Janice Patrick Email & Phone Number

Strong working knowledge and understanding of the mutual fund industry having worked many years at the fund company and dealer back office. Provided financial and non-financial administrative support to Financial Advisors via video conferencing, telephone, and email correspondence. Experienced in handling registered products including RRSPs, LIRAs and RIFs. Excellent investigative and problem resolution skills. Knowledge of insurance contracting and Segregated funds. Excellent client service communication skills, strong team player, strong attention to detail, self motivated individual committed to working effectively and efficiently. Successfully completed the IFIC exam. Knowledge of Microsoft Office product suite, Word, Excel and PowerPoint. Experienced in writing policies and procedures.

Listed skills include Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, and 1 others.

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  Concordia

  Human Resources Management/Personnel Administration, General