Jason Ta Email & Phone Number

Vancouver, Canada Area

• Administering registered accounts (RSP, RIF, RESP, TFSA) for all RJL clients to ensure client financial needs are met
• Responsible for weekly and monthly reconciliation of internal accounts that withheld taxes on all RRSP, RESP, RRIF, Quebec, and Non-Resident accounts at Raymond James
• Providing support to Raymond James Financial Advisors and assistants across Canada that results in streamlined workflow and the ability to put our clients first
• Training and managing new associates for the Estates Processing team to ensure consistent practices are passed on
• Overseeing settlement of registered and non-registered estate accounts for clients through compliance of RJ practices and estate related documents
• Prioritized workflow and assistance to team members to ensure consistent productivity during high volume requests that results in uninterrupted service

• Prioritized customers banking needs by suggesting optimal products based off of their banking habits in order to create comfortable banking for our customers
• Analyzed accounts in order to generate potential sales opportunity for TD Bank, this resulted in increased potential revenue as well as relationship building with existing TD customers
• Communicate efficiently with customers in order to resolve misunderstanding with banking issues or general questions about products and services offered at TD Bank
• Collaborate with fellow co-workers in order to secure sales and to create an environment customers feel welcomed and valued for their business

• Responsible for variety of tasks of organizing AIESEC KPU related events on campus to promote awareness of AIESEC and the opportunities for students to expand their academic experiences
• Planned future events with other members to either promote the AIESEC brand, or organized social gatherings to build relationships and boost team morale
• Cold called companies to build partnership in providing sponsorship for AIESEC KPU students to develop leadership skills
• Collected outstanding fees from new and existing AIESEC KPU members to maintain structural order of AIESEC KPU
• Oversaw book keeping for AIESEC KPU by coordinating with department leaders to track financial goals, growth, and identify areas requiring financial attention that affects the well being of AIESEC KPU

Bachelor’S Degree, Business Administration

Activities and Societies: • Mentors in Business (Mentee) • Montreal Options Trading Simulation Contest • SFU Investment Club Some.

Business Administration Diploma

Activities and Societies: KPU AIESEC Some Coursework Includes: • Managerial Economics • Financial Accounting • Managerial Accounting •.