Jenna Decher Email & Phone Number

Toronto, On, Ca

Whitby, Ontario, Canada

Whitby, Ontario, Canada

Ajax, Ontario, Canada

Provide exceptional administrative support to the Senior Financial Advisor relative to Sales and Marketing initiatives, ensuring the best possible service at all times.Support the accounting team with retirement tax planning (including CPP and OAS) and pension commutes (including OMERS and HOOPP); maintaining a strong working knowledge of processes and procedures.Manage invoicing and accounts payable for Consultants by creating invoices and following up with vendors and clients as required, paying close attention to detail to ensure accuracy.Assist with preparing and reviewing the office budget by forecasting and reporting to Management, tracking commissions and referral fees.Monitor Senior Financial Advisor’s daily activities, including managing schedules; expenses; reconciling accounts and creating invoices, always providing a high level of support and adhering to set deadlines.Conduct research and analysis on investment providers to determine the direction of assets into suitable financial clients to best meet clients’ needs.Act as primary point of contact to assist clients in resolving issues relative to investment portfolios, maintaining a high level of tact and professionalism to ensure resolution.Manage incoming messages (voicemail and email) by responding to inquiries on behalf of the Senior Financial Advisor, demonstrating an ability to speak confidently to market volatility, taxation and fees.Prepare, review and process client applications which includes transferring funds appropriately to ensure accuracy.Update and maintain the Contact Management System Database, paying close attention to detail to ensure that information is accurate and accessible.

Toronto, Canada Area

Provided executive assistance to the Advisor by assisting with marketing, payroll and sales and ensuring a high level of support and professionalism.Performed various tasks relative to payroll, including, but not limited to: preparing paychecks; calculating federal and provincial payroll deductions and processing EI premiums, CPP contributions, government remittent and ROEs.Effectively managed the underwriting process by maintaining an open line of communication with the paramedical providers and insurance/investment carriers to ensure prompt and accurate delivery of service.Managed and maintained a detailed Client Management System while demonstrating a strong understanding of the importance of confidentiality and ensuring accuracy.Acted as liaison between the Advisor and client; handling tasks in a timely manner and maintaining an exceptional customer focus to ensure seamless delivery.Managed the Advisor’s schedule by coordinating various meetings, events and travel and providing relevant information to all parties involved.Led the development of the office policy and procedures manual and ensured that the information presented was always accurate and up-to-date.

Pickering, Ontario, Canada

Toronto, Canada Area