Jeffrey Ware Email & Phone Number

2 St. Clair Ave W.

· Administrative support for four Investment Advisors at Midtown Branch· Review of transaction, performance and production reports from Oasis and Portfolio and Performance Reports from RIS· Enter solicited and non-solicited orders through RIS, including purchases of securities, mutual funds, GICs and HISAs· Maintain and complete ongoing list of tasks including transfer of accounts from other institutions, appropriate updates, changes and other account maintenance· Create appropriate documentation and open accounts including, but not limited to, Cash, TFSA, RRSP, RIF, RESP, Estate & Corporate accounts· Ensure re-documentation of old accounts is completed in a timely manner· Knowledge of trade processing rules and compliance

1 First Canadian Place

· Administrative support for two Investment Advisors at the University Branch· Review of transaction, performance and production reports from Oasis and Portfolio and Performance Reports from RIS· Enter solicited and non-solicited orders through RIS, including purchases of securities, mutual funds, GICs and HISAs· Maintain and complete ongoing list of tasks including transfer of accounts from other institutions, appropriate updates, changes and other account maintenance· Create appropriate documentation and open accounts including, but not limited to, Cash, TFSA, RRSP, RIF, RESP, Estate & Corporate accounts· Ensure re-documentation of old accounts is completed in a timely manner· Knowledge of trade processing rules and compliance

304 The East Mall

• Strong commitment to customer service by being attentive and helpful during every call. Call volume can reach up to twenty-two calls per hour• Solid metrics in compliance, conformance and handle times• Uses critical thinking to determine the sorting of potential clients and possible use of authentication questions while limiting risk events• Received a “Shining Star Award” in recognition of customer service• Received Quality Solid rating in most recent Personal and Professional Development Review

50 Eglinton Ave E.

• Acted as a first point of contact in Bell Residential Services’ project governance system – questions reached over fifty during days of high volume• Advised requestors on the outline of Bell’s governance system and what steps were needed to bring funding requests forward for a project• Managed Bell’s project tracker in Excel which included status updates and funding requests for projects. Tracker projects totaled over three hundred• Compiled weekly agendas for projects that requested review• Took minutes and listened effectively during conference calls and process reviews. Calls and reviews were usually two hours in length• Quickly and efficiently sent updated documentation, agendas and reports amongst several different distribution lists

2300 Yonge St.

• Consistently met and exceeded personal and team based sales goals and reached over 100% target rate each month from November 2010 to May 2011• Possessed a strong understanding of all mobile devices offered by Wind Mobile including technical specifications and navigation of each handset• Met customer expectations by informing the customer of different handset and plan options available and enriched the customer experience through rapport building• Calm and collected under pressure including periods of high traffic which reached over one hundred customers during peak days• Proficient in opening and closing the store, producing profit/loss reports and end of night cash balance• Trained new team members in troubleshooting account issues, account maintenance, processing payments and product knowledge, which helped reduce the burden on the store manager

• Conducted extensive research on behalf of the Poverty Eradication Program at York University in the field of water sanitation and management in third world countries by reading policy papers, and scientific and political journals• Submitted detailed progress reports on research findings every two weeks• Initiated contact and held discussions with other organizations that had experience and expertise in this field, such as Engineers Without Borders • Assisted in the development and organization of several related workshops and seminars

• Conducted the discharge and re-sensitizing of incoming books• Assisted patrons in finding library materials • Organized, packed and shelved books in an orderly and timely fashion