● Coordinating account openings, liaising with internal departments and clients targeting the lead time reduction on such processes.● Training, assisting and supervising new associates on procedure standards and documentation processing guidelines.● Being the focal point for client inquiries and request processing.● Operating on the stock market according to the team’s defined strategy.● Proofing of contracts and account documentation.● Bookkeeping, administrative duties, and event organization for up to 10 people.● Excel dashboard creation based on ERP systems, with advanced formulas.● CSI and CPH certifications, and registered with IIROC as a RR.

● Greeting and helping students with forms, directions and general inquiries.● Receiving and directing phone calls, mail, deliveries and forms from students.● Room booking and preparation of rooms for meetings.● Coordinated office supplies restock and level monitoring.● Opening and closing Vancouver and Burnaby campus.

● Greeted customers, coordinated returns, focused on customer conversion and return to store rate through customer satisfaction.●Increased items per purchase with product recommendations on related merchandising.

● Managed stock and coordinated inbound importation process, liaising with third-party companies.● Coordinated schedule and event booking.● Administrative activities and light bookkeeping.

● Development of social-economic analysis of regions with areas zoned for construction, specializing in commercial, residential and mixed buildings.● Visits to the area of interest, data collection from regional competitors, and social-economic analysis of the region using the OnMaps – Geofusion program.● Creation of the final report by statistical analysis of these inputs.

● Training in the Modeling Academy Program with an emphasis in the strategic and modelling areas of Credit using SAS Enterprise Guide and SQL.● Developed strategy models for credit concession to bank clients at the Strategy Design Division.