Jessica M. Email and Phone Number

• Responsible for coordinating meetings and managing schedules for 3 Vice Presidents within the audit division of TD bank• Complete and file all monthly expense reports• Schedule and co-ordinate executive interviews with HR and business leaders including travel arrangements when required• Responsible for reviewing and organizing all pre-meeting materials and supporting documentation • Book facilities and arrange equipment as required for department events• Responsible for managing and promptly responding to all incoming requests for information or re-directing the request to the appropriate person or area• Assist with the planning and implementation of various employee workplace campaigns and events

• Responsible for coordinating meetings and managing schedules for 4 lawyers within the Will and Estates division within RBCs high net worth client group• Review all estate planning reports prepared for high net worth clients to ensure accuracy and completeness as well as preparing and distributing the final reporting packages• Complete and file all monthly expense reports• Responsible for booking all travel arrangements for client meetings within Canada• Maintain and update an internal database utilized to track the status of potential new business from initial client meeting to issuance of final client reports

• Prepared new hire packages and coordinated orientation sessions for new employees• Prepared, maintained, and updated HR related reports – tracking of employee attendance, organizational charts, and status reports• Arranged for internal posting of job vacancies, screened resumes, and conducted reference checks• Ensured new employee’s desk were equipped with computer, phone, and office supplies prior to employee’s start date• Ensured new employees completed and submitted to the HR Department all required documentation related to their employee contracts, payroll and benefits• Kept confidential documentations within employee files• Support special projects as required

• Processed daily requests from Dundee’s Financial Advisors regarding: Contributions, de-registrations, book value adjustments, foreign content issues, substitutions, homebuyers and life long learning withdrawals, refunds of over contributions and marriage breakdown settlements• Handled daily enquiries regarding policies and procedures relating to transactions for Registered accounts

• Processed all mutual fund trades that were received on a daily basis from Dundee’s Financial Advisors• Ensured all current mutual fund trade errors that had been processed by branch offices were corrected prior to 4:00 pm to guarantee same day pricing• Contracted all cheques received from various fund companies pertaining to distributions, commission, redemptions for non-eligible mutual funds• Responsible for balancing various Mutual Fund Control accounts• Process updates to the Order Entry system with new mutual funds and New Dealer Advisors