Jillian Irving Email & Phone Number

Edmonton, Alberta, Canada

I aim to provide exemplary client service, supporting an Executive Vice President in introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services.Using exceptional communication and problem-solving skills, I build and galvanize client relationships, lead the client onboarding process while establishing the foundation for a positive service experience, and respond to clients’ questions using my market and product knowledge.CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms.

Edmonton, Canada Area

Administrate disclosure and rebuttal documents in relation to property tax appealsImplement and maintain weekly report of all Assessment Review Board DecisionsAct as intermediary between clients, outside agencies and various departments within Colliers InternationalConduct research applicable to client accountsEnsure prompt delivery of disclosure documents to City of Edmonton and Assessment Review BoardAdhere to strict schedule and deadlines

Edmonton, Canada Area

Complete a variety of highly confidential banking services for clientsImplement and maintain daily reports through excel of all daily transactions and resultsComplete new account openings, credit applications, and investmentsLiaison with clients, outside agencies and various departments within TD as necessaryWork with the branch team to ensure a consistent work environmentAct in a supervisory role for front line teamContinue to work as customer relations coordinator as well as mentor and train new staff

Edmonton, Canada Area

Receive and distribute all branch mail and deliveriesRecord and file (electronically and manually) daily report of all deliveries received Order and maintain supply of branch stationary/ day to day itemsImplement and maintain weekly branch supplies reportSchedule and organize branch appointmentsAnswer branch main phone line and ensure voicemails are dealt with promptlyEnsure customers are dealt with in a timely, professional and friendly mannerAssist customer service representatives in lieu of management

Edmonton, Canada Area

Meet all customers day to day banking needsGreet customers in warm friendly mannerHandle daily cash ins and outs for the branchComplete branch opening and closing procedure

Edmonton, Canada Area

Administrate documents and client meetings related to home sales and holdsImplement and maintain weekly report of all show home activities and sales resultsPresent and explain product to customerAct as liaison between clients, financial institutions, site supervisor and third party organizations