Portfolio Administrator
CurrentSee previous term for daily operation duties. Specific focus on incremental process improvement. Private Equity Program Restructure Project:- System Testing- Change Management- Strategic Planning
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@bci.ca
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Jill Wauthy is listed as Supporting transformation and change through human connection at BCI, a with 2035 employees, based in Victoria, British Columbia, Canada. AeroLeads shows a work email signal at bci.ca and a matched LinkedIn profile for Jill Wauthy.
Jill Wauthy previously worked as Portfolio Administrator at Bci and Junior Analyst at Bci. Jill Wauthy holds Holistic Doula, Physiological Birth from Pacific Rim College.
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I am a Jill-of-all-trades with a deep curiosity for understanding human needs and improving the lived experience of those around me. With 15 years of office management, client service and process improvement experience across several industries, I bring with me a well rounded set of skills to support any business. Most recently, I have had the opportunity to be a part of two major process improvement projects, working with both Agile and Waterfall methods. These complex projects have allowed me to hone my natural aptitude for collaboratively identifying issues, testing and iterating solutions. I am highly motivated by creating environments (technological and physical) that are well designed for the most enjoyable and efficient user experience. My dedication to self exploration fuels my enthusiasm for trying, failing, learning and growing. I have a strong focus on self care and compassion which supports my decision making skills and ability to keep cool in high pressure situations. I am constantly seeking to understand where others are coming from and being open to perspectives that are different than mine. I am committed to creating and contributing to a culture of open communication, diversity of thought and inclusive collaboration. Balancing work as a part of life is a key focus for me and I am an advocate for human vitality in the workplace.With a joyful, compassionate view of the world, I excel at challenging any patterns and outdated beliefs that don’t provide well-being and prosperity for all. My mission in life is to support humans to have a more meaningful and enjoyable time in the world.
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Victoria, British Columbia, Canada
See previous term for daily operation duties. Specific focus on incremental process improvement. Private Equity Program Restructure Project:- System Testing- Change Management- Strategic Planning
Victoria, British Columbia, Canada
Process Improvement Project Focus- Testing coordination training and support- Change management support- User experience support
Victoria, British Columbia, Canada
Providing operational and strategic planning support for small business owners.
Victoria, British Columbia, Canada
Daily operations of Private Equity department- Capital call/distribution transaction facilitation - Internal/client funding transaction facilitation- Transaction reconciliation- Procedure development and recording - Training of new administratorsFacilitation of complex deal closings:- Coordination with Portfolio deal teams (internal and external) to manage operational requirements for set up and funding of new investments- Coordination with Cash Operations department for funding requirements- Coordination with Internal Accounting, Tax and Legal departments for structural set up of investments (including review of tax structures and funds flow documents) Lead Subject Matter Expert for major process improvement project:- User requirement research, analysis and documentation- UX Design- UI Wireframe design- User Acceptance Testing + key stakeholder feedback processing (using Jira)
Victoria, Bc
Responsible for providing exceptional customer experience, business operations and executive assistant duties for a values based investment firm specializing in Responsible Investment.- Managing CRM database and client service requests- Client account opening and on boarding- Taking and processing client investment instructions- Managing client appointments: Scheduling, meeting preparation and follow up tasks/investments- Travel coordination and booking for Managing Director- Client account auditing and corrections- Monthly revenue reporting- Annual business reporting (created, managed and presented at quarterly strategy meetings)- Coordination and processing of private placement opportunities - Partial management of personal schedule for Managing Director - Improved, created and implemented office procedures for smooth day-to-day operations- Project management, event planning and strategy meeting facilitation- Editing of marketing copy
Victoria, Bc
Marketing, including managing franchise branding relationship and collateral. Group and corporate accommodation sales and support of pricing analytics.
Victoria, Bc
Created office policies and procedures for local real estate appraisal company. Assistant to 6 appraisers, bookkeeping, payroll, accounts payable and receivable. Managed all day-to-day office needs and client service. Edited and compiled appraisal reports from standard residential to complex litigation reports.
Victoria, Bc
Created administrative policies and procedures for the back office of a semi-professional soccer club. Responsible for day to day office management and customer service as well as game day event coordination assistance, organization of volunteers, and box office management.
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"This 10 month course is designed to reveal to you what it means to live as a teacher. An experiential journey to uncover your purpose.
Hatha Vinyasa Pranayam Meditation Therapy Philosophy
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Jill Wauthy works for BCI.
Jill Wauthy is listed as Supporting transformation and change through human connection at BCI.
AeroLeads has found 1 work email signal at @bci.ca for Jill Wauthy at BCI.
Jill Wauthy is based in Victoria, British Columbia, Canada while working with BCI.
Jill Wauthy has worked for Bci, Self-Employed, Stephen Whipp Financial, Four Points By Sheraton Victoria Gateway, and Baker & Osland Appraisals Ltd.
Jill Wauthy's colleagues at BCI include Robinson Antonio, Chris Beauchemin, Daisy Klaibert, Charlie Birkett, and Bondi Kwa, Cpa, Ca, Cpa (Texas).
You can use AeroLeads to view verified contact signals for Jill Wauthy at BCI, including work email, phone, and LinkedIn data when available.
Jill Wauthy holds Holistic Doula, Physiological Birth from Pacific Rim College.
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