- Job shadowing with business development and portfolio strategy team to learn about advisor portfolio construction; how to address advisor inquiries related to investment solution; and how to organize advisor meetings effectively.• Communicating with investment advisors and branches daily and maintaining a solid relationship, in addition to accommodating requests and providing setup recommendations where necessary • Contact fund companies to inquire about pricing and fee-based questions regarding mutual funds • Research and analyze Fund Fact documents to determine their billing asset classification to mitigate possibilities of dual compensation• Provide detailed fluctuations of Mutual Fund market prices and market values’• Tax package quality control (reviewing tax packages to ensure the appropriate tax slips are attached via MyPortfolio+ & FundServ)• Perform monthly and quarterly audits to ensure advisor fees are calculated correctly before communicating them to advisors and clients via FundServ and Croesus• Processing of advisory fee applications via Synergize and Thompson One coding systems

• Suggest value-added and related products by actively listening to customer needs• Track inventory via POS scanner and notify management of products to be replenished• Process & complete online orders within a set time frame to ensure customers receive their orders in a timely manner• Ability to consistently provide professional customer service, including in situations of conflicts• Ability to complete retail tasks according to instructions and to demonstrate responsibility for outcomes

Managed and optimized leagues and their schedules ensuring seamless execution across multiple sports via Excel spreadsheets & IMLeaguesProactively mediated between competitive intramural teams to resolve conflicts to ensure a safe, fun, and competitive environment.Analyzed operational data to identify inefficiencies and implemented improvements, enhancing overall league performanceCommunicated and liaised with team captains throughout the season to ensure players are aware of rules and regulations.Track participating athletes' statistics by using spreadsheets and inputting the results from weekly games.Supervisesd games to ensure there are no unforeseen issues

Some of the duties as a zipline guide included providing information about the zipline and the overall experience; instructing customers how to put on safety equipment and use the equipment safely; launching and landing customers on the zipline; and transporting equipment +30lbs.

Teaching children how to skate and the basic fundamentals of hockey. This position also included setting up and demonstrating drills and assisting with the organization of classes.