Participated in client meetings, taking notes, preparing follow-up reports, and ensuring all action items were completed.Conducted research on investment options, market trends, and economic data to provide insights for client portfolios.Analyzed and reviewed retirement accounts, identifying opportunities for optimization and tax-efficiency.Managed and updated client data within CRM systems, ensuring confidentiality and accuracy in client records.

Professional development by learning the financial products and services offered by the company. Financial planning support. Provided general administrative support by loading and digitizing client financial data into corporate filing system.

Closely observe the game to enforce the rules to help create a safe and fair game environment. Responsible for managing hockey games, resolving issues, and addressing conflicts with coaches and players regularly.

Oversaw and chaperoned day campers. Listened and acted on the needs of campers. Helped kids develop confidence and life skills. Problem and conflict resolution to address daily issues