• Supported financial consultants with all administration activities (new business, business processing, external transfers, updating database and ensuring business standards compliance).• Prepared all forms required for business processing and liaised with Head Office to resolve any processing issues.• Provided exceptional customer service to Clients on administration issues.• Proficient in Microsoft Office, Salesforce, Digital Forms and Docusign.

-Resolved all outstanding trade settlement issues with brokers and custodians worldwide.-Ensured accuracy of all bond and equity trades that were communicated from the trading desk to the appropriate custodians.-Summarized daily the status of all outstanding settlement issues for all of AGF’s mutual funds.-Liaised with Fund Managers and Fund Accountants regarding any corporate actions and mutual fund reporting discrepancies.

-Specialized in the accurate and timely portfolio administration for AGF’s high net worth client accounts.-Developed and maintained value-added account relationships with clients, planners, and accountants for 150 high net worth portfolios.-Managed the administration and reconciliation of investment accounts.-Liaised with brokers and custodians regarding new accounts, account transfers, foreign content status and general portfolio information.-Ensured client investments were accurately reflected on all systems following a custodial and computer system conversion.

-Updated and maintained control of all Department payroll and personnel records for 160 employees.-Produced monthly reports to update Human Resources Specialist and Unit Supervisors of current absenteeism problems within the Department.-Prepared weekly and monthly financial reports.-Coordinated all administrative functions for the Assistant Vice-President, Money-In Sales Support.-Liaised between Toronto & Calgary Management ensuring accurate information flow.-Successfully organized human resources templates that were used by Supervisors and Managers to streamline the correspondence that was sent out regarding hiring guidelines, vacation time and company benefits.

-Organized the recruitment, orientation, training and supervision of 16 office Volunteers.-Managed all accounts receivable and accounts payable functions, including account reconciliation.-Administered public school fundraising initiative that raised $30,000 more than previous year.-Effectively organized and administered all financial responsibilities for the North York Chapter via thorough analysis and organization of all financial statements.-Represented the Foundation as a public relations and guidance contact regarding Heart & Stroke programs and materials.

University Co-operative Work Term-Worked with Project Analyst to ensure timely and accurate coordination of funding claims for over 1,000 municipalities in Central and Eastern Ontario.-Informed municipalities of project approval and coordinated flow of legal documents through the three levels of government.-Communicated Ministry activities to delegates from across North America at Urban Planning Conference.-Administered payment of claims to municipalities totaling over $5 million.

University Co-operative Work Term-Ensured mailing schedules and information flow adhered to departmental deadlines.-Coordinated over 500 student room assignments and resolved scheduling disputes.-Prepared organizational memos to improve client awareness and to ensure efficient operations.