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 Managed the firm’s support services to investment advisors, responding to client inquiries in a timely, responsive manner, issuing instructions for client withdrawals, deposits, swaps and transfers accordingly. Provided personalized assistance to high net worth clients. Executed the purchase and sale of securities according to their specific investment goals, and the professional advice of the firm’s private wealth advisors. Implemented a straightforward… Show more  Managed the firm’s support services to investment advisors, responding to client inquiries in a timely, responsive manner, issuing instructions for client withdrawals, deposits, swaps and transfers accordingly. Provided personalized assistance to high net worth clients. Executed the purchase and sale of securities according to their specific investment goals, and the professional advice of the firm’s private wealth advisors. Implemented a straightforward system to deal with clients’ concerns in the most professional and time-efficient way while ensuring compliance with industry regulatory requirements and the bank’s information systems. Show less

 Built strong organizational and time management skills by working through high volumes of mortgage files from beginningto completion, as well as taking full responsibility for all sections within strict filing deadlines. Recognized by team managers during the busy mortgage season for providing excellent customer service in both English and French, and for leading the initiative to improve the Mortgage Process Manual for trainees.

 Overall responsible for the administration of client investment accounts including financial trade requests, transaction execution, account maintenance, monitoring and reporting of specific product activity and initial problem resolution, in English and French. Developed excellent communication skills from day-to-day contact with investment and wealth advisors  Acknowledged by managers and supervisors for strong work ethic