Katie Tsui Email & Phone Number

Vancouver, Bc, Ca

Vancouver, Canada Area

• Assists Client Management in scheduling and preparing and attending Annual meetings• Client Requests, including, preparation of statistical & shareholder reports• General inquiries: Issued and outstanding shares, audit confirmations and shareholder confirmations and proxy related queries• Counter Service, Assisting clients, brokers and CDS, Screening and scanning documents for transfer and co-ordination with head office for printing• General Office Management, Vancouver and Calgary audit confirmations, client requests (capital controls, I&Os, confirmation letters, shareholder reports)• Shareholder Meetings, Building and updating the Vancouver meeting folders and schedule.• Maintaining strong relationships with clients, answering questions and providing information regarding their share registry, treasuries, mailings, proxy mailings, and meeting set ups etc.

Vancouver, Canada Area

Financial:Logs, verifies and monitors departmental expenses. Receives and distributes financial reports. Administers timekeeping systems to ensure staff aligns appropriately to their reporting units and with correct resource coding. Processes and tracks overtime and on-call claims to ensure timely payroll processing.Human Resources:Maintains & tracks staff vacations/absences & participates in resolution of related issues. Administers recognition program materials & processes in support of recognizing staff contribution. Coordinates training requirements for staff & produces regular reports accordingly. General office administration:Maintain and monitor RVP's calendar including meeting invitations, meeting rooms and arranges for IT resources for smooth and efficient meeting facilitation. Makes travel arrangements and maintains travel expense account. Develops and maintains efficient organized diary and filing systems. Maintains inventory of office supplies, coordinate physical resource requirements for incoming/outgoing staff and contractors. Distributes incoming and outgoing mail, interfaces with selected couriers.

Vancouver, Canada Area

Associate Team Support:Filing expenses for Vice PresidentExpense allocation and promo items: allocate items to correct destination in timely mannersOrganize local events [ex: branch presentations, regional conferences and golf events]Co-op and charitable donation requests to ensure all compliance are met and set out for approval from VPMail Out: promo items, prospectus, and brochuresHuman Resources / Office Management:Accounts PayableSecondary responses to toll free numberOffice / facilities supplies management and orderingMarketing:CE Certificates for PM Meetings, RDSP presentations, and GIF presentationsPromo item inventory management and controlVancouver Canucks Hockey Season ticket management - distribution across western Canada and allocation to appropriate territories

Vancouver, Canada Area

· Process paperwork for mutual funds purchases, entering trades in.· Dealing with trades in a timely and accurate manner while working under tight deadlines.· Handled accounts payable and receivable, prepared bank deposits by end of the day.· Responsible for setting up appointments and coordinating boardroom meetings, conference calls and ordering lunches. · Manage senior executives' schedules, itineraries and write up minute of meetings.· Screen, direct calls, and make phone calls on executives' behalf to resolve disputes regarding clients' accounts.· In charge of keeping collecting and keeping track of office rent and ordering office supplies and/or marketing materials. · Represent the Director by welcoming visitors and being their first point of contact.

Vancouver, Canada Area

· Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner.· Ensure customer problems are handled appropriately, escalating issues when necessary· Help support sales team by identifying customers' needs and sending referrals to appropriate advisors.· Mentoring junior staff to ensure bank procedures and attentive steps are being taken when processing transactions and report of any suspicious activities.· Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services. Customer Service Award recipient 3 months in a row.

Bachelor Of Arts (Ba), Educational Psychology

Associate Of Arts (Aa), Art/Art Studies, General