Kristoffer Zavala Email & Phone Number

Toronto, Ontario, Canada

• Oversees the daily activities within a team of Registered plans Administrators • Monitors daily work of Registered plans Administrators for quality • Monitors Client Solutions tasks ensuring issues are prioritized and resolved effectively • Maintains Registered plans procedures manuals • Collaborates with peers and employees and other department heads and administrators to identify and implement processing and procedural improvements • Assesses training needs within the team and collaborate with the Manager, Corporate Training to design and deliver employee training • Communicates strategic objectives to team, and implement processes and procedures designed to meet identified objectives • Coaches and develops Registered plans Administrators/Associates • Provides employees with regular informal and formal performance feedback • Responsible for staff scheduling such as work assignments/rotations, employee training, employee vacations, employee breaks, overtime assignment, back-up for absent employees, and shift rotations. • Processes cheques, stocks, and funds in and out of the system. • Regularly follows up and thoroughly reconciles all Registered plans. • Ensures departmental procedures are complied with. • Develops and maintains strong and productive relationships with internal and external clients • Works collaboratively with team keeping team leaders/supervisors/managers informed of developments. • Performs any other duties as required and/or assigned.

Toronto, Ontario, Canada

Toronto, Canada Area

• Assured accurate and efficient adminstration of client cash and account management• Collaborated with other Questrade departments for special projects and to ensure client satisfaction• Completed daily processing of registered plan contributions and transfers dealing with RESPs, RRSPs, RRIFs, TFSAs and margin accounts• Investigated client queries and responds accordingly while maintaining exceptional levels of client service and a sense of urgency• Researched various types of investments to ensure registered plan eligibility • Reviewed new account applications for all required documentation and provide account approval, if applicable; Specialized in RESPs

Toronto, Canada Area

• Assured accurate and efficient adminstration of client cash and account management• Collaborated with other Questrade departments for special projects and to ensure client satisfaction• Completed daily processing of registered plan contributions and transfers dealing with RESPs, RRSPs, RRIFs, TFSAs and margin accounts• Investigated client queries and responds accordingly while maintaining exceptional levels of client service and a sense of urgency• Researched various types of investments to ensure registered plan eligibility • Reviewed new account applications for all required documentation and provide account approval, if applicable

Toronto, Canada Area

• Assists in the development of procedures, policies and financial budgeting• Ensures products meet quality control standards• Establishes employee work schedules• Estimates and orders required supplies and ingredients for meal preparations• Maintains records of stocks and sales for small-medium sized kitchen and front counter• Supervises and co-ordinates activities of staff for meal portioning, preparation and delivery• Trains team of three for job duties, safety and sanitation procedures

Toronto, Canada Area

• Greeted patrons in a courteous manner• Presented menu and made recommendations regarding food and beverages• Presented bills to customers and accepted payments• Prepared and served taken customer orders• Ordered and maintained inventory

Thornhill, On

• Answered enquiries related to customer accounts, such as any account discrepancies• Assisted clients with day-to-day banking transactions such as cash deposits and withdrawals, bill payments, traveler’s cheques, and bank drafts• Created a positive experience for clients and team through consistent engagement• Exemplified values and policies through being a trusted front-line representative • Informed clients of available banking products and services to suit their needs such as various savings and chequing accounts, Registered Retirement Savings Plan, Tax Free Savings Accounts, Registered Retirement Income Funds, available credit card options and overdraft• Obtained and processed required information for banking services, such as opening and closing accounts, credit and debit card replacements and direct deposit slips• Reconciliation and settlement of daily transactions such as ensuring float is accurate, cheques are processed and electronic journals/records are consistent with transactions

Vaughan, On

• Represented Levi Strauss & Co values and policies while providing customers with product knowledge, ensuring a professional shopping experience• Maintained and organized, clean, efficient work area• Attended to customers’ inquisitions about merchandise• Appreciated and encouraged teamwork through leadership• Controlled and managed the flow of inventory on and off the sales floor

Thornhill, On

*Resolved customers’ merchandise questions and problems*Enjoyed working in teams to achieve company goals*Answered phones and assisted customers with orders

Bachelor’S Degree, Finance, Business Management

• Four-year commerce degree program • Offered a wide range of corporate financial management, personal financial planning and investment.

Associate'S Degree, Financial Planning And Services, Placed In President’S Honour List For Perfect 4.0 Gpa In Third Semester

Activities and Societies: • Received Semester Scholarship at Seneca College in January 2011 • Completed two business plans: international.