Liz Stewart Email & Phone Number

- Execution of security buy and sell orders on behalf of clients- Researching industries and markets and reporting to advisors and other assistants- Generation of account reporting material- Generation of tax documentation including activity reports, tax slips, fee schedules and foreign holding reports- Ensuring the highest standard of service for all clients both in-person and over the phone- Administration and documentation of accounts- Management of daily banking transactions, cheque and cash deposits

Kelowna, Bc

- Ensuring the highest standard of service for all clients- Researching industries and markets to stay up-to-date with the trends and changes- Generation of account reporting materials and tax documentation for clients- Administration and documentation of account information

Kelowna, Bc

- Responsible for allocation and management of a $200,000 budget comprised of student fees and external sponsorship- Worked alongside six other student elected executives to fulfill the mandate of the organization and needs of it’s various stakeholders - Managed a small team responsible for overseeing the budgets of specific clubs and/or events http://www.msaubco.ca

- Provided strategic suggestions and assistance for monetary and non-monetary development of the MSA.- Assisted in reviewing, analyzing and maintaining the annual budget in conjunction with the VPFinance.

Winnipeg, Manitoba

- Collected and tabulated data for financial statement compilation as section of business planning- Collected and inputted data into financial planning software, prepared financial planning summary for clients

Portage La Prairie, Manitoba

- Directed customers to the appropriate, annuals, perennials, shrubs or trees that best suited their needs - Managed time with regards to assigned tasks and helping customers with various needs

Winnipeg, Manitoba

Within a team environment, developed a deadline-driven client investment reporting program unique to the investment industry.

- Competed in a national business case competition with a concentrated group of young professionals. - Analyzed a business case and presented a strategic recommendation to a panel of judges.

Winnipeg, Manitoba

Analyzed securities owned within the VPI pools of investments and prepared reports for internal use