Lisa Flett Email & Phone Number

• Was an integral part of a top-performing investment team of 8, which included 3 Portfolio Managers, 4 Investment Assistants, 1 Marketing Assistant. Responsible for various aspects of all client administration. Directly.
• Effectively coordinated new account openings from initial client account documentation gathering through to completion of account opening via Inform (personal, corporate, estate and trust accounts).
• During onboarding of new clients, prepared tracking, and completion of new account transfers.
• Coordinated transfer in of assets from another financial institution, RESP tracking, EFT, PAC (money in/out events for clients), Wire transfers, address changes, account updates, buy/sell stock positions to assist.
• Provided set up and confirmation of client appointments for portfolio managers including client meeting prep for advisors, assistance with client outreach including e‐mail, client correspondence and telephone.
• Executed equity, fixed income, and mutual fund trades with direction from Investment Advisor/Portfolio Manager.

Provided consistent and accurate administrative support to two Portfolio Managers, meeting preparation and follow up, report generation, performance reporting, and preparation of presentation material and organization of new account documentation. Acted as a secondary contact for account maintenance to assist in client relationships with regards to cash.

Calgary And Vancouver

Provided professional banking management to high net worth clients. Achieved maximum customer satisfaction by acting as a liaison between clients and internal bank employees & account managers to ensure proper follow-up is carried out accurately and in a timely manner.