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@mac-ca.com
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Lori Wolfe is listed as Executive Assistant based in Waterloo, Ontario, Canada. AeroLeads shows a work email signal at mac-ca.com and a matched LinkedIn profile for Lori Wolfe.
Lori Wolfe previously worked as Executive Assistant at Mac Llp and Savings & Retirement Administrator at Equitable Life Of Canada. Lori Wolfe holds Office Systems Administration from Conestoga College.
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PERSONAL PROFILEA dynamic Senior Financial Analyst with demonstrated expertise in account reconciliation, financial analysis, business analysis, people management, project management, documentation and training. Self starter, problem solver, detail orientedPROFESSIONAL EXPERIENCE SUMMARY- Progressive experience in financial / accounting roles in the Insurance industry with a focus on Wealth products - Subject Matter Expert for all Trust Accounting and FundSERV processes related to a Nominee mutual fund platform (settlement with fund companies, commissions, withholding taxes, distributions, fees)- Subject Matter Expert for Banking processes using online banking websites for the top five financial institutions (wires, EFTs, cheques, reports)- Proven project management skills (includes developing business requirements, test scenarios, detailed test cases, risk assessments, implementation plans and completing business acceptance testing)- Thrive on the challenge of being in a role where there is a variety of work that enables me to be a decision maker, problem solver, analyzer and technical support person- Demonstrated knack for learning new technology / systems and quickly becoming the 'go-to' person- Ability to explain complex information in a simplified manner- Reliable, show initiative, high level of accountability, quick learner- Excellent communication skills at all levels of the organization- Experience with integrating finance systems due to company mergers or acquisitions
Listed skills include Leadership, Management, Collaborative Problem Solving, Project Management, and 14 others.
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Elmira, Ontario, Canada
- Assist Partner with respect to all administrative duties, including emails, telephone calls, setting up meetings and maintaining calendar.- Build relationships with clients and help clients with their issues directly.- Putting together Financial Statement client package using CaseWare and CaseView, including corporate billings.
Waterloo, Ontario
- Administering simple processes for GIAs and segregated funds.- Processes include issue, rollovers, switches, additional deposits, title changes, surrenders and any changes to the client file.- Assess, process, and complete administrative service requests from external clients.- Handling Customer Service Representative role taking service requests by.
Waterloo, Ontario
Provided leadership, support and development opportunities for a team of 9 financial control specialists. Ensured a balanced workload across team and a positive work environment which created a high performance team that consistently met company standards for monthly account reconciliations.
Waterloo, Ontario
Key responsibilities were as follows:- Ensuring financial controls were in place for processes and operating effectively- Reviewing 150 Individual Wealth account reconciliations monthly- Ensuring daily settlement with fund companies was done in a timely manner- Approving wires and journal entries daily- Providing accounting support for Administration and.
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Lori Wolfe is listed as Executive Assistant.
AeroLeads has found 1 work email signal at @mac-ca.com for Lori Wolfe.
Lori Wolfe is based in Waterloo, Ontario, Canada.
Lori Wolfe has worked for Mac Llp, Equitable Life Of Canada, Sun Life Financial, and Prudential Assurance.
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Lori Wolfe holds Office Systems Administration from Conestoga College.
Lori Wolfe is listed with skills including Leadership, Management, Collaborative Problem Solving, Project Management, Financial Audits, Risk Management, Microsoft Excel, and Business Analysis.
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