Marsha Cruz Email & Phone Number

Mississauga, Ontario, Canada

Mississauga, Ontario, Canada

In charge of processing both manual and electronic trades. Assigned to work on time-sensitive fundserv trades, and report to head office. Maintained great relationships with managed clients. Part of UAT team. Review BRD, wrote test cases, performed UAT and Production testing for the newly launched DCCM workflow, and utilized my knowledge and experience for.

Mississauga, Ontario

Efficiently process client registered account application, welcome letters, statement of accounts, client transfers and withdrawals. Support registered investment services team and ensure efficiency of workflow in the department. Provide client support on Web online access, provide access and attend to client inquiries.

Mississauga, Canada

Wrote queries based on requirements using SQL statements, Sequel Viewpoint, Crystal Reports and Microsoft Access. Scheduled and monitored reports ran on scheduler, support internal and external reports. Helped operations team in processing and quality assurance using Unitrax GUI processing and Case Manager. Part of User Acceptance Testing (UAT) team prior.

Mississauga, Canada

Oversee WorkDesk for work documents scanned for the day and assigned work to staff. Assessed existing and new client procedures, coached and trained staff. Meet with staff to review performance and metrics for the day. Entered fund prices(NAV) from client.

Mississauga, Canada

Efficiently processed registered account applications and financial processing requests. Prepared Lock in Agreement, Calculate RRIF payments, Pension Plans, Hardship redemptions and other registered products requirements. Acted as Training Facilitator Assistant of the new products, and new procedures.

Hamilton, Canada

Accurately entered and sorted data and filed reports. Various assignments including: Royal Bank, Siemen’s Westinghouse and Hamilton Citi Hall.

Makati, Philippines

Managed day-to-day operations, including maintaining the customized system for the company running under Novell Operating system. Worked closely with the Company’s bankers and auditors and managed company’s bank account.

Bachelor’S Degree, Computer Science

Bachelor of Science major in Computer Science degree

Associate’S Degree, Data Modeling/Warehousing And Database Administration

Activities and Societies: Assisted in the development of Financial Accounting Software using PowerBuilder 6.5 and Portal System includes.

Canadian Investment Fund Course, Passed