Melissa Davis Email & Phone Number

Vancouver, British Columbia, Canada

Originally, my contract with Aviso was for 6 months. To date, I've been with them for 2 years! Having worked on the front-end of financial advisement in the past, my time with Aviso has given me an opportunity to develop a deeper understanding and appreciation for what happens behind the scenes in the investments industry, and to broaden my skillset. Some key functions I have performed in this role are: *Processed administrative tasks for registered financial products, ensuring accuracy and compliance with regulatory standards.*Acted as a knowledge expert for Income Plans, resolving complex client inquiries.*Collaborated with Client Services, Transfers, and Estate teams to enhance client experiences.

British Columbia, Canada

The 6 years I spent working with my partner at TANDMGems are some of the most challenging, rewarding, learning-dense years of my working career. What started as a passion project decades ago, we nurtured into a full-fledged, online business that not only carried us through the Covid years, but also provided a haven of connection, laughter, and support as we built a successful business, and beautiful, online community that even now - continues to keep in touch with us and each other.In addition to attending to the standard administrative and operational demands of a small business, my partner and I co-hosted entertaining, educational online shows & sales. The experiences we created were of such value, that our client community even developed their own lexicon! From an administrative perspective, my role included sourcing high quality products worldwide; maintaining social media and website; tracking sales and inventory, and providing consistently excellent client care. My favourite parts of this role were hands-down, the creatively themed live shows and supporting clients in their personal experiences.

Salt Spring Island, Bc, Canada

Throughout my 8 year tenure with Island Savings Credit Union, one of the things I found most satisfying was being part of people-focused workplace that valued both its internal teams, and the greater community - actively recognizing the value of, and connections between the two. Within the organization, there was a distinct focus on, and support for professional development and training, the consequence of which is that I learned a LOT! The organization fully embraced my creative spirit, enabling me to hone and expand my presentation skills, and really step into my passion for connecting people, creativity & training. Though not in a sales role, I consistently won Top Performer awards for my successes in nurturing enthusiastic staff engagement. When Island Savings went on to merge with First West Credit Union, I was enlisted as the Ambassador for Change Management - helping onboard staff into the new culture. Key functions in my role included: *Supported financial planners by managing files, preparing presentations, coordinating meetings, and ensuring compliance.*Acted as a liaison between clients, brokerage partners, and internal departments. *Spearheaded client onboarding and retention initiatives, achieving Top Performer recognition.*Chaired the Social Committee, organizing events that fostered workplace morale and culture.

Victoria, British Columbia, Canada

Being part of the visionary start-up, University Canada West, is an experience that will remain with me forever. As the Program Coordinator for the entire Faculty of Business, the Point Person for visitors, students, faculty and Deans, the acting Receptionist and Office Manager, and the Lead Coordinator for the annual convocation, this position was one of the most demanding of my career. If I went in with exceptional time-management and organizational skills, what I came out with was darned near super-human! Here, I had the opportunity to work with, and be mentored by a lot of heavy-hitters who came in to get things up and running. I loved consulting on the development of brand new policies and procedures, andI thoroughly enjoyed the upbeat, entrepreneurial culture, and being part of a venture that was blazing a trail in its field. The process of creating something from nothing, and assisting in its completion was very satisfying, especially seeing the students graduate!Key aspects of my role included:*Provided academic and operational support for the Bachelor of Commerce Programs.*Managed course scheduling, grades and academic databases, ensuring seamless delivery of services.*Advised leadership on policy implementation and coordinated university-wide convocation events.*Chaired the Convocation Committee & acted as Representative to Academic Council.

Victoria, British Columbia, Canada

What I enjoyed most about this position was the challenge of continuous adaptation as the University grew, and supporting the Registrar’s office through the expansion. This position was a valuable stepping stone to my role as Program Coordinator, Academic Affairs, as described above. Key functions in this role included: *Served as the first point of contact for faculty, students, and visitors, providing exceptional customer service.*Maintained academic databases and facilitated housing, enrollment, and payment processing.

British Columbia, Canada

Prior to 2007, my work history includes a strong background in Small Business Management, Administrative Assistance, Customer Service, and Hospitality.