Household and Family Office

• Proposing and implementing financial solutions for personal and business clients. • Investigating, actioning, and solving client concerns, complaints, and completing time-sensitive requests. • Liaising with and supporting Wealth Management, PH&N, and Private Banking clients. • Referring high-value clients for mortgages, financial planning, investing, and retirement planning. • Building, maintaining, strengthening, and developing new and existing long-term client relationships. • Branch operations, confidential correspondence, cash management, branch records, and general ledgers. • Negotiating financial transactions, multi-channel, and digital enablement.

• Mobile Client Advisor supporting up to 50 branches across the GTA: Central, West End, East End, Midtown, North York, Etobicoke, and Mississauga. • Executing adaptive response, reactive, and emergency coverage support to RBC staff, vital branch services, and operations to bolster, and ensure business continuity. • Cultivating, growing, and deepening RBC client relationships with diverse client diasporas and demographics. • Helping, serving and engaging communities representing multitudes of age groups, languages, income levels, cultures, ethnicities, minorities, and religious backgrounds. • Protecting clients and communities: detecting, preventing, and investigating financial fraud and money laundering. Providing court requested affidavits for crown prosecution.

• Prioritized potential client base sourced from "for Sale by Owner" websites based on sales conversion potentials. • Effectively pitched customers a unique new service that matched home buyers and sellers with real estate agents online. • Converted 80-100 leads to active online users by walking them through the account creation process and listing their property on the Commission Pitch website. • Created a computerized database of potential and converted clients for record keeping purposes.

• Generated and managed over 10 new accounts that included regional and multinational clients. • Facilitated company access to client decision makers such as purchasing, procurement, marketing, public relations and brand managers to assist with the attainment of new orders. • Newly secured accounts achieved required sales and profitability targets. • Regularly presented advertising campaign plans and appropriate project solutions to clients for approval or modification. • Worked with and managed 5 suppliers and subcontractors in printing, joinery, 2D and 3D designing. • Estimated costs of products and services from given supplier through negotiation keeping project budget and client interest in mind at all times. • Surveyed and assessed products before client delivery to ensure quality control standards were met.

• Prepared clinic file database for government audit by chronological and alphabetical categorization including liquidation of no longer relevant documentation. • Organized medical records and catalogued current patient files. • Managed and delegated secretarial tasks to fellow administrative assistants for the structuration of the clinic file database that included medical records and patient folders.