Nancy Tania Email & Phone Number

Vancouver, Canada Area

• Support the advisor in providing comprehensive financial planning and tailored investment portfolios resulting in clients’ investment objectives being met
• Prepare, edit, and review client meeting materials and correspondence, including portfolio reviews
• Research product offerings, compile data and statistics to be incorporated in client presentations, resulting in better client understanding and satisfaction
• Work collaboratively with advisor and other teams in executing client requests in a timely manner
• Assist advisor in implementing group retirement and executive retirement plans (RCA, IPP)
• Prepare forms, process trades and requests, and follow up to ensure timely completion

Vancouver BC

• Reviewing and planning club finances with simple cost projection, as well as handling membership payments and renewals with Toastmasters International.
• Experienced in presenting and evaluating speeches with various objectives from Competent Communicator and Competent Leadership Toastmaster Manuals.
• Facilitated multiple successful impromptu speaking sessions.
• Collaboratively organized banquets at restaurants and hotels for guests and members with attendance rates of 113%.

North Vancouver BC

• Reorganized office space for better access and flow, increasing the team’s productivity
• Maintained and improved client database filing system and office supply inventory, improving ease of access and client response time
• Answered and routed incoming phone calls in a positive and helpful manner
• Managed incoming and outgoing mails
• Performed ad hoc duties during renewal and billing periods, resulting in smooth-running operation during hectic periods

Bachelor'S Degree, Psychology

Activities and Societies: UBC Psychology Tri-Mentoring Program, Psychology Student Association, Pre-Law Society, Real Estate Club

University Transfer Program, Arts

Activities and Societies: Student Association of Columbia College, Entrepreneur Club, Photography Club