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• Set up and maintain manual and computerized information filing systems

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