Natalie Yan Email & Phone Number
@fidelity.ca
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Who is Natalie Yan? Overview
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Natalie Yan is listed as Client Experience Manager at Fidelity Canada, a with 539 employees, based in Canada. AeroLeads shows a work email signal at fidelity.ca and a matched LinkedIn profile for Natalie Yan.
Natalie Yan previously worked as Senior Client Relation Representative at Mackenzie Investments and Client Relation Representative at Mackenzie Investments. Natalie Yan holds Diploma, Financial Services, Customer Service from Seneca College.
Email format at Fidelity Canada
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AeroLeads found 1 current-domain work email signal for Natalie Yan. Compare company email patterns before reaching out.
About Natalie Yan
Natalie Yan is a Client Experience Manager at Fidelity Canada. She possess expertise in cantonese, mandarin, english, microsoft office, communication and 23 more skills. She is proficient in English.
Listed skills include Cantonese, Mandarin, English, Microsoft Office, and 24 others.
Natalie Yan's current company
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Natalie Yan work experience
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Senior Client Relation Representative
Client Relation Representative
Data Processor
• Prepares source data for computer entry by compiling and sorting information; establishing entry priorities.• Processing and verification responsibilities for various documents.• Open, read, route, and distribute incoming mail or other materials and answer routine letters.• Maintains operations by following policies and procedures; reporting needed changes.• Verifies entered customer and account data by reviewing, correcting, deleting, re-entering data; purging files to eliminate duplication of data.• Entered numerical data into databases in a timely and accurate manner.• Reviewed and updated client correspondence files and scheduling database.
Aml Administrator
- Answer and screen telephone calls and direct messages and calls to appropriate person- Review and sort incoming mail, deliver to appropriate person- Make domestic and international travel arrangements and schedule appointments as needed- Coordinate meetings (setting up conference calls, scheduling meeting rooms, arranging reservations/catering, etc.)- Manage calendar including scheduling meetings, rooms and appointments.- Track expenses and manage corporate credit cards- Perform other administrative duties including filing, photocopying, faxing and ordering and maintaining office supplies, office relocations, phone, computer service- Gather information and conduct research as requiredKnowledge and Experience
Administrative Assistant
• Operate communication systems, such as telephone, switchboard, intercom, two-way radio, or public address.• Answer incoming calls, greeting callers, providing information, transferring calls or taking messages as necessary.• Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.• Perform clerical duties, such as typing, proofreading, accepting orders, scheduling appointments, and sorting mail.• Manage projects or contribute to committee or team work.• Arrange conference, meeting, or travel reservations for office personnel.• Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications.• Open, read, route, and distribute incoming mail or other materials and answer routine letters.• Scan or read incoming materials to determine how and where they should be classified or filed.• Set up and maintain paper and electronic filing systems for records, correspondence, and other material.• Schedule and confirm appointments for clients, customers, or supervisors.• Order and dispense supplies.
Financial Secretary
• Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.• Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.• Transmit information or documents to customers, using computer, mail, or facsimile machine.• File and maintain records.• Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.• Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
Operation Assistant
• Operate telephone switchboards and systems to advance and complete connections, including those for local, long distance, pay telephone, mobile, person-to-person, and emergency calls.• Worked well independently and complete assigned tasks in the tight deadlines under fast-paced environment;• Established work priorities, by demonstrates ways to ensure procedures are followed, increase productivity and problem solving and decision making• Aware of Operational Risk that associated with the role, and ensured that all actions during the employment with HSBC, implemented operational changes and prepare periodic in the reporting process• Enter commands, using computer terminal, and activate controls on computer and peripheral equipment to integrate and operate equipment.
Colleagues at Fidelity Canada
Other employees you can reach at fidelity.ca. View company contacts for 539 employees →
Taylor Marshall
Colleague at Fidelity CanadaToronto, Ontario, Canada
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RP
Richard Park
Colleague at Fidelity CanadaVaughan, Ontario, Canada
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KH
Kyle Hunter
Colleague at Fidelity CanadaToronto, Ontario, Canada
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TN
Tre Nicholson
Colleague at Fidelity CanadaCanada
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LA
Lana Angerman, Cim®
Colleague at Fidelity CanadaGreater Calgary Metropolitan Area, Canada
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EW
Eric Wood
Colleague at Fidelity CanadaToronto, Ontario, Canada
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KC
Karmen Cheung, Cpa, Cga
Colleague at Fidelity CanadaMarkham, Ontario, Canada
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RG
Ravina Gill
Colleague at Fidelity CanadaCanada
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PA
Parsa Ahmed
Colleague at Fidelity CanadaToronto, Ontario, Canada
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BE
Brooke E. Ashton
Colleague at Fidelity CanadaCanada
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Natalie Yan education
Diploma, Financial Services, Customer Service
Bachelor'S Degree
Frequently asked questions about Natalie Yan
Quick answers generated from the profile data available on this page.
What company does Natalie Yan work for?
Natalie Yan works for Fidelity Canada.
What is Natalie Yan's role at Fidelity Canada?
Natalie Yan is listed as Client Experience Manager at Fidelity Canada.
What is Natalie Yan's email address?
AeroLeads has found 1 work email signal at @fidelity.ca for Natalie Yan at Fidelity Canada.
Where is Natalie Yan based?
Natalie Yan is based in Canada while working with Fidelity Canada.
What companies has Natalie Yan worked for?
Natalie Yan has worked for Fidelity Canada, Mackenzie Investments, Td, Rbc, and Money Maker Financial Consultants Inc..
Who are Natalie Yan's colleagues at Fidelity Canada?
Natalie Yan's colleagues at Fidelity Canada include Taylor Marshall, Richard Park, Kyle Hunter, Tre Nicholson, and Lana Angerman, Cim®.
How can I contact Natalie Yan?
You can use AeroLeads to view verified contact signals for Natalie Yan at Fidelity Canada, including work email, phone, and LinkedIn data when available.
What schools did Natalie Yan attend?
Natalie Yan holds Diploma, Financial Services, Customer Service from Seneca College.
What skills is Natalie Yan known for?
Natalie Yan is listed with skills including Cantonese, Mandarin, English, Microsoft Office, Communication, Analysis, Finance, and Time Management.
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