-Lead the development and implementation of an automated risk register system using Power Automate and Microsoft Lists to streamline risk management processes-Collaborate with stakeholders to gather requirements, define project scope, and design workflows for tracking and managing risks within the organization

-Conduct portfolio reviews to ensure compliance with internal policies and regulatory requirements-Review portfolio transactions to confirm proper documentation, disclosures, and regulatory filings are completed

-Authored a summary of the Annual Registered Fees process, ensuring clarity for stakeholders.-Documented all year-end processes in detailed runbooks, utilizing Gantt charts to visually represent timelines-Leveraged Power Query to consolidate multiple runbooks into a single, comprehensive master year-end runbook-Led a project to automate the creation of monthly status reports, streamlining workflow and reducing manual effort-Developed an Excel macro to export project summaries to PowerPoint, enhancing reporting consistency and presentation quality

-Provided exceptional customer service to financial advisors-Assisted with onboarding new clients, ensuring a seamless and efficient process for account setup and transfers-Facilitated transactions such as fund transfers, trades, and account maintenance with accuracy and adherence to regulatory standards

-Led the development and implementation of automated 3-year forecasting systems -Engineered new processes for salary variance analysis-Engaged with stakeholders throughout the organization and other governmental departments-Personally handled the salary recoveries of both the Honorable Filomena Tassi and Helena Jaczek

-Lived and worked in Northern Ontario wilderness, sleeping in a tent -Planted black spruce, white spruce, and jack pine seedlings six feet apart, averaging 2-3 thousand daily-Dealt with harsh conditions including rain, extreme heat, swamps, and insects- particularly black flies and mosquitos

-Led young learners through English language classes-Worked in partnership with Chinese teachers to manage the classroom-Conducted professional development seminars for foreign teachers, emphasizing effective lesson planning

-Responsible for a variety of cleaning and re-stocking activities -Gained invaluable customer service experience-Mentored new employees