Pedro Badia Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Toronto, Ontario, Canada

- Analyzed financial data such as investment returns and market trends to provide informed investment recommendations. Identified opportunities for Private Bankers and Financial Planners by thoroughly reviewing profiles and making good use of analytical skills - Developed a custom Excel spreadsheet to perform complex mortgage approval calculations, allowing for swift and accurate estimates to be provided to customers without the need for a credit application. This streamlined approach resulted in significant time savings and enhanced customer satisfaction.- Managed financial risks by identifying potential risks and implementing effective risk management strategies such as diversifying investments and developing contingency plans.- Collaborated to maintain a positive work environment. Exercised leadership by example, fostering respectful relations through honest communication, mutual trust, and listening.

Toronto, Ontario, Canada

- Responsible for account openings, credit applications, and everyday banking needs. By thoroughly reviewing profiles and making good use of analytical skills, identified opportunities for Financial Advisors and Financial Planners.- Nominated Toronto West MVP in 2022’s second quarter.- Demonstrated teamwork by covering managers and supervisors, guiding and coaching junior associates.

Toronto, Ontario, Canada

- Identified opportunities and collaborated with the sales team by sending referrals for investments, credit lines, and credit applications.- Obtained excellent results. Nominated to the 2021 Quarter 3 Recognition reward.- Processed transactions and operations, ensuring compliance with Policy and Procedure.

- Analytical skills and attention to detail honed through analyzing complex legal cases, conducting extensive legal research, preparing and reviewing legal documents. - Utilized Excel to gather data from hundreds of cases, filter and sort them to create reports, monitor and prioritize approaching deadlines, while also following up on cases that were experiencing delays to ensure timely resolution.- Created a custom data visualization tool using Excel, which enabled the firm to make data-driven business decisions. For instance, we were able to identify which case types were more profitable and tailor our services accordingly.- Research skills gained through gathering and synthesizing information from various sources to build strong legal cases.- Supervised the transition from a paper-based to a digital work environment, merging information into a cloud database.

- Delivered excellent administrative assistance by keeping centralized information about the cases and providing up-to-date information to clients and lawyers. - Multitasked on a daily basis in a fast-paced environment while meeting deadlines and contributing to closing cases ahead of schedule.- Performed clerical duties, opening and closing files, scanning and copying documents, mailing, data entry, billing, accounting and elaborating financial reports. - Liaised between clients and lawyers to schedule meetings, and delivered easily comprehensible calendaring.

- Selected through a challenging exam to the Brazilian equivalent of the Prosecution Office. - Greeted the public, gave information and dealt with complaints. - Focused on problem-solving, and took the initiative to perform tasks typically under the responsibility of senior employees. - Substantially decreased the amount of delayed work and increased department organization.