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Samanta Taina Lima Email & Phone Number

Service Support Officer at Scotia Wealth Management at Scotia Wealth Management
Location: Barrie, Ontario, Canada 7 work roles 3 schools
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Current company
Scotia Wealth Management
Role
Service Support Officer at Scotia Wealth Management
Location
Barrie, Ontario, Canada
Company size
3 employees

Who is Samanta Taina Lima? Overview

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Quick answer

Samanta Taina Lima is listed as Service Support Officer at Scotia Wealth Management at Scotia Wealth Management, a with 3 employees, based in Barrie, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Samanta Taina Lima.

Samanta Taina Lima previously worked as Service Support Officer at Scotia Wealth Management and Customer Service Representative at Scotiabank. Samanta Taina Lima holds Canadian Securities Course I & Ii from Canadian Securities Institute.

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Email format at Scotia Wealth Management

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Scotia Wealth Management

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Profile bio

About Samanta Taina Lima

Samanta Taina Lima is a Service Support Officer at Scotia Wealth Management at Scotia Wealth Management. She possess expertise in microsoft excel, seguros, sistemas operacionais, risk management, microsoft office and 10 more skills. She is proficient in English. Colleagues describe her as "I’m grateful to have worked with Samanta at Yasuda Seguros. She is dynamic, helpful, and intelligent. Her work is highly qualified and her dedication to delivering quality work was quickly evident. Samanta is definitively a great partner that is always possible to count on."

Listed skills include Microsoft Excel, Seguros, Sistemas Operacionais, Risk Management, and 11 others.

Current workplace

Samanta Taina Lima's current company

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Scotia Wealth Management
Scotia Wealth Management
Service Support Officer at Scotia Wealth Management
Website
scotiawealthmanagement.com
Employees
3
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Company profile
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7 roles

Samanta Taina Lima work experience

A career timeline built from the work history available for this profile.

Customer Service Representative

Current
Scotiabank

Further developed strong communication and organizational skills by offering innovative support services to clients on digital and self-serve platforms and engaging in conversations to identify potential business opportunitiesDemonstrated effective team spirit by initiating referrals to appropriate team members and maintaining a healthy work environment for optimal customer experienceReview the customer profile and engage customers conversation to identify potential opportunities and address every day banking needs

Jun 2018 - Present

Client Advisor

Rbc

Barrie, Canada

Delivered exceptional customer service experience by providing innovative solutions, financial advice and partner introductions to the clients Demonstrated initiative and independence by taking ownership to resolve and prevent client banking problems and leverage technology to deliver a memorable client service experienceDeveloped strong professional acumen by managing risks by adhering to compliance routines, processes and controls to protect clients and shareholder interests.

Nov 2017 - Jun 2018

Portfolio Assistant

Stratigis Capital Advisors

Toronto, Canada Area

Developed strong analytical skills by analysing data accuracy, reviewing portfolio allocations and managing clients accounts and portfoliosMaintained professional relationship with service providers and clients by assisting them with account servicing and generating performance reports through portfolio management systemsAssisted Risk managers with compliance programs and played a vital role as a liaison between company and the service providers

Oct 2016 - Oct 2017

Financial Coordinator

Sompo Seguros

São Paulo E Região, Brasil

Coordinating of daily cash flow and projected cash flow.Processed accounts payables: invoices, check requests and expense reimbursementsProcessed accounts receivables Control account in foreign currency: receivables and paymentsReconciliation of bank accounts Prepare and present weekly reportsComplete annual budget by collecting and consolidation data from different departmentsCalculation of technical provisions and minimum capital requiredAssist in financial audit and analysis to comply with auditors and consultants

Oct 2010 - Jul 2014

Actuarial Analyst

Sompo Seguros

São Paulo E Região, Brasil

Calculation of technical provisions: Premiums provisions Incurred but not reportedValidation of data base for the purposes of the calculation of provisionsCalculation of minimum capital required, additional capital underwriting and credit risk.

Mar 2009 - Oct 2010

Technical Administrative

Liberty Seguros

São Paulo E Região, Brasil

Support internal areas of the company and commercial insurance brokers; Endorsements calculation : analyzing the risk, issuing proposalsAnalysis of billing Inconsistencies / installments in arrears;Inconsistency of debts; return of credit; link of credit; Maintain connection with bank branch for inconsistency of credit and improper debit search.

Jan 2006 - Mar 2009
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →

CA Colleen Advani Colleen Advani Colleague at Scotia Wealth ManagementBarrie, Ontario, Canada View → TG Tasha Godfrey Tasha Godfrey Colleague at Scotia Wealth ManagementKitchener, Ontario, Canada View → SA Saleema Ali Saleema Ali Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → MM Monica Malec Monica Malec Colleague at Scotia Wealth ManagementCalgary, Alberta, Canada View → CL Carmen Luisa Téllez Girón Garza Carmen Luisa Téllez Girón Garza Colleague at Scotia Wealth ManagementAtizapán De Zaragoza, México, Mexico View → JP Juan Pablo Bustamante Juan Pablo Bustamante Colleague at Scotia Wealth ManagementCiudad Nezahualcóyotl, México, Mexico View → DS Deyre Selene Dominguez Venzor Deyre Selene Dominguez Venzor Colleague at Scotia Wealth ManagementChihuahua, Mexico View → JM Javid Mohabir, Pmp, Cspo Javid Mohabir, Pmp, Cspo Colleague at Scotia Wealth ManagementCanada View → EW Eleanor W. Eleanor W. Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada View → BM Brian Melhoff Brian Melhoff Colleague at Scotia Wealth ManagementCalgary, Alberta, Canada View →
3 education records

Samanta Taina Lima education

Canadian Securities Course I & Ii

Canadian Securities Institute

Graduate Certificate, Financial Planning

Centennial College

CSI - Canadian Securities Course Estate Planning and Risk Management - CIFP Tax Planning - CIFP Retirement Planning Corporate Credit.

Bachelor’S Degree, Actuarial Science

Pontifícia Universidade Católica De São Paulo
FAQ

Frequently asked questions about Samanta Taina Lima

Quick answers generated from the profile data available on this page.

What company does Samanta Taina Lima work for?

Samanta Taina Lima works for Scotia Wealth Management.

What is Samanta Taina Lima's role at Scotia Wealth Management?

Samanta Taina Lima is listed as Service Support Officer at Scotia Wealth Management at Scotia Wealth Management.

Where is Samanta Taina Lima based?

Samanta Taina Lima is based in Barrie, Ontario, Canada while working with Scotia Wealth Management.

What companies has Samanta Taina Lima worked for?

Samanta Taina Lima has worked for Scotia Wealth Management, Scotiabank, Rbc, Stratigis Capital Advisors, and Sompo Seguros.

Who are Samanta Taina Lima's colleagues at Scotia Wealth Management?

Samanta Taina Lima's colleagues at Scotia Wealth Management include Colleen Advani, Tasha Godfrey, Saleema Ali, Monica Malec, and Carmen Luisa Téllez Girón Garza.

How can I contact Samanta Taina Lima?

You can use AeroLeads to view verified contact signals for Samanta Taina Lima at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Samanta Taina Lima attend?

Samanta Taina Lima holds Canadian Securities Course I & Ii from Canadian Securities Institute.

What skills is Samanta Taina Lima known for?

Samanta Taina Lima is listed with skills including Microsoft Excel, Seguros, Sistemas Operacionais, Risk Management, Microsoft Office, Seguros Gerais, Business Strategy, and Business Planning.

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