Solange Sofia Reiter Derkatch Email & Phone Number

Ottawa, Ontario, Canada

Provider of financial services to Canadian doctors in Canada. The company's services include financial planning, investments, wealth management and planning, insurance, trust and banking services, enabling their clients to plan and mange their wealth and get financial advice.Responsible for the administration of client accounts including account openings, account maintenance and account funding.Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated… Show more Provider of financial services to Canadian doctors in Canada. The company's services include financial planning, investments, wealth management and planning, insurance, trust and banking services, enabling their clients to plan and mange their wealth and get financial advice.Responsible for the administration of client accounts including account openings, account maintenance and account funding.Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers Show less

Ottawa, Ontario, Canada

• Pre-filled and prepared New Account Application Forms including supporting documentation. (Know Your Client Forms, Investment Policy Statements, Investment Counselling Agreements, Family Pricing Agreements, RC518, RC519, W-8Ben Forms, etc.)• Prepared documents for e-signature and distribution to clients.• Reviewed accuracy of completed and returned documentation.• Opened investment accounts.• Reviewed assigned activities throughout day.• Maintained monthly compliance… Show more • Pre-filled and prepared New Account Application Forms including supporting documentation. (Know Your Client Forms, Investment Policy Statements, Investment Counselling Agreements, Family Pricing Agreements, RC518, RC519, W-8Ben Forms, etc.)• Prepared documents for e-signature and distribution to clients.• Reviewed accuracy of completed and returned documentation.• Opened investment accounts.• Reviewed assigned activities throughout day.• Maintained monthly compliance related tasks as required i.e. follow up on non-complaint paperwork.• Maintained a follow-up system for initiated inquiries.• Updated client databases, as required, to ensure maintenance of accurate client information.• Participated in projects, as required.• Maintained productivity and accuracy standards. Show less

Ottawa, Canada Area

• Supported company’s growth from 15 stores to 22 stores by improving processes to successfully meet new demands• Received products from suppliers following all procedures for safe material storage, transport, shipping, and receiving• Blended, packaged, and labeled teas and prepared food products, readying them for daily picking and delivery• Prepared online orders on ShipStation system; prepared, packaged, dispatched products to Canada and the US • Performed inventory and… Show more • Supported company’s growth from 15 stores to 22 stores by improving processes to successfully meet new demands• Received products from suppliers following all procedures for safe material storage, transport, shipping, and receiving• Blended, packaged, and labeled teas and prepared food products, readying them for daily picking and delivery• Prepared online orders on ShipStation system; prepared, packaged, dispatched products to Canada and the US • Performed inventory and quality control assessments inside the warehouse; ensured daily internal account transactions were properly entered• Ensured adherence to all policies and procedures relating to organic food safety and other safety standards Show less

Ottawa, Canada Area

• Provided prompt, warm, and engaged service, ensured that every customer had an excellent experience, corrected any mistakes quickly• Performed expediting, cash, stocking, and beverage/food preparation duties, transitioning between tasks seamlessly in a fast-paced environment• Followed Health and Safety guidelines to keep the Shop to the required standards

São Paulo Area, Brazil

• Supported customers from beginning to end (prospection, partnership development, contract signing, and after-sales)• Developed daily reports of the number of contracts signed, the volume of sales, to ensure that the monthly goals were reached• Achieved monthly goals, obtaining several awards for being a sales leader

São Paulo Area, Brazil

• Guided a team of five people, delegated tasks, and solved conflicts between team members to keep a healthy work environment• Experienced in SAP/Flow to register closing sales, prospects, and partnerships• Prepared weekly reports for the marketing and sales department• Trained new resources on sales, customer care, presentation of services for potential customers, negotiation and all administrative processes

São Paulo Area, Brazil

• Planned, managed, selected contractors for internal events for over 400 employees including senior management• Conducted employee surveys to identify improvements. Updated the HR organizational climate policies and worked with the Management Development and Integration Program team to provide to the employees the best work experience

Diploma Of Education, Administrative Assistant And Secretarial Science, General, Gpa: 3.93/4.0

Skills gained from this program: • Developed time management, organizational skill and setting priorities for effectiveness and efficiency.

Bachelor'S Degree, Tourism