Stephanie Yim, Pmp Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

• Responsible for all office management operations for both entities, including:
• Managing, executing and monitoring of portfolio manager trading activities;
• Liaising with the Transfer Agency and Custody Services on all daily processes;
• Responsible for all fiscal and statutory financial reporting including the Management Report of Financial Performance;
• Responsible for liaising with Accounting and CRA on regulatory and taxation reporting;
• Managing Board of Director meetings and maintaining minutes of meetings;

Toronto, Canada Area

• Subject Matter Expert for 4 largest clients, providing direction and assistance to the Contact Centre associates in material specific to the 4 clients, and industry knowledge in general
• Backup to Group Manager - responsible for general oversight of contact centre department including department time management, service level agreement reporting, and ensuring correct compliance procedures
• involved in projects to streamline internal database repository and ensure consistency in information company-wide
• Responsible for day to day approvals of reports and escalations, as well as mentoring and training of new associates
• Liaison between clients and IFDS regarding any matters relating to updates in fund releases, service disruptions or potential improvements to facilitate client service matters
• Provide investors, brokers or investment advisors with account and fund-level information, as well as trade reconciliation facilitation and general back-office direction

Toronto, Canada Area

• Responsible for the end to end Administration of client transfer requests;
• Custodian of fund administrator record – information processing, reconciliations and settlements;
• Provided direction, guidance and assistance in facilitating transactions;
• Conduct investigations to settle outstanding transfers documentation;
• Produce transfer documentation package (subscription documentation, transfer forms and due diligence documentation;
• Provide assistance to clients and maintain relationships with Transfer Agents, Fund Managers and Counter Parties;

• Assisted the Director of Business Development in managing merging activities between VenGrowth and Covington Funds.
• Developed and maintained new and existing client relationships
• Acted as back-up senior management during their absence in approving requests & recommendation implementations
• Built and maintained client database to facilitate formal merger communication
• Developed and formalized client communication protocol
• Provided formal responses to client queries and requests

• Designed and delivered English lessons to middle school aged students.
• Taught fundamental English language skills in grammar, comprehension & creative writing
• Delivered critical thinking theories, speech-writing and presentation skills
• Managed students with behaviors issues through counseling and positive reinforcement
• Provided positive reinforcements to students utilizing comprehension summaries
• Customized lessons to facilitate the different learning curves and needs of each class

• Provided financial trade reconciliation with investors, advisors, brokers and intermediary/nominee institutions within a specialized labour-sponsored team
• Participated in model office system testing and reconciliation for client system conversions and new system setups
• Performed new-associate training and initial performance monitoring

Bachelor Of Administrative Studies, Finance

Education record