With over ten years of experience in financial services and estate settlement, I thrive on transforming challenges into opportunities for growth. As an Estates Team Manager, I lead a dedicated team in optimizing the client experience in estate settlement for Fidelity Clearing Canada.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.- Analyze market conditions to determine optimum times to execute securities transactions.Explain stock market terms or trading practices to clients.

- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.- Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.- Analyze market conditions to determine optimum times to execute securities transactions.Explain stock market terms or trading practices to clients.

- Able to apply various leadership styles in any given situation to benefit the team and achieve Tangerine Bank’s core objectives -Subject Matter Expert in Estates matters including Bankruptcies, Requirement to pay, Court Orders, Garnishments, Estate and Power of Attorney; knowledge used to provide accurate guidance to Estates Account Managers -Participate in the administration of Estates, Power of Attorneys, Requirement to Pay, Garnishments, Bankruptcies, including reviewing the documentation, update various systems, multiple follow up discussions with Clients -Investigate and Solve Client Escalations regarding Bankruptcies, Requirement to Pay, Garnishment, Court Orders, Estate and Power of Attorney

-Guided Banking Centres through the estate process in terms of disbursing CIBC assets to the appropriate Estate Representatives and Beneficiaries -Aided Banking Centre Partners in reviewing estate documents of deceased clients; ensuring that valid proof of death documents, wills and lawyer requests have been providedPrepared documents for Estate Representatives and Beneficiaries to sign and review signed documents to ensure that they are complete and accurate-Worked with colleagues from multiple departments (Wealth Management, Mortgage Servicing, Credit Card Services and other CIBC teams) to settle assets from different lines of business on behalf of the Banking Centre to quicken the processing time and make a smoother experience for Estate Representatives dealing with CIBC-Educated Banking Centre Leaders and Financial Services Representatives on the risks associated when dealing with estates that do not have probate or potential for conflict by completing risk assessments

Ranked in 1st quartile for referrals to Financial Service Representatives Responsibilities * Provided excellent customer service while assisting clients with their daily needs (Deposits, Withdrawals, Foreign Exchange, Drafts/Money Orders) *Proactively demonstrated lobby leadership in the customer lounge and self serve areas of the branch to deliver an exceptional customer experience *Promoted CIBC products while meeting and exceeding weekly targets *Expertise in identifying new sales opportunities and making quality referrals to colleagues *Gained considerable knowledge of CIBC software (COINS, CBFE, ECIF)

Executive Assistant to Division Director, helping to build the division.

In this position I receive payments from clients pertaining to the vast amount of services that the company offers. I direct clients when they arrive at the office for meetings. I contact clients in regards to their accounts and address any comments or concerns.