Lindsay Bell

Experience

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  Scotiabank

  May 2011 - Apr 2014

  Customer Service Representative

  I helped customers with their basic finances while providing excellent customer service. The customer service representatives facilitated many aspects of our client's banking needs such as wire transfers, bank drafts, transferring funds, exchanging foreign currency, and more.Apart from attending to clients requests, I familiarized myself with current banking products and services to further assist in the clients time at our branch.

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  Independent Financial Services

  Sept 2011 - Jan 2020

  Assistant

  Working as an assistant for a Senior Associate, I assist with preparing and processing GIC applications, insurance applications, mutual fund transactions through Investia Financial Services Inc. (Mutual Fund Dealer). I also prepare client files before meetings and follow up with them after to ensure everything in the meeting is completed and followed up on. My job also consists of performing administrative work such as filing, booking appointments, and answering calls from clients or companies.Over my time here, I have acquired knowledge of the various rules for different types of mutual fund accounts, segregated funds, insurance products, and so on. I have a basic knowledge of how to use the PALTrak program and Advisor Workstation from Morning Star to assist with outlining client's risks and returns in their portfolio. Show less

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  Investia Services financiers inc. / Investia Financial Services Inc.

  May 2014 - Jan 2020

  Investment Funds Advisor

  I work for a Mutual Funds Representative to help with his client base. I input all mutual fund transactions for my employer, under Investia Financial Services Inc. (Mutual Fund Dealer). This includes preparation of mutual fund trades or transfers, setting up investment accounts, processing the completed paperwork, and following up to ensure things are done properly.

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  Starbucks Coffee Company

  May 2014 - Aug 2015

  Barista

  Created and served drinks and beverages for customers.Worked in a fast-paced and active environment while staying organized, efficient, and providing excellent customer service.I have also worked at Starbucks at a different location from September 2009 - May 2011.

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  CIBC Wood Gundy

  Jan 2020 - now

  Branch Administrator

  - People Management – Oversee the hiring, training, scheduling, supervision and performance management of all support staff in the branch. Manage the hiring process for all support staff roles including obtaining Head Office approval, participating in interviewing and selecting candidates. Support Branch Manager in cultivating a performance oriented culture and develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication.- Operations/Administration – Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions and events. Identify opportunities for increased efficiency and monitor and control branch budget and expenses to ensure profitability. Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses.- Sales Support & Customer Service – Available to assist the Branch Manager and Investment Advisors to perform duties such as taking buy/sell orders of Mutual Funds, stocks and bonds, new issues, and more. Write up trade tickets ensuring accuracy of all particulars pertaining to a trade. Ensure customer service standards and operational procedures are communicated and maintained by liaising among many departments within Wood Gundy. Coordinate between the Sales Assistants and different departments to help provide answers and support in technology or processes. Show less