Experience

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  Guess?, inc.

  Nov 2014 - Jul 2020

  Sales associate

  • Working on the sales floor to assist customers in finding products.• Maintaining the cash desk, running debit credit and cash transactions through the registers.• Greeting new customers, that come into the store.• Packaging/preparing online orders and sending them out.• Stocking new product on the shelves• Closing down the store

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  National bank financial

  Feb 2015 - now

  Wealth associate

  • Prepare paperwork for new and existing accounts• Support branch management in administrative functions: order supplies• Preparing various mailings (client files, applications and client portfolio reviews).• Opened/Closed accounts (TFSA, RSP’S, LIRA’S, RRIF’s)• Open RDSPs and RESPs• Prepare bank deposits and make sure cheques are dated and signed accordingly• Answering phone calls and voicemails in a professional and courteous manner• Greeting all clients that come into the office in a professional and courteous manner• Print daily reports and distribute them accordingly• Assist with opening mail from Canada Post, external and internal couriers. (FedEx, ICS)• Worked with programs such as Croesus, ISM T80 and Check Deposit, Thomson ONE.• Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.• Participate in activities to support Investment Advisors in their business development.• Execute unsolicited transactions, buying and selling of securities and transaction adjustments, if applicable.• Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.• Analyze, open and update client files.• Generate portfolio management reports.• Implement efficient procedures for the administration of client files.• Manage the advisors’ agenda, book appointments and prepare for client meetings.• Provide clients with information on tax slips and other documents.• Assist clients in the use of digital banking services.• Carry out all other related tasks. Show less

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  Manulife

  Nov 2015 - Mar 2016

  Client relations admin

  Handing transactional processing inquiries via telephone and in writing (predominantly email) · Work closely with the plan administrators and plan members of group retirement plans by ensuring we are meeting our client’s expectations · Resolving issues quickly, being proactive with what a client may want or need · Good understanding of products offered in GRS · Good understanding of legislation surrounding different GRS product types · High level of phone confidence and professionalism in interaction with internal and external customers · Working with financial data - Processing withdrawals- Working with programs such as MPS and AWD Show less