Catherine Medici

Experience

• 

  Bell Canada

  Mar 1987 - Jul 1996

  Secretary, Collections Rep and Contracts Admin Associate,
• 

  Self-employed

  Dec 1997 - Jun 1998

  Deckhand, Hostess, Dive Master, Cook

  Worked on yachts for various charter companies. General deckhand/Dive Master and hostess duties. Worked as the cook on Captain/Cook charter.

• 

  Ontario Ministry of Education

  Jul 1998 - Jan 1999

  Administrative Assistant
• 

  Ontario Ministry of Education

  Jan 2000 - Dec 2000

  Administrative Assistant
• 

  RBC Dominion Securities

  Jan 2001 - now

  Position summaryPerform administrative functions related to client accounts, and inquiries while providing the highest quality client service. Summary of Essential Job FunctionsClient Service: • Input and follow up on client orders as directed by the IA• Meet and greet prospects and clients• Investigate and follow up on client inquiries• Utilize contact management system for all necessary follow up Administrative: • Investigate and resolve inquiries and complaints related to accounts • Follow up on client trades to ensure proper settlement and delivery• Maintain current knowledge of client accounts by reviewing daily activity• Maintain client accounts • Online account maintenance• Monitor all pending registered plan transfers to ensure completion on a timely basis• Ensure clients’ accurate and timely completion of all necessary documentation & forward• Documentation and New Accounts openings• Research • Print Reports and distribute accordingly • Assist in preparing mailing such as seminars, newsletters, and information packagesSkillset:• Professional telephone manner• Knowledge of the firm’s operations, policies and procedures regarding client accounts, including internal controls policies • Ongoing knowledge of current market activity• Exceptional attention to detail and mature/positive attitude• Excellent time management skills• Superior customer service skills• Strong written and communication skills (English)• Strong Microsoft Office and Excel skills Contacts:• Client Accounting and Mutual Funds• Head Office and other internal business partners• Clients and Centers of Influence ( COI)• Other brokerage firms, mutual fund companies and banks• Internal Management TeamPosition Challenges:• Ability to deliver results with shifting priorities• Ability to prioritize one’s own tasks• Ensure daily communication with the Investment Advisor(s)• Ability to deal with varying personalities • Working with constant interruption Show less

  • Licensed Senior Associate

    Jan 2004 - now

  • Branch Administrator, BTS and Administrative Assistant

    Jan 2001 - Jan 2004