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Ana Sofia Santos

Ana Sofia Santos

Personal Banking Representative

Followers of Ana Sofia Santos42 followers
location of Ana Sofia SantosYork, Ontario, Canada

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  • Timeline

  • About me

    Eckler Ltd.

  • Education

    • York University - Glendon College

      1989 - 1992
      Bachelor's degree English Language and Literature, General

    • University of Toronto

      1991 - 1991
      Institute of Canadian Bankers

      Activities and Societies: Courses Taken: -Communications -Business Management -Foundations of Marketing -Introduction to Accounting

  • Experience

    • CIBC

      Nov 1989 - Nov 1989
      Personal Banking Representative

      Queen and Bathurst Branch May 91 – Nov 92Personal Banking Representative• Utilized expertise in products, policies, procedures and services to identify a customer’s requirements for an accurate investment selection.• Provided credit services such as Loans and Personal Lines of CreditCollege and Spadina Branch Nov 89 - May 91Customer Service Representative and Personal Banking Representative

    • CIBC Securities Inc.

      Nov 1992 - May 1998
      Investment Specialist

    • CIBC

      May 1998 - May 1999
      Financial Services Associate

    • MD Managment Ltd

      Feb 2000 - Jun 2000
      Assistant Regional Administator

      • Overall responsibility for regional office administration, marketing and service functions.• Administrative support for a team of 2 to 4 Financial Consultants.

    • Fastrack Systems Inc.

      Jun 2000 - Dec 2002
      Client Service Manager

       Responsible for overall relationship with Trustee and Corporate sponsors Employee Stock Purchase and Stock Option Plans. Maintained senior management level contact with both HR/Benefits and Financial Executives, and was accountable for the service delivery. Accountable to ensure client satisfaction from the point of sale through implementation and ongoing services. Managed a group of Client Service Professionals including the supervising the Air Canada team (3 plus employees). When assigned to projects reported directly to President. Also, worked as Client Service Professional from Jan. to Feb. 2000. Asked to return by Management. Show less

    • Aviation Unlimited (1990) Inc. - Temporary Assignment

      Apr 2005 - Jul 2005
      Parts Sales/Office Administration

      Responsible for overall handling of daily parts processes and operations including, quoting, purchasing, shipping and receiving of Aircraft Parts. Accountable for banking processes.

    • Rogers Wireless Partnership - Temporary Assignment - Ajilon

      Jul 2005 - Apr 2006
      Senior Administrative Assistant/Executive Assistant

      Working independently to provide advanced, highly diversified, confidential and administrative assistance, exercising initiative and good judgment on a regular basis.

    • AGF Funds Inc. - Temporary Assignment - Appleone

      Feb 2007 - May 2007
      Executive Assistant to CIO & Executive VP

      Working independently to provide excellent administrative support to the Executives and the entire department.

    • BMO Financial Group - Temporary Assignment - Appleone

      Jun 2007 - Jun 2008
      Executive Assistant to VP, Brand & Customer Experience

      Working independently to provide advanced, highly diversified, confidential and administrative assistance exercising initiative and good judgment on a regular basis.

    • TSSA

      Jun 2008 - Jan 2009
      Executive Assistant to Corporate Secretary

      Providing extensive assistance to the Corporate Secretary, Board of Directors and CEO when needed.

    • Central 1 Credit Union - Temporary Assignment - Ajilon

      Feb 2010 - Mar 2010
      Administrative Assistant to VP. Policy & Strategy

      Calendaring for the VP, Director, Industry Projects and Director, Business Development as well as, coordinating travel logistics.

    • Omers Private Equity - Temporary Assignment - Appleone

      May 2010 - Jun 2010
      Administrative Assistant

      Reporting to 4 Managing Directors, 1 Director and 4 Managers. Extensive calendaring, as well as, comprehensive coordination, domestic as well as international travel logistics.

    • Central 1 Credit Union

      Jun 2010 - Aug 2012
      Senior Administrative Assistant to SVP, Policy & Strategy

      Extensive calendaring and coordinating of travel logistics and for SVP as well as Director, Industry Projects and Director, Business Development.

    • Adecco

      Jan 2020 - Mar 2020
      Receptionist

      Eckler Ltd.Contracted to cover reception. Asked to return various times. Last contract cancelled due to Covid-19.

    • Houselink & Mainstay

      Apr 2021 - May 2022
      Executive Office Coordinator, Human Resources and Operations

      Provide extensive assistant to the Manager, Human Resources, IT and Administration.

    • Eckler Ltd.

      Apr 2022 - now
      Executive Assistant

  • Licenses & Certifications

    • PowerPoint Essential Training (Office 365)

      LinkedIn
      May 2019
      View certificate certificate

    • Outlook Essential Training (Office 365)

      LinkedIn
      Nov 2018

    • Excel Essential Training (Office 365/Microsoft 365)

      LinkedIn
      Oct 2020