CACHET FERNANDEZ

** – **** Mississauga Valley Blvd. Mississauga, ON L5A 3M9 (416) 826 – 9117 acghky@r.postjobfree.com

Proactive, multi-skilled professional with 6+ years hands-on experience in administrative, clerical and human resources roles. Team

player and self-learner with strong analytical and problem-solving skills who can identify and resolve client and supervisor issues in a

professional and supportive manner. Works successfully with minimum supervision.

EXPERIENCE

INVESTMENT PLANNING COUNSEL Mississauga, ON

Sep 2013 – Sep 2014

Transitions Specialist

Worked closely with both internal departments and external financial advisors and vendors to manage the execution of transitioning

advisors under the MFDA and IIROC platforms

Maintained regular communication with new advisors throughout transition process to establish proactive ap proach to all

concerns and took necessary steps to support/resolve service needs, reducing transition complaints by 11%

Ensured advisor transitioning documentation was completed prior to licensing process and accurately maintained in

Maximiser database, receiving recognition from management for excelling within tight deadlines

Managed functions relative to new advisors’ administrative needs and coordinated IT and other technical issues

Generated all reporting communications and information systems to provide pertinent analysis for planning and projections

specific to various audiences

Prepared due diligence presentations in PowerPoint and presented content to prospective new advisors

Maintained knowledge library to ensure all appropriate documents were filed accurately

Prepared progress reports based on advisors’ transitioning stages, tracking progress on daily and weekly basis

Aug 2010 – Sep 2013

Mortgage Operations Administrator

Assisted mortgage agents/brokers with mortgage commission, payroll processing and supplier issues. Supported the smooth

transition of mortgage agents/brokers joining or leaving the firm

Prepared and maintained mortgage interest rate sheets and mortgage sales database in Excel for agents/brokers

Processed bi-monthly department payroll and commissions using Excel and Access

Prepared monthly reports for Finance department in Excel and ensured that all deposits and payroll entries were reconciled

Updated and maintained GIC confirmations and product details in Univeris system

Liaised with Banking Administrators to ensure accuracy in processing of agent/advisor referral fees

Corresponded with lenders, advisors and agents/brokers to resolve issues and inquiries within tight time constraints

Ensured all mortgage files were compliant and filed according to department protocols

Updated the IPC Save website with lender products, mortgage rates and policies on a daily basis

Prepared welcome kits/brochures for new agents/brokers and updated their information in the Access database

Jul 2008 – Aug 2010

Corporate Services Administrator

Processed corporate service requests from the Operations department. Administered overall supplier costing and worked with

Accounts Payable department to perform cost analysis for all courier expenses

Prepared and updated cost outflow Excel spreadsheets for all department vendors

Created and maintained monthly Excel spreadsheets of all internal department costs

Audited invoices to ensure supplies and services were attributed to the correct departments by Accounts Payable

Coordinated invoicing policies and procedures for the Corporate Services department

Maintained accuracy of the IPC web portal contact database

Prepared and mailed out advisor’s commission statement cheques for courier and mail

Performed receptionist duties, including handling high call volumes in a professional manner and ensuring all calls were

directed to the correct department

Feb 2008 – Jul 2008

Securities Operations Administrator

Processed new client application forms for the Operations department. Organized files for opening and closing of client accounts

• Maintained comprehensive database of company clients using Thomson One, ensuring accuracy of client information

• Performed splitting of applications to be sent to National Bank of Canada

• Prepared client correspondence such as welcome letters and packages for courier and mail

ABC GROUP TECHNICAL CENTRE Toronto, ON

May 2007 – Aug 2007

Accounting Assistant - Summer Placement

Managed and maintained Accounts Payable fili ng system for purchase orders. Supported the Controller of the Accounting

department in performing costing analysis for company sub branches

• Organized documentation for processing payments to suppliers

• Created and maintained Excel spreadsheets of cash inflows/outflows for company’s various divisions

• Recorded and filed copies of Purchase Orders for assigned personnel/department

PROFESSIONAL DEVELOPMENT

FILOGIX EXPERT MORTGAGE SOLUTIONS Toronto, ON

Davis + Henderson Ltd. Mar 2011

CERTIFICATE IN HUMAN RESOURCES MANAGEMENT (CHRM) Toronto, ON

Humber College Jun 2010

EDUCATION

BUSINESS ADMINISTRATION ONTARIO COLLEGE ADVANCED DIPLOMA Toronto, ON

Humber College Aug 2007

• Relevant Courses: Human Resources, Business Management, Marketing and Finance

ADDITIONAL

• Computer Skills: Microsoft Office (Word, Excel, Access, PowerPoint, Outlook), Univeris, Thomson One, Maximiser

Volunteer Work: Good Shepherd Ministry (Toronto, 2012 – 2013), IPC’s Annual Children’s Christmas Party (2010 – 2011),

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Yonge St. Mission (Toronto, 2011)

Awards: Recipient of the Queen Elizabeth II ‘Aiming For The Top’ scholarship from the Government of Ontario in recognition

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of outstanding Secondary School achievement

References available on request

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