Customer Service Office Staff

KATHY NEDRICK

* ****** ********, ****** ** L*R 1W6

Cell: 289-***-****

Email: ********@*******.***

Professional Summary

I am a seasoned business professional with over 20 years of experience in administration. I have a proven record of accomplishment of achieving exceptional results in documentation management and customer service.

Skills

Proficient with the Microsoft Office Suite, Quickbooks, Gmail, Outlook and Zimbra email programs, Goldmine and Maximizer contact management systems as well as Dataphile, RPM, Winfund, Action, ISM and Univeris back office platforms.

Experience

Customer Service Co-ordinator Aug 2017 - Dec 2018

Con-Test - Ajax, ON

Prepared quotes, work orders and invoices for customers in Ontario and Manitoba

Dispatched work orders to the technicians, co-ordinated obtaining purchase orders

Processed all reports provided by the technicians for the testing, certifying and repairing the laboratory equipment and areas within the labs

Handled all customer inquiries

Processed collections and accounts receivables

Senior Administrator Operations Nov 2009 - Apr 2017

Argosy Securities Inc. - Markham, ON

Managed the processing of all client documentation

Managed the processing of all client transactions requests and account material changes

Managed and processed client estate settlements

Managed all communication with the investment advisors, back office staff, front office staff, clients and external companies

Managed all communication with the back office processing team on behalf of the investment advisors and their staff

Financial Planner Assistant Jan 2008 - Sep 2009

Assante Capital Management Ltd. - Toronto, ON

Responsible for placing and following up on trades and obtained market information

Prepared client correspondence and documentation

Communicated with head office and the fund companies on various issues

Answered all customer inquiries and assisted the financial planner as required

Registration and Licensing Coordinator Apr 2005 - Jan 2008

FundEX Investments Inc./ FundEX Insurance Inc - Markham, ON

Managed the corporate and individual registrant mutual fund licensing in Canada and the US

Managed the insurance licensing for registrants in Canada

Processed the errors and omissions insurance for the company and all individual registrants

Communicated with the advisors, their staff, head office staff, outside companies and the national securities regulators in Canada and the US

Registration and Licensing Officer Feb 2002 - Apr 2005

Worldsource Wealth Management Inc./ Worldsource Insurance - Markham, ON

Administered the individual mutual fund and securities licensing in Canada

Processed material changes for the mutual fund and securities registrants

Communicated with the advisors, their staff, head office staff, outside companies and the national securities regulators in Canada

Processed the errors and omissions insurance for all registrants

Member of the social committee

Manager Registrations/Business Processing/Reception Mar 1992 - Oct 2001 Assante Wealth Mgmt/Financial Concept Group/FCG Securities - Toronto, ON

Worked in various roles including reception, trade processing and settlements Managed the corporate and individual mutual fund and securities licensing for new and existing registrants with a team of five staff members

Processed the errors and omissions insurance for all registrants Communicated with the advisors, their staff, head office staff, outside companies and the national securities regulators in Canada

Member of the social committee

Education

Canadian Securities Course / Conduct and Practices Handbook Canadian Securities Institute - Toronto, ON

Hotel and Resort Operations Diploma

Georgian College - Barrie, ON

Grade 13

Owen Sound Collegiate and Vocational Institute

References

Available upon request

Contact this candidate