Customer Service Administrative Assistant

K a r e n M u r r ay Fo n t e s

* ******** ****

Waterdown, Ontario L0R 2H5

905-***-****

E-mail *********@*******.***

SUMMARY OF QUALIFICATIONS

• Experience in RIS, ADP, OPS,Vantage. C3, S3, Client Link, BTS, ISM, Windows. Excel/Word,

Dataphile, Class & Amanda

• Effective Communicator in verbal and written forms at all levels

• Disciplined and logical problem solver

• Flexible and competent team member in changing work environment

• Self Starter with excellent interpersonal, organizational and time management skills

• English as first language with knowledge of Sign Language

CAREER HISTORY

BMO Nesbitt Burns/TD Waterhouse PIA

ADMINISTRATIVE ASSISTANT Dec 2012-Present 1yr

May20 06-July2008

• Enter trade orders from Clients and Investment Advisors

• Prepare and fulfill Client requests

• High levels of communication between Assistant and Investment Advisors/ Daily meetings to

touch base and follow up

• Follow up daily from previous days financial activities

• Follow up with transfer department on status of transfer in/out

• Estate Account processing from start to payout

• Keeping Proactive on RIF payments/preventing debits in clients accounts

• Prepare cheques and wire payment into clients bank accounts

• Provide new account packages and all relevant documentation

• Reinvest or cash out maturing GIC/Bonds

• Process RSP contribution/RIF payments

• Transfer/Substituting cash and securities between accounts

• Keeping Investment Advisors organized with schedules, daily transactions, paperwork,

• Calling Mutual Fund companies requesting DSC information

• Ensure various applications are filled out properly

• Mailing clients necessary documents requested/with follow up

• Prepare and mail daily/monthly/quarterly/annual reports as requested from IA

• Inform IA’s of Reorganization of stocks

• Other duties as assigned

• Schedule appoints for IA

TD Canada Trust

PERSONAL BANKING OFFICER Jul 08-Nov 12

• Open New Accounts

• Investment Solutions RSP/RIF, Term Dep, Mutual Funds, GIC

• Portfolio Management

• Secured Real Estate Lending Mortgages, Home Equities

• Unsecured Lending LOC, Loans

• Process and offer solutions to clients

• General Inquiries with follow up

• Exceptional Customer Service

• Open/Close Branch

• Responsibility with decision making and signing authority

• Client money management and solutions

• Appointment booking/Reception/phone

TD CANADA TRUST

CUSTOMER RELATIONS CO ODINATOR Jan 01-Jun-06

• Greet and thank every customer for their business

• Direct customers to appropriate services

• Inquire into specific needs of customer(s)

• Answer telephone and direct calls to appropriate personnel

• Disperse mail and courier outgoing mail for all cost centres within branch

• Secure replacement visa cards until customer pick-up

• Issue and replace access cards and pin numbers

• Register bills for electronic banking

• Discuss needs of unscheduled customers, document, and direct to appropriate financial

representative

EDUCATION

High School OSSD White Oaks Secondary, Oakville, Ontario

McMaster University Kinesiology 2 years

Accreditation IFIC Mutual Fund License,

CAAMP Mortgage License

VOLUNTEER

St John’s Ambulance

Milton/Oakville Youth Soccer Club

Canadian Diabetes Association

Various events through TD Canada Trust

Contact this candidate