Profile
Over ** years of experience in Corporate Trust Services for Québec and the Maritimes at Computershare, an industry leader in providing corporate trust services in Canada, with $1.5 trillion of debt under administration
Performed internal control assessments and provided recommendations on improvements processes
Supervise and train a team of up to 8 junior/intermediate staff
Bilingual (English and French)
Strong analytical skills (pivot tables, vlookups)
Organized fast-learner with ability to work with strict deadlines
Excellent communication skills when working in teams and a great motivator
Active volunteer for Cedars CanSupport at Montreal General Hospital
Professional Experience
Computershare Trust Company of Canada
Manager, Administration – Corporate Trust Services March 2011-November 2016
Operations and Administration of International and Canadian business of the State of Israel bond program
Monitor staffing, provide on-going support and training in the administration unit, trained new employees and managed and planned employees’ schedules (ensured
optimal staffing and service during rush-hours)
Month end responsibilities such as top level journal entries and reconciliations, monthly variance analyses.
Work with the General Manager for the preparation of the entire budgeting process for 2 branches
Maintaining high level of quality service to clients in order to prevent loss of business and retention of clients.
Professional, Administration – Corporate Trust Services 2006 – 2011
Assist General Manager in preparation of budget
Complete and transmit quarterly and annual reports
Ensure audit recommendations are implemented
Business resumption plan, risk management and taxation
Client servicing of own portfolio of client/files
Provided day-to-day support on review of documents and escalations.
Administrator – Corporate Trust Services 2004 – 2006
Assisting Trust Officers with various tasks on new and existing files
Handle movement of funds and investments over one billion in assets for many escrow mandates
Billing and Account Receivables
Product Support Analyst– Computershare Technology Services 2003 – 2004
System Support to users across North America
Analyze and resolve request from various internal departments
Montreal Trust Company-Computershare Trust Company of Canada
Administrator – Corporate Trust Services 1998 – 2003
Responsible for trade inputting and settling, involving money market securities
Direct contact with brokers and investment managers
Responsible for all interest payments and journal entries for all money movement
Education
JFK BUSINESS CENTER
Diplôme d’études professionnelles en comptabilité 1998
CONCORDIA UNIVERSITY
Classical Studies Program (completed 19 credits) 1995
VANIER COLLEGE
Diplôme d’études collégiales en sciences humaines 1995
Professional Competencies
IT Languages
Microsoft Excel (Advanced) English (written and spoken)
Microsoft Word and PowerPoint French (written and spoken)
Taxprep
Hyperion Planning/Enterprise