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Administrative Assistant Management

Calgary, Alberta, Canada
April 21, 2017

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Tracy Spencer

Calgary, AB T*J *N* - (403) ***-****


Operations Agent

National Bank Financial Wealth Management - October 2015 to Present

-Performing operational tasks such as account management, receipt, deposit and delivery of cheques and securities to/from clients,

receipt book management, welcome clients to the office, answer phone calls at the reception desk, receive and distribute internal and external mail

-Ensures that premises and quality work environment are maintained by liaising with suppliers, maintaining the inventory of stationery and office supplies

Administrative Assistant

RBC Dominion Securities Wealth Management - July 2015 to October 2015

-Help maintain current knowledge of client accounts by reviewing daily activity and applicable reports

-Prepare client review materials, correspondence and reports

-Investigate and resolve inquiries related to accounts and escalate to the Investment Advisor, Branch Management where appropriate

-Help develop, distribute and maintain marketing materials

-Co-ordinate and manage inside and outside vendors for events Cage Administrator

RBC Dominion Securities Wealth Management - April 2013 to July 2015

-Preparation of cheques, RSP/RIF withdrawals as requested (i.e. ensures that cheques are properly signed before release or mailing)

-Prepare bank deposits

-Print daily reports and distribute them accordingly

-Book-in and ship security certificates to Toronto

-Verifying and approving Bankwires, JEFE events and Messagenets

-Assist in opening mail and distribute as per Internal Controls

-Ensuring LOA'S are correctly completed with proper authorization

-Maintain standing LOA file and ensure valid/current LOA's are on file

-Proactively advise and obtain from Assistants new LOA's prior to expiry

-Assist with the phone coverage as required, in a courteous and professional manner

-Assist with the distribution of the incoming courier bag and reports, faxes and transit mail

-Assist in preparing outgoing courier bag

-Maintain accurate branch report files

Client Assistance Officer

Royal Bank of Canada - March 2009 to April 2013

-First point of contact for clients

-Proactive calling for products and services

-Book and confirm appointments for Financial Planners Supervisor/Counter Staff

Tim Hortons - Airdrie, AB - November 2007 to August 2010 Bartender

MONARCH OF THE SEAS - March 2003 to July 2006

Crew purser

AIDA BLU - May 2002 to January 2003

Crew purser

ENCHANTED ISLE - November 2000 to January 2001

Crew purser

Enchanted Sun - March 2000 to June 2000


Bachelors in Secondary Education

University of Santo Tomas Manila


* Bachelors Degree

* Strong attention to detail with the ability to multi task and show initiative and exemplify a positive attitude

*Excellent interpersonal and organizational skills

* Knowledge of switchboard operation

* Knowledge of Word, Outlook and Excel

Contact this candidate