email@example.com - (403) ***-****
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
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
AIDA BLU - May 2002 to January 2003
ENCHANTED ISLE - November 2000 to January 2001
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
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