PATRICIA MUIR

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Calgary, AB T*J *K9 403-***-****

PROFILE

A licensed Investment Associate, licensed with IIROC to trade in stocks, bonds and mutual funds with a good working knowledge of finance and economics. Dependable, self-motivated individual with strong organizational skills, attention to detail is a must, with strong oral and written communication skills to assist your clients and their needs.

SELECTED ACCOMPLISHMENTS - Management Skills

●Managed the organization and the daily functioning of an Investment Firm as Branch Administrator and Operations Agent

●Researched and implemented a cost saving sanitation system for a small business

●Effectively designed, created and marketed products that resulted in an overall profit with a home operating business making various Christmas Items from my home

●Trained and oriented new staff to effectively maintain quality, presentation and production

●Aided in screening of potential employees

●Worked independently and as a team member in order to meet deadlines

●Returned to school full-time and successfully completed my degree while maintaining my home, raising my family, and working part-time for a successful Independent Grocery Store

●Assisted with implementing job aids for new Investment Associates for a large bank owned Investment Firm

Administrative Skills

●Investment Associate working closely with two Senior Portfolio Managers within the Private Wealth Management platform

●Administering and entering Private Wealth Management trades on a daily basis

●Administered all transfers and following up on completion of assets delivered and cross referencing ACB to ensure accuracy for gain/loss reporting with the appropriate designation ● Processed and checked transaction and production reports consulting with the Investment Advisor

●Reviewed re-organization/corporate action reports and followed-up with the appropriate client accounts

●Posted and balanced accounts and ledgers with accuracy and efficiency

●Promoted to head teller within one year within the Royal Bank of Canada

●Ability to meet inventory requirements with speed and accuracy

●Processing expense reports for individual Financial Advisors

●Completion of Level One and Intermediate Level Microsoft Excel 2010

●Showed versatility and strong organizational skills in a demanding work environment

Public and Communication Skills

●Established good rapport with clients to ensure repeat customer base

●Effectively handled complaints and inquires to client’s satisfaction

●Effectively presented and communicated material and information both independently and as a team member

Employment History

National Bank Financial, Calgary, AB November 2012 – January 2017

Branch Administrator/Operations Agent/Investment Advisor Associate

RBC Dominion Securities, Calgary, AB February 2011 – May 2013

Investment Representative

BMO Nesbitt Burns, Calgary, AB July 15, 2009 – December, 2010

Investment Representative

Since 1997 I have held positions of increasing responsibility within the Financial Services Industry after completion of the CSC and CPH; working closely with some of the Top Producers within Private Wealth Management over the last 19 years.

Previously I worked for a successful Independent Grocery Store, holding positions from Head Meat Wrapper, Assistant Deli-Manager to Grocery Clerk and Customer Service Representative.

Educational History and Training

Bachelor of Arts Degree Administrative and Commercial Studies Concentration in Financial and Economic Studies University of Western Ontario, London, Ontario

Honors Grade 13, Stratford Central, Stratford, Ontario

Dale Carnegie Customer Relations and Employee Development Course

Top Producer’s Conference 1999 – Scotia McLeod Inc., Toronto, Ontario

Trained in Microsoft Excel 2010 – Intermediate Level

Awards and Achievements

The Marcelline Allendorf Gibson Award – for Academic Excellence

The Army, Navy and Air Force Veteran’s Award – for Academic Excellence

Ontario Scholarship Award – for Academic Excellence

Previous Volunteer Work

Big Sisters and Big Brothers – assisted in organizing and overseeing fundraising events in Stratford, Ontario

Taught Sunday School – ages 8 to 11. Taught 4-H Clubs to local children from the ages of 12 to late teens

St. Marys Community Players – assisted behind the scenes with costumes and make-up

United Way Campaigns - assisted with organizing fundraising events in our corporate office

Group Leader and Group Pacer for the Running Room, Glenmore Landing, Calgary

References Available Upon Request

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