I have been working with MD for the past * years, beginning my career as a Client Assistant and then being promoted to an Advisory Team Coordinator. During this time I have work with numerous lines of business to achieve regional goals and to enhance my knowledge of the different areas with in MD. My goal is to continue to grow and to share the knowledge that I have acquired over the past years, while continuing to grow MD’s business.

WORK EXPERIENCE

MD Management Ltd. Calgary, Alberta 2015.11 – present

Advisory Team Coordinator/Physician Engagement Specialist

Leadership

Goal-driven leader who maintains a productive climate and confidently motivates, mobilizes, and coach’s employees to meet high performance standards.

oUsed previous experience to assist during the role out of the admin model

oLed MX360 training sessions during PD Days

oExpertise in the development of targeted business initiatives.

oProject manager for large events though out Southern Alberta (Zoo Lights, IMS, Dr. Amy, Hot Docs, AMA partner event)

Resourceful team player who excels at building trusting relationships with customers and colleagues

oExecuted a client appreciation event with over 700 guests ensuring that staff were in place and client were enjoying themselves

oWorks with all admin as a point of contact for questions regarding process and compliance rules

oOften point of contact to assist with complex client concerns

oProvides tools and resources to assist others in growing their knowledge base

Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes

oWorked with the admin creating new process to improve the client experience

oProvided training to CA/CSS on MX360 – specifically on contact plan

oWas the lead for trio of departures; client communication creation, client calls for reassurance, tracking of TORT’s and dollars, as well as helped create standards for the nation

oWorked with the AMA (Alberta Medical Association) to implement and streamline referral processes

oCreated processes and checklist for events, and follow up for the region

oGo-to resource for Financial Consultants and for Client Service Specialist (including specialists)

Customer Service

Excellent planning and organizational skills that resulted in the optimum functioning of consultants and the consistent achievement of customer service standards.

Proven success in attaining key customers, building sales and increasing market share.

Proven interpersonal and motivational ability ensure a strong team approach and the attainment of maximum performance levels and productivity.

Proven results in client events, increasing number of non clients and disengaged client appointments

Main point of contact in Southern Alberta to create meaningful Memorable Moments campaign. Ensuring that the clients received a personal touch to enhance existing relationships

Exceptional listener and communicator who effectively conveys information verbally and in writing which ensures client satisfaction.

Often point of contact to assist with complex client concerns

Technical Skills

MX360 - Advanced Find/Lists/Mail Merges

MD1 – reports/advanced navigation

Microsoft Office – Advanced skills with Word/Outlook/Powerpoint/Excel/OneNote/Teams

Tableau – Advanced skills in navigating different Tableau reports and data required to create new reports

Skype – Advanced knowledge

Calgary office technical support lead

Business Development

Work closely with specialists and MD Advisors in the Calgary office to prospect for growth

oCookie Drop offs, Lunch and Learns, Advocate growth

Collaborated with Marketing to create annual client facing events (seminars, Calgary Zoo Lights etc.)

Collaboration with the AMA (Alberta Medical Assoc.) to increase brand awareness and focus on Women in the Health Care Industry in Alberta

Increased Brand Awareness in hospitals in the Calgary area (Hospital seminars, booths and marketing)

Work in partnership with my fellow ATC in the Calgary office to meet targets as a whole, and not as individual teams

Proven results in client events, increasing number of non clients and disengaged client appointments

MD Financial Management Calgary, AB 2014.05 – 2015.03

Client Assistant

Work closely with Financial Consultants to ensure that MD Clients are fully serviced (up to 5 advisors at some points)

Primary contact for Client requests, inquires and assistance; following up on all requests, inquires and ensuring the Clients are more than satisfied

Prepare for Client meetings by gathering, and compiling all documents required to ensure that all clients’ needs are met

Anticipating Clients needs and making sure that all administrative work is completed

Ensure all required forms are completed completely and accurately; when needed meet with clients to complete paperwork.

Track pending business and service paperwork; update pending business and service summary sheet for advisor’s attention; track and tally all outstanding work

Handle Consultants needs proactively.

Create and manage tasks, phone calls and cases in MX360 on a daily basis

Utilize different Advanced Find views in MX360 for road trip planning when Financial Consultant held out of town clients

Request reports in MD1 for meeting preparation

Retrieve client account information in MX360 and MD1 when interacting with clients

Walton International Group Calgary, AB 2012.05 – 2014.04

Investor and Dealer Services Representative

•Provide exceptional service and support to current and potential investors & partners in business, by acting as a single point of contact, receiving and processing incoming communications (i.e. mail, email and calls) providing product updates, answering client inquiries in a prescribed timeframe

•Quality control (QC) of all outbound correspondence via phone, written or email communication

•Worked to with various departments to launch Walton’s Exempt Market Securities

•Acted as a Project Coordinator for various internal projects including but not limited to Westmount Mortgage Corporation, Annual Financial Mail Out, Trust Company Transfers, Tax Documents and Internal Amendments etc.

•Identify, investigate and resolve potential client issues in an efficient and professional manner

Bank of Montreal Calgary, AB 2007.05 – 2011.08

Assistant Branch Manager

•Responsible for the success of direct reports through coaching and mentoring; ensuring that targets were being achieved

•Assisted Branch Manager in achieving fiscal business goals

•Maximized share of customer business, retaining existing customers and acquiring new customers.

•Manage and oversee the day-to-day scheduling and service activities ensuring customer walk-in traffic is assisted appropriately and transactional and operational effectiveness activities are completed as per Policies and Procedures.

•Conduct Sales and Service management activities and provide proactive coaching support as defined by the Branch Manager.

•Monitor the Service Request and Problem Resolution processes ensuring branch service employees are taking appropriate timely action to meet/exceed customer expectations.

•Provide subject matter expertise relative to Operational Effectiveness accountabilities.

EDUCATION & CERTIFICATION

Financial Planning Supplement – Currently enrolled

Wealth Management Essential (RR Licensed) - 2018

Conduct and Practices Handbook - 2015

Canadian Securities Course – 2015

Communications Degree – University of Calgary - 2008

VOLUNTEER EXPERIENCE

Aga Khan Youth and Sports Board – Mentorship Portfolio

Aga Khan Development Board – Women’s Development Portfolio

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