Administrative Officer Service
Resume:
Daphne Babich
Mobile No. 780-***-****
adyakk@r.postjobfree.com
HIGHLIGHTS OF QUALIFICATIONS
● Bachelor’s Degree in Commerce, Major in Business Administration
● Proficient on Outlook, Microsoft Office, Word, and Excel
● An expert and highly experience on various administrative duties
● Strong organizational skills, able to prioritize and handle multiple tasks simultaneously
● Exercise good judgment on work assigned with minimal supervision, manages time effectively
● Good written and oral communication skills
● Customer oriented, ability to adapt to different types of customers, maintains the strictest
confidentiality
● An excellent team player
EMPLOYMENT HISTORY
Estate & Registered Plan Administrator April 11, 2022 - Dec. 20, 2022
ABCU Credit Union Ltd.
5007 -50 AVE
Beaumont AB
Estate Administrative Officer II May 1, 2016 – March 18, 2022
Canadian Western Bank
10303 Jasper Avenue
Edmonton AB
Loans and Credit Administrator October 2012 – April 30, 2016
Canadian Western Bank
10303 Jasper Avenue
Edmonton AB
Sr. Retail Service Officer May 2010 – October 2012
Canadian Western Bank
2142 99 St NW (Branch)
Edmonton AB
RSP & GIC Administrator August 2003 – May 2010
Canadian Western Bank
10303 Jasper Avenue Edm. AB
OWNERSHIP & ACCOUNTABILITIES
Estate and Registered Plan Administrator / Estate Administrative Officer II
● Communicates and schedules meetings with the family, including executors and/or Lawyers of
the deceased client to ensure required estate documents are completed and to address any
other concerns.
● Responsible for reviewing all required documents received based on the deceased client’s
account(s) which varies all the time.
● Verify with the Legal Representative some Estate scenarios for legal advice
● Corresponds to all queries from Lawyers, CRA or from the family.
● Pulls Credit Bureau to check credit worthiness of an executor with no Grant of Probate
● Instrumental in the completion or settlement of Estate Accounts (which includes posting
financial transactions on the system, balancing all figures, and withholding appropriate tax if
required).
● Updates several spreadsheets for accurate reporting
● Responsible for daily various reports within the department (Estate and Finance Departments)
● Creating new files, updating notes on the system; setting reminder for follow-ups on some
missing documents
● Compose and mail letters regarding the Estate Account addressed to the family, executor &/or
Lawyers
● Accomplishes accurate monthly and year end reports to CRA with regards to all registered plan
products (RSP, RIF, TFSA)
● Creates and/or amends tax slips (T-slips)
● Remits RSP and RIF withholding tax to CRA monthly
● Balances reported figures with the Finance Department’s spreadsheet
● Sends notification to clients for Dormant Accounts
● Pulls and verifies recent address of the client thru Equifax
● Post and transfer Dormant Accounts to the Unclaimed Deposit Balance/Common Shares’
internal Account (GL)
● Balances all figures with FAS and with Finance Department’s spreadsheet
● Booking clients (phone meeting, m.teams or in person) using Outlook calendar
Loans and Credit Administrator
● Prepares and ensures all loan forms are signed by the borrower/client and are legally registered
● Computes payment schedule accurately for all approved loans (mortgage, car, etc..)
● Funds (post) approved loan
● Registers Mortgage Lien thru First Canadian Title or thru the Solicitor
● Responsible on registering lien on car loans
● Checks Credit Bureau of applicants
● Timely submission of monthly, quarterly loan reports including Property Tax
● Contact clients for renewal of loans with updated signed forms
● Filing, check mails
● Other duties that may be assigned from time to time
Sr. Retail Service Officer
● Provides support to the Asst. Manager in maintaining the Branch Deposit Broker Portfolio
● Set up/opens new Personal and Business Accounts, Registered and Non-registered Products
● Responsible in renewing existing and maturing investments, as per clients’ instructions
● Administer and process CAFT (Customer Automated Fund Transfer)
● Checks all diarized items requiring posting and updates on clients’ account(s)
● Helps the front line from time to time to minimize long line up and provide faster service
● Assist in some Branch’s events like: Seniors GIC events, some fundraising for non-profit
organizations, etc..
RSP & GIC Administrator
● Process “transfers-in and transfer-out” of RSP and GIC investments between different
institutions
● Set up new RSP and GIC from the Bank’s deposit account
● Responsible for monthly and quarterly report on RSP plans
● Filing
● Check mails
● Answers phone calls and queries from all branches
● Other task that may be assigned from time to time
TRAININGS & WORKSHOPS
● Ethics and Client Experience
● Overview of all Registered Plan Products
● RSP, RIF, TFSA Webinar
● Federal Locked In Plan
● RESP
● Signature Verification
EDUCATION
Bachelor’s Degree in Commerce, Major in Business Administration (1986-1990)
University of Santo Tomas, Philippines
**References available upon request**
Contact this candidate