Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Websites
Timeline
Generic

Alexandra Behr

Toronto,Ontario

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all departments and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Assistant Branch Operations Manager

RBC DS
Toronto, ON
12.2022 - Current
  • Managed daily branch operations and ensured compliance with financial regulations.
  • Oversaw staff training and development of staff, including associates, BOA, and reception.
  • Coordinated workflow between departments to streamline service delivery processes.
  • Implemented operational improvements to increase efficiency in branch functions.
  • Conducted regular audits of branch activities to maintain accuracy and compliance.
  • Facilitated team meetings to discuss performance, and address operational challenges.
  • Coordinated onboarding programs to enhance new hire experiences.
  • Managed applicant tracking system to streamline recruitment processes.
  • Conducted interviews and assessed candidates for branch recruitment (support staff).
  • Analyzed cost data to identify trends and variances in operations.
  • Developed comprehensive reports for cost tracking across advisor teams and individual employees (technology, software, etc.).
  • Supported and guided all new BTS.
  • Led and organized all summer student initiatives in the branch since 2021.

Branch Technology Specialist

RBC DS
Toronto, ON
11.2019 - 12.2022
  • Provided technical support for software and hardware troubleshooting.
  • Assisted in the implementation of system upgrades and migrations.
  • Collaborated with cross-functional teams to address technology needs.
  • Documented technical procedures and user guides for future reference.
  • Resolved IT issues through effective communication with end-users.
  • Provided branch communication and assistance when mass tech issues arise.
  • Provided guidance and support to new employees throughout their onboarding period.
  • Managed equipment (laptops, software licenses, printers, and monitors) inventory and distribution while maintaining cost efficiency.
  • Coordinated rollouts for new technology: RightFax, Nuance, desktop to laptop, COLD phones.
  • Coordinated the branch (100+ employees) going home and working remotely during COVID.
  • Provided support and solutions during COVID for all technology needs to allow Investment Advisors, Associates, and Branch Management to function remotely and in the office.
  • Coordinated large office moves and new desk setups.
  • Coordinated all JLL requests.
  • Coordinated any ad hoc branch requests from staff and management.
  • Oversaw all ABOM tasks as of January 2021 (approvals and daily tasks).
  • Balanced ABOM and BTS roles.

Receptionist

RBC DS
Toronto, ON
09.2018 - 12.2019
  • Managed front desk operations, and greeted clients.
  • Answered multi-line phone system and directed calls appropriately.
  • Processed incoming and outgoing couriers with attention to detail.
  • Communicated effectively with investment advisors, associates, and clients to address inquiries and concerns.
  • Coordinated meeting room bookings.
  • Assisted with coordinating external meetings and arranging lunch.
  • Assisted with audit reports for the cage.
  • Assisted the cage with any tasks: pulling, fixing, and rescanning documents for associates.

Education

Diploma - Teaching English To Speakers of Other Languages

Humber College
Toronto
05-2016

Bachelor of Arts - Sociology

Ryerson Universtiy
Toronto
05-2015

Skills

  • Branch efficiency
  • Audit management
  • Staff development and recruiting
  • Time management
  • Team collaboration
  • Effective communication
  • Project coordination
  • Problem solving
  • Detail-oriented
  • Efficient

Accomplishments

  • 2024 Q3 RBC Performance Award
  • 2024 Leadership Model Award

Certification

  • Canadian Securities Course (CSC)
  • Conduct and Practice Handbook (CPH)

Timeline

Assistant Branch Operations Manager

RBC DS
12.2022 - Current

Branch Technology Specialist

RBC DS
11.2019 - 12.2022

Receptionist

RBC DS
09.2018 - 12.2019

Diploma - Teaching English To Speakers of Other Languages

Humber College

Bachelor of Arts - Sociology

Ryerson Universtiy

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Alexandra Behr