Overview
Work History
Timeline
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Alicia Magliocco

Ottawa,ON

Overview

19
19
years of professional experience

Work History

Administrative Assistant

Scotiabank
Ottawa, Ontario
03.2023 - Current
  • Ongoing support for one Financial Planner vs two by creating efficiencies in their practice.
  • Call clients for review appointments, prepare agendas for appointments, conduct gap analysis for client opportunities, prepare necessary reports prior to appointments.
  • Self-motivated individual, focused on finding the right solutions for customers.
  • Eager to drive continuous learning opportunities to support the overall sales enablement/support strategy for the Mobile Advice Team.
  • Committed to fostering branch partnerships that values trust, transparency and collaboration as well as training/showing other Admins to do the same.
  • Taking initiative and being an essential resource for other admins on the team as well as newly onboarded Admins.
  • Solid organizational skills, with high attention to detail and follow through capabilities to make sure tasks are completed.

Various Roles

Scotiabank
Ottawa, ON
08.2006 - 03.2023
  • Customer Service Representative Aug 2006 - Feb 2018
  • Universal Banker February 2018 - April 2020
  • Financial Advisor April 2020 - March 2023
  • Have prior experience in training other financial advisors, universal bankers, as well as tellers, by showing them how to use multiple platforms for use in their position as well as customer face to face and phone interactions.
  • Consistently meet and exceed goals pertaining to role.
  • Provide excellent customer service by completing a gap analysis for every customer and not treating each customer as just a sale.
  • Secured my MFR license through CSI Canada in 2019.

Timeline

Administrative Assistant

Scotiabank
03.2023 - Current

Various Roles

Scotiabank
08.2006 - 03.2023

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Alicia Magliocco