Alisa Jassinowsky
Toronto,ON
Summary
Effective leader in Wealth Management Operations. Experience managing a larger team (35 – 45 people) with complex processes and risk. I strongly believe that creating a positive office culture, providing effective and timely communication to my team & leading the charge with engagement & involvement are all keys to building a successful team.
I demonstrate a high level of ownership and initiative. Possessing exceptional work ethic, adaptability and exceptional interpersonal skills. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development.
Overview
33
33
years of professional experience
Work History
Manager Account Servicing
BMO Nesbitt Burns
08.2020 - Current
- Manager of Account Maintenance Team - PCD, Investorline and Managed Accounts
- Managed a large team, ensuring team members are trained and there is adequate coverage
- Work closely with various LOBs on projects/initiatives
- Liase between internal and external departments as required
- Identify and implement improvements to process and procedures
- My goal as a manager is to provide support and guidance to my teams, partnering with them to build strong practices
- Lead the team through Covid work from home restrictions, providing leadership as we pivoted to a remote work model
- Team was reduced to two lines of business in October 2023.
Fee Based Services
BMO Nesbitt Burns
08.1998 - 08.2020
- Team lead and then promoted to manager role
- Provide guidance to Investment Advisors regarding fee programs and charges
- Involved in the development, initialization, and implementation for a new fee-based platform regarding year-end tax issues - Fee Summary Letters
- Initiated documentation procedures for the Fee Billing processes and oversee their continued application
- Responsible for ensuring that all adjustments and queries are processed within the allowable time frame
- Ensure accurate processing of client fees, Investment Advisor payouts, and external Investment Manager payouts on a monthly and quarterly basis or as required
- Responsible for the training of new employees with regards to all aspects of Fee Billing procedures
- Work closely with LOB to manage fee exceptions to ensure clients remain at BMO when advisors leave.
Office Manager
Markham Connection Courier
02.1993 - 08.1998
- Provided administrative support to an office of 25 employees
- Responsible for correspondence to customers in response to feedback, information requests and complaints
- Data and order entry
- Order taker: handled between 200 – 250 telephone orders daily
- Bi-monthly invoicing
- Responsible for training new staff members.
Assistant Manager
Van Riebeeck Hotel
Benoni South Africa
01.1991 - 12.1992
- Coordinated business and personal functions for guests as well as local businesses
- Responsible for fostering good and profitable relationships with all suppliers regarding food and beverage orders
- Accounts control and payments with respect to staff and suppliers
- Compiled and analyzed daily financial data
- Interacted with customers daily
- Supervised and trained new staff and existing staff on new policies and procedures.
Education
Managerial Leadership -
IFL – Toronto
01.2011
Introduction to Microcomputers, Wordperfect, Accpac Accounting program -
Seneca College - Toronto
01.1994
Diploma in Public Relations -
Damelin Management School – South Africa
01.1990
Tourism certificate -
Rapid Results Institute of Travel Management – South Africa
01.1988
Skills
- Communication
- Active listening
- Giving & receiving feedback
- Adaptability & Change management
- Strategic thinking
- Calm under pressure
- Conflict Resolution
- Emotional intelligence
- Teamwork
- Empathy
- Integrity
- Ethics & accountability
- Team Leadership
Registrations
- Finra, S99 Operations Professional, 08/01/16
- Finra, SIE - Securities Industry Essentials, 10/01/18
Nominated By My Peers
T&O Influencer
Hobbies and Interests
- Reading
- Travel
References
References available upon request.
Timeline
Manager Account Servicing
BMO Nesbitt Burns
08.2020 - Current
Fee Based Services
BMO Nesbitt Burns
08.1998 - 08.2020
Office Manager
Markham Connection Courier
02.1993 - 08.1998
Assistant Manager
Van Riebeeck Hotel
01.1991 - 12.1992
Managerial Leadership -
IFL – Toronto
Introduction to Microcomputers, Wordperfect, Accpac Accounting program -
Seneca College - Toronto
Diploma in Public Relations -
Damelin Management School – South Africa
Tourism certificate -
Rapid Results Institute of Travel Management – South Africa
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