Alysia Mazzocco
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
4
4
years of professional experience
Work History
Banking Advisor
Scotiabank
01.2022 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
Supervisor
Coffee Time
09.2021 - 01.2022
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Monitored workflow to improve employee time management and increase productivity.
Accounts Payable Assistant
James Dick Construction
05.2020 - 09.2021
- Kept vendor files accurate and up-to-date to expedite payment processing.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Responded promptly to vendor inquiries, fostering positive relationships with external partners.
Education
Investment Funds in Canada -
Canadian Securities Institute
04.2022
Bachelor of Arts - Criminology And Sociology
University of Toronto
Mississauga04.2019
Skills
- Financial Planning
- Mutual funds
- Retirement needs
- Debt management
- Investment banking services
- Estate Planning
Accomplishments
Received an award for the 2023 for Top Individual Performance
Languages
English
Native or Bilingual
Timeline
Banking Advisor
Scotiabank
01.2022 - Current
Supervisor
Coffee Time
09.2021 - 01.2022
Accounts Payable Assistant
James Dick Construction
05.2020 - 09.2021
Investment Funds in Canada -
Canadian Securities Institute
Bachelor of Arts - Criminology And Sociology
University of Toronto
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