Andrea Grobety

Winnipeg,MB

Summary

Experienced with financial documentation and client relationship management. Utilizes administrative skills to ensure smooth operations and support financial advisors effectively. Track record of reliable teamwork and adaptability in dynamic environments. Self-motivated work ethic to perform effectively in independent or team environment

Overview

years of professional experience

Work History

Financial Advisor Assistant

North West Capital Partners

03.2021 - Current

Assist the advisors by helping them process the business, entering data on company electronic platforms, and booking client appointments
Incoming and outgoing client phone calls, emails, and filing documents
Preparing reports and documents for client meetings to discuss their financial status
Providing personalized customer service and administrative support to clients via telephone, email, and in-person
Manage and oversee client transactions and inquiries
Communicate effectively with clients and fund companies
Prepare and process client account paperwork
Accountable for processing sensitive/confidential forms from the financial advisor and clients
Ensure client information is accurate and current
Respond to client inquiries in a timely, responsive manner
Resolve issues affecting client transactions promptly and accurately
Time management and ability to meet deadlines
Completing special projects in support of the advisor when needed
Ability to multi-task and manage time effectively using critical thinking skills and detail-oriented focus to prioritize tasks
Consistently practice composure, integrity, and transparency when working with internal and external parties
Training new hires on a wealth management platform, processing of documents alongside day-to-day responsibilities
Facilitated new client onboarding process and investment account setup.
Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.

Family Support Worker

Michif Child and Family Services

01.2017 - 01.2022

Observe and assess family needs during parent/child interaction, in a variety of settings
Consult with Family Resources Supervisor and Social Workers to ensure goals are met
Provide support for families in crisis while maintaining a caring relationship with high-needs children and their parents
Teach a variety of skills to parents incorporating educational and supportive elements e.g
Life skills, household management, nutrition and budget planning, shopping, childcare and infant stimulation
Be a support and mentor for family relationships, offering a safe space for healthy dialogue between parties
Enhanced family stability by providing comprehensive support and resources tailored to individual needs.
Developed strong rapport with clients, fostering trust necessary for effective intervention.
Maintained accurate case documentation, ensuring timely reporting to supervisors and compliance with agency requirements.

Housing Coordinator/ Community Support Worker

Turning Leaf Services

01.2016 - 01.2020

Coordinate annual inspections, including furnace, fire, and health
Coordinate floor and fire safety plans for licensed residential homes
Creation and expansion of residential programs, this includes:
Maintained database of housing resources, landlords and management companies.
Oversee provincial licensing standards
Assisted clients experiencing homelessness or housing instability by guiding them through available programs that best met their needs based on individual circumstances.
Ensure all monthly cheques are requested for property managers and owners
Track and renew all leases and utilities for Turning Leaf properties, agency-wide
Develop and maintain positive relations with landlords, contractors, and residential staff
Ensure rent applications are accurate and submitted timely
Oversaw the leasing process from initial inquiry through move-in preparations to ensure seamless transitions for new tenants.

Education

High School Diploma -

Sturgeon Creek Collegiate

Winnipeg, MB

Human Behavior in Organizations -

University of Calgary

01.2006

Skills

Ethical behavior
Problem-solving
Time management
Attention to detail
Multitasking and organization

Critical thinking
Verbal and written communication
Client relations
Conflict resolution
Professional boundaries

Attributes And Qualifications

Able to interact with all levels of personnel.
To treat all with dignity, and respect, and remain open and receptive to people's needs.
Able to handle multiple projects and priorities in a professional and timely manner.
Concise and efficient with processing daily tasks.
Work cooperatively and effectively with others to set goals and resolve problems.
Able to use effective communication under stressful situations.
Communicate effectively with a wide range of personalities, and cultural backgrounds while enforcing policies and safety plans with supported clients.
Able to work well with program participants, family members, and other agencies involved, while maintaining strict confidentiality.
Able to problem solve and resolve conflicts independently as well as in a team.
Remain patient while maintaining a high level of respect for others.

Timeline