Andrew Zageris
Montreal,Canada
Summary
Results-driven professional with extensive experience at Richter, excelling in client account management and CRM systems. Proven ability to enhance document accuracy and integrity while fostering strong client relationships. Skilled in managing over 400 accounts, demonstrating meticulous attention to detail and effective communication to resolve issues promptly.
Overview
8
8
years of professional experience
Work History
Portfolio Administrator
Richter
Montreal, Canada
01.2021 - 01.2024
- Managed the collection and entry of highly sensitive and confidential documents into the CRM system with precision and discretion.
- Engaged with high-priority clients to oversee and support the management of their financial product portfolios.
- Held primary responsibility for overseeing and maintaining over 400 client accounts.
- Served as the main point of contact between internal stakeholders, facilitating efficient communication and timely issue resolution.
- Acted as a liaison to foster strong relationships between investment brokers and clients.
Audit Assistant
Richter
Montreal, Canada
01.2019 - 01.2021
- Reviewed and proofread financial statements to ensure accuracy and compliance with industry standards.
- Compiled and organized comprehensive tax packages for client reporting and submissions.
- Maintained and updated client records to ensure accuracy and data integrity.
Receptionist
Atwater Country Club
Montreal, Canada
02.2018 - 02.2019
- Ten years of working with a multicultural, bilingual client service team, providing direct client contact services to high-profile and influential clientele.
- Work varied from dayshifts to weekend and overnight shifts, often alone, and involved multitasking between standardized workflows as well as unique membership case situations that arose.
- Tasks varied from reception to laundry to dining service to leading tours to concierge service to janitorial functions, all while maintaining autonomy and providing a high-value environment for guests.
Head Assembler
Richter
Montreal, Canada
01.2016 - 01.2019
- Worked in teams to assemble tax returns, handling priority, confidential files.
- Followed detailed protocol to prepare client files with brand-quality presentation; trained new assemblers in turn.
- Maintained regular communication with top reviewers and company partners to ensure project deadlines are met.
- Quickly learned new software and procedures, including Apple/Mac OS, Google Suite, and familiarity with CRM systems.
Education
Bachelor of Arts - English Literature
McGill University
Montreal, None06-2011
Skills
- Client account management
- CRM management
- Document management
Languages
- English
- French
Timeline
Portfolio Administrator
Richter
01.2021 - 01.2024
Audit Assistant
Richter
01.2019 - 01.2021
Receptionist
Atwater Country Club
02.2018 - 02.2019
Head Assembler
Richter
01.2016 - 01.2019
Bachelor of Arts - English Literature
McGill University
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