Annie Robertson
Regina,SK
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Client Care Co-Ordinator
Axiom Mortgage Solutions
02.2021 - Current
- Investigated policies currently under discussion to assess impact on mortgage industry.
- Skilled at working independently and collaboratively in a team environment.
- Maintained personnel records and updated internal databases to support document management.
- Computerized office activities, maintained customer communications, and tracked records through delivery.
- Maintained and managed customer files and databases.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Financial Advisor
RBC
05.2015 - 12.2020
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Excellent communication skills, both verbal and written.
- Organized and detail-oriented with a strong work ethic.
Director of Fun and Games
Regins Transition House
05.2013 - 08.2013
· Gathered, prepared, operated and maintained all equipment and supplies necessary for planned activities
· Developed events and programs in consideration of needs, abilities and interests of the children living in the house.
Assisted with transporting and escorting program participants to, from and within program activity locations and on external trips.
Education
Financial Services Diploma - Finance
Saskatchewan Polytechnic
Moose Jaw03.2015
Skills
- Excellent Administrative Abilities
- Conflict Handling
- Customer Relationship Management
- Teamwork and Collaboration
- Planning and Coordination
- Calm and Effective Under Pressure
Timeline
Client Care Co-Ordinator
Axiom Mortgage Solutions
02.2021 - Current
Financial Advisor
RBC
05.2015 - 12.2020
Director of Fun and Games
Regins Transition House
05.2013 - 08.2013
Financial Services Diploma - Finance
Saskatchewan Polytechnic
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