Carol Malmas

• Assisted in daily financial operations, ensuring accurate processing of transactions.
• Supported preparation of financial reports, enhancing clarity and consistency.
• Collaborated with team members to streamline invoicing procedures for improved efficiency.
• Learned to utilize financial software for data entry and account management tasks.
• Provided administrative support by organizing documentation for audits and reviews.
• Participated in training sessions on compliance regulations and best practices in finance.
• Engaged in cross-functional teams to address client inquiries and resolve issues promptly.
• Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
• Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
• Established and enforced operational policies and procedures to maintain efficient and effective accounting operations.
• Worked with accounting staff to efficiently coordinated month-end closing and reporting activities.

• Conducted weekly educational sessions to help clients independently manage their investments via the online brokerage platform.
• Held one on one coaching sessions for clients to develop their online investing skills.
• Assisted in developing marketing materials that showcased our products and services effectively, attracting new business.
• Expanded client base by identifying and pursuing new business opportunities and building strong relationships with potential clients.

Manager Customer Service

• Facilitated Customer Experience workshops for the Interior Region
• Assisted clients with their day to day banking needs
• Gathered and analyzed client information to provide appropriate advice and options to assist in achieving financial goals
• Managed service teams of up to 25 people
• Hired and trained service staff
• Mentored and trained junior staff based on succession plans for career development
• Scheduling and payroll administration for branch
• Created and managed exceptional customer experiences in a busy, fast paced environment
• Achieved and maintained top audit results for administration department