Detail-oriented professional with 8+ years in hospitality, excelling in customer service, transactions, and promoting company offerings. Highly organized with a strong ability to manage diverse financial transactions in a fast-paced environment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Operations Specialist
Bmo
Toronto, Canada
03.2025 - 02.2026
(CDS Trades) Setting trades and maintaining records
Processing A&M Fundserve Payments
Day to day Rightfax administration
Processing and entering cheque payments into the system with a high level of accuracy, maintaining compliance with internal procedures.
Handling AWS operational and incident tickets within a banking environmen, ensuring compliance, accuracy, and timely resolution.
Processing and managing financial transactions using Broadridge Ascendis, ensuring accuracy and compliance with internal controls.
Branch Operations Assistant
CIBC Wood Gundy
Mississauga, Canada
03.2023 - 03.2024
Provided administrative support, ensuring compliance for 500+ client dealings.
Handled 500+ transactions and SRM service requests on Global Operations Workbench, Launch Wealthware, and Trading Systems, exceeding $1 million.
Processed 400+ cheques accurately via eDeposit and Broadridge (ADP) systems.
Deposited shares via VPS - Global Framework, managed Syndication, and handled 200+ New Issue Requests on ADP system.
Corrected 300+ Mutual Fund Trades, Retail Equity Trading Errors, and Cancel/Rebill requests for the branch.
Produced daily commission reports for Investment Advisors through Postedge and managed company's invoices.
Private Wealth - Private Banking
Administrative Assistant
Hazelton Place Retirement Residence
Toronto, Canada
12.2021 - 07.2022
Welcomed 100+ individuals daily with a friendly demeanor.
Completed reports efficiently, proficient in Word and Excel.
Guided 10+ marketing tours daily to the appropriate personnel.
Ensured community safety through vigilant security checks.
Conduct and Practices Handbook Course (CPH), 10/23
Travel Industry Council of Ontario (TICO), 01/18 - 12/19
Accomplishments
Customer Service Excellence, Achieved a 98% positive feedback rate from clients for delivering exceptional customer service and resolving inquiries promptly.
Efficient Transaction Processing, Processed over 1,000 private banking transactions with 99.5% accuracy, ensuring timely and error-free execution.
Team Collaboration, Collaborated with private banking teams, resulting in 20% improvement in overall branch efficiency.
Problem Resolution, Resolved 95% of client issues proactively, maintaining a high level of client satisfaction.