Eleanor Dhumbura

● Provided consistent and accurate administrative support to IA(s)

● Prepared all documentation and provided customer focused updates to IA(s) in preparation for client meetings.

● Collaborated with other departments and cross-functional team to manage/process client requests and resolve issues in a timely manner.

● Executed market orders and responded to client inquiries promptly and accurately.

● Showcased excellent organization by maintaining complete client files and ensuring documentation is in good order within the internal systems within deadlines.

● Demonstrated excellent technical skills in assisting IA with daily tracking of transaction summaries, client activity using CRM to identify/prevent any errors or omissions.

● Work independently, multi-task to execute client onboarding and IA movement from Financial Planning to Private Wealth Management.

● Committed to build sustainable client relationships with flexibility built on trust by applying excellent communication and interpersonal skills.

● Managed and updated physical and digital client account information to keep records accurate and current.

● Demonstrated knowledge of, and complied with, all compliance regulations, securities laws, risk & confidentiality requirements, and the TD and financial services industry Codes of Conduct & Ethics

• Achieved a track record in providing legendary financial services to clients.
• Identified and maximized opportunities to improve service levels and increased client satisfaction rates.
• Analyzed and profiled client accounts and provided advice, leading to an improved banking experience for clients.
• Identified cross-sell opportunities and referred customers to internal bank partners.
• Detail-oriented in the application of necessary due diligence to support accuracy of all customer transactions and activities and performed KYC duties.
• Assisted in clients in software troubleshooting for the TD app and website.
• Discussed targeted solutions for various customers and offered deposit, lending, and investment services.
• Reviewed business packages and offered confident expert advice.
• Maintain client relationships

• Multi-task in analyzing customer accounts and financial information to provide custom solutions for their needs.
• Effective use of different software and operating systems to detect potential issues, analyze patterns as well as research information for customers.
• Ensured confidentiality of information collected during investigations and client related research.