ELIZABETH STEWART
Regina,SK
Summary
Talented investments strategist and people manager with more than ten years of experience in Securities Administration, Trust Services, Banking, Asset Management and Client Relations. Hard-working Supervisor with exceptional experience leading teams, delivering results and exceeding expectations. Creative and motivated leader adept at utilizing exceptional design and planning strengths to accomplish complex projects. Skilled in teaching new concepts and best practice strategies.
Overview
15
15
years of professional experience
Work History
Supervisor
Jamaica Stock Exchange
09.2019 - 12.2023
- Managed succession and development planning for direct reports members through coaching and training
- Review and assign tasks for direct reports
- Supervised the settlement of daily foreign exchange and bond transactions
- Managed client portfolio of securities held in trust of over Ninety Billion Dollars (J$90B)
- Ensured all activities were conducted in compliance with securities regulations and internal policies and procedures
- Managed the process of establishing and onboarding new clients
- Assisted with reviewing and executing legal documents for capital markets transactions.
Trustee Officer
Jamaica Stock Exchange
06.2017 - 08.2019
- Supervised administration of assets held in trust for Collective Investment Schemes
- Executed daily foreign exchange and bond transactions received by Fund Managers
- Maintained client record of assets held in trust valued at over Thirty Billion Dollars (J$30B)
- Liaised with local and foreign based counter parties to settle bond transactions, repurchase agreement and facilitate dividends and coupon payments
- Prepared monthly asset reconciliation reports for dispatch to all clients
- Managed clients' cash flow of over Ten Million Dollars (J$10M) daily.
Investments Assistant
Scotia Investments Jamaica Limited
05.2014 - 06.2017
- Prepared investment trade tickets daily to execute investments for Pension Funds and Collective Investment Schemes
- Supervised fee expenses and prepared monthly cash flow statements and investment schedules for Pension Fund clients
- Attended weekly investment strategy committee meetings with Fund Managers
- Monitored clients' cash flow of over Six Million Dollars (J$6M) daily
- Maintained clients' portfolio of assets valued at over Sixty Billion Dollars (J$60B).
Customer Service Representative
Bank of Nova Scotia Jamaica Limited
04.2009 - 05.2014
- Supervised fifteen agents and provided direct support to service agents as relief Team Leader
- Reviewed and monitored performance of team members daily
- Assisted with training and recruitment of new Customer Service Representatives
- Facilitated weekly coaching of service agents
- Assisted with scheduling and forecasting
- Implemented initiatives to improve operational efficiency and customer satisfaction
- Managed over three hundred calls daily to resolve customer queries and maintained 100% customer satisfaction.
Education
Post Graduate Certificate - Financial Services
Saskatchewan Polytechnic
Saskatchewan, SaskatchewanCertificate - Securities Course
Jamaica Stock Exchange E-Campus
Kingston, Jamaica01.2017
Certificate - Fundamentals of Project Management
Jamaica Institute of Management (UTECH)
Kingston, Jamaica01.2013
Bachelor of Business Administration - Finance
University Technology Jamaica
Kingston, Jamaica01.2009
Skills
- Supervisory Management
- Teamwork and Collaboration
- Customer Service
- Interpersonal
- Leadership
- Excellent written & verbal communication
- Detail oriented
- Adaptability
Awards
- Scotia Investments Jamaica Ltd. SIJL's Excellence Award 2015 & 2016
- The Bank of Nova Scotia Jamaica People's Choice Award 2011
- The Bank of Nova Scotia Jamaica Top Agent 2012 & 2013
References
- Marie Lyn James, 876-313-7262, Vice President, Asset Management, Scotia Group Jamaica Limited
- Brian Fazer, 876-551-3702, Deputy CEO, Victoria Mutual Wealth Management
Languages
English
Native or Bilingual
Timeline
Supervisor
Jamaica Stock Exchange
09.2019 - 12.2023
Trustee Officer
Jamaica Stock Exchange
06.2017 - 08.2019
Investments Assistant
Scotia Investments Jamaica Limited
05.2014 - 06.2017
Customer Service Representative
Bank of Nova Scotia Jamaica Limited
04.2009 - 05.2014
Post Graduate Certificate - Financial Services
Saskatchewan Polytechnic
Certificate - Securities Course
Jamaica Stock Exchange E-Campus
Certificate - Fundamentals of Project Management
Jamaica Institute of Management (UTECH)
Bachelor of Business Administration - Finance
University Technology Jamaica
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