Eloisa Guevarra
Winnipeg,MB
Summary
Professional office support specialist with extensive experience in administrative functions and office management. Known for reliability and adapting to dynamic work environments. Excellent organizational abilities and collaborative mindset ensure seamless team operations and goal achievement.
Overview
10
10
years of professional experience
Work History
Administrative Assistant
IG Wealth Management
Winnipeg, MB
09.2022 - Current
- Coordinated office operations to enhance productivity and streamline workflows.
- Assisted in preparation of client presentations and reports, maintaining accuracy and professionalism.
- Developed and implemented filing systems to improve document retrieval efficiency.
- Supported team communications by preparing meeting agendas.
- Trained new administrative staff on company protocols and office procedures, fostering a collaborative environment.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Coordinator
IG Wealth Management
Winnipeg, MB
12.2019 - 09.2022
- Managed scheduling and logistics for meetings, ensuring optimal use of resources and time.
- Gathered and organized materials to support operations.
- Trained new staff on operational procedures, fostering a knowledgeable and skilled team environment.
- Entered data, generated reports, and produced tracking documents.
- Answered multi-line phone system, redirecting client calls to the appropriate teams and/or advisors.
- Supported advisor teams with Advisor Portal digital forms, processing and data entry.
Securities Operations Specialist
IG Wealth Management
Winnipeg, MB
11.2015 - 12.2019
- Managed trade settlements and reconciliations, ensuring accuracy and timeliness in processing transactions.
- Collaborated with cross-functional teams to streamline operational workflows and enhance service delivery.
- Implemented process improvements that increased efficiency in transaction handling and reduced errors.
- Led training sessions for new hires, fostering knowledge transfer and promoting best practices within the team.
- Developed reports on trading activities, providing insights for strategic decision-making by management.
- Increased accuracy in trade confirmations through meticulous review of details before submission to counterparties or custodians.
- Reduced trade settlement risks by conducting thorough reconciliation of trade data and monitoring daily transactions.
- Collaborated with internal teams to develop process improvements for the handling of complex securities transactions.
- Supported team members during peak periods by cross-training in multiple functions within the Securities Operations department.
- Managed a high volume of daily securities transactions while maintaining strict attention to detail to minimize errors.
- Maintained accurate records of securities holdings, corporate actions, and transaction history for audit purposes.
- Consistently met tight deadlines for trade confirmations, settlements, and reconciliations through diligent work ethic.
Education
Business Administration And Management
Red River College of Applied Arts, Science And Technology
Winnipeg07-2002
Skills
- Data entry
- Computer skills
- Mail handling
- Spreadsheets
- Administrative support
- Microsoft Word
- Time management
- Microsoft Excel
- File organization
- Customer and client relations
- Filing
- Scheduling
- Documentation and recordkeeping
- Appointment scheduling
- Deadline oriented
Timeline
Administrative Assistant
IG Wealth Management
09.2022 - Current
Coordinator
IG Wealth Management
12.2019 - 09.2022
Securities Operations Specialist
IG Wealth Management
11.2015 - 12.2019
Business Administration And Management
Red River College of Applied Arts, Science And Technology