Proven success in client service, account documentation, and compliance within fast-paced financial environments. Known for proactive problem-solving, attention to detail, and delivering exceptional client experiences.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Director of Administration & Client Services
Theresa Place Media Inc.
01.2025 - Current
Provide administrative support across multiple chapters of a national association, managing client/member inquiries and large-scale events.
Maintain accurate records and reporting while liaising with stakeholders, demonstrating strong relationship management and organizational skills.
Registered Condominium Manager
Dickenson Condo Management
01.2020 - 12.2024
Oversaw complex documentation and compliance processes, ensuring transparency and accuracy in financial reporting.
Coordinated projects and maintained client trust through consistent communication and service excellence.
Account Administrator
ETF Capital Management
07.2016 - 12.2017
Opened and maintained investment accounts including RRSP, TFSA, RESP, Corporate, and Trust structures.
Liaised with NBIN custodial staff to ensure accurate onboarding, transfers, and account setup.
Supported Portfolio Managers with documentation, client reporting, and reconciliation tasks.
Applied AML/FATCA procedures and completed the Canadian Securities Course (CSC) to deepen regulatory knowledge.
Client Advisor
RBC Royal Bank
11.2012 - 06.2016
Delivered client service for personal and small business accounts, including investments and banking.
Consistently exceeded performance targets and maintained top customer satisfaction scores.
Applied KYC and AML standards to ensure compliance and account security.