Heather Mattanda
Toronto
Summary
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.
Education
Honours BA - International Development Studies
York University
Honours BA - French Language & Literature
Huron University College
Skills
- Experience with investment account documentation (RRSP, RRIF, TFSA, RESP, Corporate, Trust, RDSP)
- CSC designation (now expired but willing to re-instate)
- Microsoft Office Suite, DocuSign, Adobe, Excel, Salesforce
- Client service, relationship management & onboarding, event planning
- Multi-tasking, prioritization & accuracy under pressure
Certification
- Canadian Securities Course (CSC) – 2017
- Registered Condominium Manager (RCM) License – 2020
Additional Highlights
- Familiarity with QCentral suite of technology and ticketing systems
- Experience managing inbound inquiries, account corrections, and client documentation
- Strong understanding of compliance regulations and safeguarding procedures
- Committed to continuous improvement and team collaboration
Languages
English
Native or Bilingual
French
Professional Working
Timeline
Director of Administration & Client Services
Theresa Place Media Inc.
01.2025 - Current
Registered Condominium Manager
Dickenson Condo Management
01.2020 - 12.2024
Account Administrator
ETF Capital Management
07.2016 - 12.2017
Client Advisor
RBC Royal Bank
11.2012 - 06.2016
Honours BA - French Language & Literature
Huron University College
Honours BA - International Development Studies
York University