Summary
Overview
Work History
Education
Skills
Certification
Additional Highlights
Languages
Timeline
Generic

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
Heather Mattanda