IRENE MARSCHALL-MINTZ
Cambridge,Canada
Summary
Professional with strong background in investigative work, adept at gathering and analyzing information to uncover key insights. Known for collaborative teamwork and reliability, consistently adapting to evolving requirements to achieve desired outcomes. Skilled in critical thinking, problem-solving, and effective communication, ensuring thorough and accurate investigations.
AML professional prepared for high-stakes environments and regulatory challenges. Consistently identified and mitigated risks in financial transactions while fostering collaborative work environment. Reliable team player with strong focus on achieving compliance and adapting to evolving regulatory landscapes. Expertise in risk assessment and investigative techniques.
Overview
26
26
years of professional experience
Work History
Financial Associate
SunLife Financial
01.2022 - 05.2024
- Completing all required transactions given by advisor, which include, opening new accounts, transfers and financial inquiries.
- Creating and updating statements at an exceptional level using excel.
- Booking appointments and completing all administrative tasks.
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
- Assisted customers with inquiries, resolving issues promptly for improved customer retention.
- Increased efficiency and team productivity by promoting operational best practices.
- Investigated and resolved accounting, service and delivery concerns.
Financial Services Associate
Arete Financial
01.2019 - 01.2021
- Creating and updating statements at an exceptional level using excel and reception duties, including; answering phones, booking appointments for advisor's and looking for possible leads.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Administrative Representative
Conestoga College
01.2019 - 01.2020
- Driving sales by providing exceptional customer service and product knowledge.
- Understanding student needs and helping process transactions efficiently and in a timely manner.
- Making sure inventory is consistently up to date and making sure all sales are balanced.
Financial Advisor
Royal Bank of Canada
01.2017 - 01.2019
- Driving profitable sales by providing financial advice, overseeing client budgets and maintaining client relationships.
- Drive Strategic Planning for clients through reporting current global financial markets and recommendations based on market results.
- Assisting and driving tellers for sales referrals through discussion and employee support by educating current financial products.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Conducted market research to stay ahead of financial trends, enabling informed advisory services.
Financial Advisor & Customer Service Rep & Investigation Officer
TD Canada Trust
01.1998 - 01.2017
- Driving sales by providing referrals to Financial Planners and Mortgage Brokers.
- Assisting in the development plans for the company through constant feedback with managers and maintain awareness of current legislative changes that influence financial planning.
- Driving profitable sales by providing financial advice, overseeing client budgets and maintaining client relationships.
- Drive Strategic Planning for clients through reporting current global financial markets and recommendations based on market results.
Investigation Officer (FSWEP Program) Human Resource Department
Federal Government of Canada
01.1999 - 01.2000
- Assisted acting manager of department with interviewing students for available positions.
- Investigated reports and budgets for HR Department.
- Helped maintain balancing sheets for expenditure of HR Department.
Education
Bachelor of Arts - Honours in Criminology, History Minor
Wilfrid Laurier University
Brantford, ONCertificate - Global Crime And Justice
Wilfrid Laurier University
Brantford, ONCertificate - Ethical Conduct For Research (TCPS2)
Wilfrid Laurier University
Brantford, ON01-2025
Skills
- Patience and tolerance
- Multitasking and organization
- Excellent communication
- Complaint handling
- Computer skills
- Sales experience
- Strong work ethic
- Team collaboration
- Employee coaching
- Performance goals
- Customer data confidentiality
- Microsoft Office
- Document and records management
- Problem resolution
Languages
English
Croatian
Serbian
Timeline
Financial Associate
SunLife Financial
01.2022 - 05.2024
Financial Services Associate
Arete Financial
01.2019 - 01.2021
Administrative Representative
Conestoga College
01.2019 - 01.2020
Financial Advisor
Royal Bank of Canada
01.2017 - 01.2019
Investigation Officer (FSWEP Program) Human Resource Department
Federal Government of Canada
01.1999 - 01.2000
Financial Advisor & Customer Service Rep & Investigation Officer
TD Canada Trust
01.1998 - 01.2017
Bachelor of Arts - Honours in Criminology, History Minor
Wilfrid Laurier University
Certificate - Global Crime And Justice
Wilfrid Laurier University
Certificate - Ethical Conduct For Research (TCPS2)
Wilfrid Laurier University
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