Jaclyn Reid
Toronto,ON
Summary
Devoted professional with five years of experience in an administrative assistant role with a large Wealth Management Company supporting our Ontario Regional Leadership team, as well I have over 10 years of customer service experience. I am a hard-working individual looking for a challenging position where I can showcase my skills and contribute to the success of the organization.
Overview
18
18
years of professional experience
Work History
Regional Administrative Assistant
Scotia Wealth Management
2018.01 - Current
- booking conference rooms, providing catering if required
- photocopying/binding documents
- maintaining records and information
- providing general regional administrative support
- providing PC services and/or support
- providing office management support for the region and providing support to the head office.
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Assisted coworkers and staff members with special tasks on daily basis.
Sales Support Officer
Scotia Wealth Management
2016.08 - 2018.12
- Provided high quality sales and fulfillment support for existing and prospective Private Banking clients
- Provided timely and accurate service and support to three Private Banking teams
- Recognized potential new business opportunities and referred/discussed them with the Private Banker
- Ensured timely and accurate set up and maintenance of accounts (eg: chequing accounts, business accounts, Visa cards).
Customer Service Representative
Scotiabank
2006.01 - 2016.08
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and cheques accurately while maintaining security of cash drawers.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- handled sales of safety deposit boxes
- executed wire transfers
Education
Pre-Health Sciences -
Georgian College
Barrie, ON05.2003
Skills
- Microsoft Office
- Strong Organization
- Team player
- Excellent time management skills
- Attention to detail
- Communication
Languages
English
Native or Bilingual
Timeline
Regional Administrative Assistant
Scotia Wealth Management
2018.01 - Current
Sales Support Officer
Scotia Wealth Management
2016.08 - 2018.12
Customer Service Representative
Scotiabank
2006.01 - 2016.08
Pre-Health Sciences -
Georgian College
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