Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joyce Ogbodo

Plan Admin Analyst II
Calgary

Summary

Results-driven Plan Admin Analyst II at ATB Securities Inc. with a proven track record of enhancing process efficiency and managing complex transactions, ensuring the highest levels of accuracy and compliance. Skilled in analytical thinking and team collaboration, I excel in regulatory compliance, seeking to leverage my operational expertise and skill as an Analyst III, Plan Tax, Estates, and Plan Admin Operations.

Overview

4
4
years of professional experience

Work History

Plan Analyst II

ATB Securities Inc.
05.2023 - Current
  • Completed high-volume registered plan transactions while maintaining a 98% accuracy rate, significantly mitigating firm liability.
  • Collaborated and supported leaders and peers in the implementation of projects that streamlined processes and improved team effectiveness.
  • Contributed to a positive work environment by promoting teamwork, sharing best practices, and helping my peers when necessary.
  • Provided ongoing support and enlightenment for financial advisors and associates needing clarification with Plan Admin processes
  • Championed process efficiency by proactively identifying areas for improvement and asking the right questions to get us thinking in the right direction.
  • Enhanced customer satisfaction by efficiently processing transactions and proactively resolving issues that could cause a dissatisfaction.

Retail Banking Specialist

ATB Financial
08.2021 - 05.2023
  • Support ATB clients through inbound and outbound calls with inquiries about their products with ATB.
  • Processing account transfers, plan transfers and money movement within and outside of ATB timely and efficiently in line with client's Instructions and following regulatory controls.
  • Opening and maintaining registered and non-registered products such as RSPs, TFSA, RIF, and RESP
  • Investing, renewing and redeeming Investment products according toclient's instructions with excellent attention to details.


Education

Bachelor of Science - Accounting And Finance

Benue State University
05.2001 -

Skills

    Effective time management skills

    Strong Google suite applications and technology user

    Excellent written and verbal communication skills

    Documentation and reporting

    Team collaboration and leadership

    Analytical thinking

    Process enhancement

    Attention to detail

    Regulatory compliance

Timeline

Plan Analyst II

ATB Securities Inc.
05.2023 - Current

Retail Banking Specialist

ATB Financial
08.2021 - 05.2023

Bachelor of Science - Accounting And Finance

Benue State University
05.2001 -

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Joyce OgbodoPlan Admin Analyst II