Summary
Overview
Work History
Education
Skills
Timeline
Generic

Justin Lal

Senior Director
New Westminster

Summary

A dependable and hardworking individual looking to secure a position at a young company to serve as a valuable member of the team. Would like to join a growing environment with an enthusiastic team of likeminded individuals. Eager to help in achieving the company’s goals, while learning new skills to better myself and those around me.

Overview

9
9
years of professional experience
15
15
years of post-secondary education

Work History

Senior Director, Client Services

Odyssey Trust Company
01.2021 - Current
  • Managed and oversaw a list of 100 + clients, with same day response time.
  • Managed, trained, and supported my own team with their day to day tasks and client requests.
  • Lead monthly reviews with my team to highlight growth and areas of improvement.
  • Work along side other departments to create new and more efficient processes to streamline client requests.

Director, Client Services

  • Facilitated 100 + shareholder meetings from start to finish. this included, sending required meeting notices, fulfilling printing and mailing requirements and acting as scrutineer at the meeting.
  • Onboarded 50 + clients. Including client discovery, KYC documents, information collection, system set up, record loading, client sysmtem demo and training.
  • Partnered with clients to process over 20 + corporate actions, this included forward stock splits, consolidations, name changes and reverse take overs.
  • Leading the coordination between all relevant departments to ensure client requirements are processed properly and on time.
  • Smoothly facilitated 15+ IPO's. Attended closing calls and arranged CDS deposits.
  • Billing work done and managing account receivables and collection of funds.

Senior Associate Director, Client Services

  • Maintained a list of approx. 10-15 clients.
  • Assisted with Shareholder meetings.
  • Handled a wide variety of shareholder inquiries, ensuring they were dealt with quickly and accurately.
  • Coordinated the timely expiration of lock up and other legends and restrictions.

Associate Director

  • Reviewed and coordinated processing for treasury directions, audit confirmations, letter of indemnities, and filing meeting notices.
  • Assisted Director and Senior Director with their day to day tasks.
  • Trained and supported 1933 act legend removal.




Customer Service Representative

Real Estate Board of Greater Vancouver
05.2018 - 12.2020
  • Consults and assists Real Estate members in person, over phone and via email
  • Processes all paperwork and requests according to timelines
  • Assists and volunteers at multiple Board events
  • Participated in team projects

Concierge, Bellman and Valet

River Rock Resort Casino and Spa- Four Diamond Club
03.2016 - 04.2017
  • Provided a positive guest experience from time of arrival to the time of departure
  • Arranged limousine services, private dinner events, and guided tours
  • Provided information and assistance in the booking process for Guided Tour Groups visiting tourist attractions and other Greater Vancouver destinations
  • Responsible for handling all VIP guests and high end vehicles
  • Handled, stored and delivered all luggage to guests in a timely manner

Education

High School Diploma -

Hugh McRroberts Secondary School
Richmond, BC
05.2001 - 01.2016

Skills

  • Proficient in Microsoft Word and Excel

  • Skilled in CRM software systems

  • Ability to work in fast paced environments

  • Ability to work in stressful situations and make sound judgments to minimize stress levels

  • Management skills

  • Customer service skills

  • Organized and efficient

  • Ability to work in both a team environment and individually

Timeline

Senior Director, Client Services

Odyssey Trust Company
01.2021 - Current

Customer Service Representative

Real Estate Board of Greater Vancouver
05.2018 - 12.2020

Concierge, Bellman and Valet

River Rock Resort Casino and Spa- Four Diamond Club
03.2016 - 04.2017

High School Diploma -

Hugh McRroberts Secondary School
05.2001 - 01.2016
Justin LalSenior Director