Summary
Overview
Work History
Education
Timeline
Generic

Katrina Groulx

Montréal,Canada

Summary

Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, with proven interpersonal skills. Capable of working independently and rapidly acquiring new competencies.

Overview

22
22
years of professional experience

Work History

Regional Cash Manager

RBC - DS
Montreal, QC
04.2023 - Current
  • Ensured compliance with internal control policies and procedures related to cash management activities.
  • Monitored cash flow to ensure sufficient funds were available for daily operations.
  • Managed daily cash operations and maintained accurate records of all transactions.
  • Verified accuracy of account numbers, account holders and for withdrawals and transfers.
  • Evaluated existing processes and review if LOAs are required for cash disbursement from Trust, IPP and Pledge accounts.
  • Respond, monitors, generic inbox for daily FAQs.
  • Provided administrative support to management team when needed.
  • Provided administrative support to coworkers, taking on additional tasks during high-volume periods.
  • Coordinated with front office staff for Compliance requirements and approval to enhance operational efficiency.
  • Prepared summaries detailing monthly reports for Non-Reportable Client complaints.
  • Ensured that all relevant policies and procedures were in place and being followed by Teams.

Branch Operations Assistant

RBC- Dominion Securities - Wealth Management
05.2016 - 04.2023
  • Process/review documents/forms/account opening for Quality Intermediary, FATCA and IIROC rules and regulations and give feedback/reject if requirements are met.
  • Issue company cheques for both CAD$/U$ as per Client’s request, issue manual cheques to pay Company’s expenses and deposit client’s personal cheques at the Branch using the DICE machine and JEFE.
  • Print daily reports and review accordingly if the required LOA’s and supporting documents are provided.
  • Maintain accurate filing of documents, making sure everything is scanned on the system to properly document every Client’s account. Pulling documentation for Branch staff when needed and clearing scanning tool system daily.
  • Review and approve wires (both Canadian and International), process internal transfers and RSP/RESP/TFSA contributions.
  • Process Certificates and Securities according to number of shares and equivalent.
  • Support Branch management with administrative functions i.e. order office supplies, boardroom scheduling and assist Branch Administrator when needed.
  • Coordinated with Front Office staff for account requirements and approval.
  • Provided administrative support to the Advisor and Management teams by preparing reports and documents.

Administrative Assistant to IA Team

RBC - DS
Montreal, QC
03.2020 - 09.2020
  • Managed multiple tasks simultaneously while maintaining attention to detail.
  • Developed and maintained relationships with clients.
  • Performs account opening and assists in completion of documents for Clients.
  • Responded promptly to Client's inquiries via phone, email, and other communication channels.
  • Organized client meetings or conferences.
  • Prepared documents related to new accounts set-up including KYC forms and agreements.
  • Executed buy and sell orders on behalf of clients, upon IA's request.

Documentation Processor

ROYAL BANK OF CANADA
05.2013 - 05.2016
  • Assigned the tasks of processing incoming documents on a daily basis.
  • Assessed the accuracy, completeness and appropriateness of Documents submitted for processing.
  • Performed data entry to specific documents on its corresponding Tools.
  • Review and evaluate files to ensure that the information contained match up with the internal verification system.
  • Performed the responsibilities of sorting mails and scanning important files on the system.
  • Handled the tasks of coordinating with Team and Departments regarding Service and Branch deadlines on a regular basis.
  • Multi tasking skills with attention to detail
  • Flexibility with strong interpersonal skills
  • Ability to handle tasks efficiently in a high paced working environment
  • Handled other essential and related duties as assigned by supervisors.

Customer Service Associate (outbound)

Protocol Global Solutions
10.2011 - 01.2012
  • Performs assigned system maintenance to various electronic order files.
  • Provide pricing and delivery information.
  • Perform customer verifications.
  • Coordinate sales with licensed agents for legal documentations and records.
  • Direct requests and unresolved issues to the designated resource.
  • Provide feedback on the efficiency of the customer service process.

Technical Support (inbound)

Convergys Corporation
01.2008 - 03.2011
  • Respond promptly to customer inquiries.
  • Provide client support and technical issue resolution via E-Mail, phone and other electronic medium.
  • Configuration of client’s equipment to connect to the Internet via modem/DSL Router (Dialup/DSL customers only).
  • Configure software to connect to Internet application servers.
  • Obtain general understanding of OS and application operations related to company offered services.
  • Perform creation of new accounts using company provide software tools.

Secretary

Local Government Unit
03.2003 - 08.2006
  • Prepare and manage correspondence, reports and documents.
  • Organize and coordinate meetings, conferences, travel arrangements.
  • Take type and distribute minutes of meetings.
  • Handle incoming mail and other material.
  • Set up and maintain filing systems.
  • Communicate verbally and in writing to answer inquiries and provide information.
  • Operate office equipment.
  • Manage office supplies.

Education

French Class - Level 6

Centre Yves-Thériault
Montreal, QC
02.2013

Bachelor of Secondary Education -

Bohol Island State University
Philippines
03.2003

Secondary -

Calape National High School
03.1999

Elementary -

Calape National School
03.1995

Timeline

Regional Cash Manager

RBC - DS
04.2023 - Current

Administrative Assistant to IA Team

RBC - DS
03.2020 - 09.2020

Branch Operations Assistant

RBC- Dominion Securities - Wealth Management
05.2016 - 04.2023

Documentation Processor

ROYAL BANK OF CANADA
05.2013 - 05.2016

Customer Service Associate (outbound)

Protocol Global Solutions
10.2011 - 01.2012

Technical Support (inbound)

Convergys Corporation
01.2008 - 03.2011

Secretary

Local Government Unit
03.2003 - 08.2006

French Class - Level 6

Centre Yves-Thériault

Bachelor of Secondary Education -

Bohol Island State University

Secondary -

Calape National High School

Elementary -

Calape National School

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Katrina Groulx