Laura Rawluk
Winnipeg,MB
Summary
Highly motivated finance professional with extensive experience at Cambrian Credit Union and the Public Guardian and Trustee of Manitoba, specializing in investment account administration and client investment reconciliation. Demonstrates strong analytical skills and exceptional written communication, adept at problem-solving and supporting finance teams with minimal supervision.
Overview
28
28
years of professional experience
Work History
Securities Clerk
Public Guardian and Trustee of Manitoba
Winnipeg, Manitoba
06.2009 - Current
- Recording and reconciliation of client investment accounts (term deposits, mutual funds, stocks, bonds and crypto holdings which can be monthly, quarterly, semi-annually or annually
- Administration of the Federal RDSP program which includes opening or closing accounts, making deposits, reconciling the accounts annually, transferring in external RDSP accounts and troubleshooting issues
- Analyzing monthly reports for E/R or U/R, finding missing RRIF/LIF/PRIF payments
- Renewing or redeeming monthly term deposit maturities.
- Corresponding with financial institutions to give instructions on client investments or to redeem Estate assets
- Writing to infant trust clients about their maturing trust accounts
Investment Administrator
Cambrian Credit Union
Winnipeg , MB
02.1997 - 06.2009
- Provided administration assistance to 3 investment advisors
- Record keeping, account opening, trade executions, document filing
- Writing correspondence to clients
- Answering client calls and emails
- Depositing cheques from clients
Education
Some College (No Degree) - Art History & Anthropology
University of Winnipeg
Winnipeg, MBSkills
- Very self motivated
- Works well with minimal supervision
- Happy to assist my Finance colleagues whenever possible
- Very familiar with the functions of the PGT of MB and how we provide service to our clients
- Experienced with the financial software, document management system, Microsoft office applications
- Has excellent written and verbal communication skills
- Has many years of experience working with the Estates Dept staff to redeem Estate investment assets
Timeline
Securities Clerk
Public Guardian and Trustee of Manitoba
06.2009 - Current
Investment Administrator
Cambrian Credit Union
02.1997 - 06.2009
Some College (No Degree) - Art History & Anthropology
University of Winnipeg
Similar Profiles
Rebecca EllRebecca Ell
PUBLIC GUARDIAN REPRESENTATIVE & ACTING PUBLIC GUARDIAN at THE OFFICE OF THE PUBLIC GUARDIAN & TRUSTEEPUBLIC GUARDIAN REPRESENTATIVE & ACTING PUBLIC GUARDIAN at THE OFFICE OF THE PUBLIC GUARDIAN & TRUSTEE
Alan FuchsAlan Fuchs
Corporate Accounting Co-op at Ministry of the Attorney General: Office of the Public Guardian and TrusteeCorporate Accounting Co-op at Ministry of the Attorney General: Office of the Public Guardian and Trustee
Athul GireeshAthul Gireesh
Financial Analyst at Public Guardian & Trustee Of BCFinancial Analyst at Public Guardian & Trustee Of BC