Lauren Currie
Calgary,Alberta
Summary
Motivated Sales Assistant committed to providing excellent client service. Organized, detail-oriented and empathetic to client needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Full-Time Sales Assistant
Richardson Wealth
04.2023 - Current
- Answering phones and directing the calls to the appropriate person
- Coordinated the bookings of internal and external meetings, along with ordering the food for the associated meeting, and setting up and taking down the meeting preparation
- Prepare meeting presentations for introductory meetings, candid look meetings, total family profile meetings, wealth planning meetings, and regular progress meetings
- Prepared reports and kept up to date documents to meet all regulatory requirements
- Maintained our CRM systems with prospect information, new client information, and current client information
- Prepared tax packages for corporate and individual clients
- Executed all marketing correspondence with our team and the clients using Campaign Breeze
- Coordinated gifts for clients regarding new clients and big milestones
- Executed client requests such as estate distributions, contributions, withdrawals, wire transfers, RESP planning, and generated and processed letters of authorization.
- Assisted customers with prompt and polite support in-person and via telephone.
Full-Time Client Service Assistant
BMO Nesbitt Burns
07.2022 - Current
- Continuous client communication regarding withdrawals, contributions, insurance, initiating transfers and other administrative queries
- Generated daily reports to review transactions and deposits
- General administration work such as answering phones and filing
- Maintaining client information in multiple programs
- Working with multiple computer systems including RIS, Salesforce, Oasis, Wealth 360.
Full-Time Sales Assistant
Richardson GMP Limited, Canaccord Genuity
02.2016 - 03.2022
- Organize and gather all tax documents for Corporate and Individual client accounts to forward to their accountants
- Review transactions from previous day to ensure cheques that are deposited are in the right account and provide confirmation to the client
- Monthly review of fees on all client accounts to ensure accuracy
- Booking quarterly client meetings alongside completing meeting material needed for the meeting
- Participate in client meetings regarding documentation, and RESP planning
- Keep up to date records for our RESP account
- Review on a regular basis regarding withdrawals and contributions to ensure we are maximizing the benefits of and RESP account for our clients
- Continuous client communication regarding withdrawals, contributions, insurance, initiating transfers and other administrative queries
- Problem solves on an ongoing basis regarding complicated administrative problems, or client queries
- Ordering, preparing, and sending all client gifts for milestone events
- Oversee the processes and review all documentation including, but not limited to, new account documents, client material changes, and closing of accounts to ensure accuracy
- General administration work such as answering phones and filing
- Maintaining client information in multiple programs
- Worked with multiple computer systems including Dataphile, Salesforce, Campaign Breeze, and Advisor desktop.
Full-Time Office Administration
LNS Chartered Accountants
02.2015 - 01.2016
- Welcomed clients by offering refreshments
- Performed general administration work by answering phones, receiving incoming mail and preparing outgoing mail, maintained office supplies, and filed documents
- Maintained office cleanliness by cleaning the kitchen, and tidying the front desk
- Worked on multiple computer systems including, CaseWare, Profile, TPS (time and billing program), and Microsoft office
- Responsible for bank deposits
- Assembled financial statements and personal tax’s
- Assisted in the creation of invoices and statements
- Responsible for opening and closing the office.
Education
High School Diploma -
Queen Elizabeth High School
Calgary, AB2013
Skills
- Excellent interpersonal and customer service skills
- Strong leadership and team building skills
- Sound judgment and adaptability
- Attention to detail with high level of accuracy
- Able to prioritize activities to meet job requirements
- Achieved goals without direct supervision while staying focused on necessary activities
- Independently able to pursue business objectives in an organized and efficient manner
- Computer literate
- Reliable, organized, and a dedicated team player
- Proactive to ensure every process or activity happens with ease
Accomplishments
2017, Competed in the Natural Physique & Athletics Association. Placed 2nd in Novice Bikini Model category.
Career Target
To secure a full-time sales assistant role utilizing my current skills while being able to learn new skills and develop my career further.
Certification
Competed in the Natural Physique & Athletics Association. Placed 2nd in Novice Bikini Model category.
Timeline
Full-Time Sales Assistant
Richardson Wealth
04.2023 - Current
Full-Time Client Service Assistant
BMO Nesbitt Burns
07.2022 - Current
Full-Time Sales Assistant
Richardson GMP Limited, Canaccord Genuity
02.2016 - 03.2022
Full-Time Office Administration
LNS Chartered Accountants
02.2015 - 01.2016
High School Diploma -
Queen Elizabeth High School
Competed in the Natural Physique & Athletics Association. Placed 2nd in Novice Bikini Model category.
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