Maquel Hall
Summary
Highly motivated Business Graduate with a desire to take on new challenges. Progressive, intelligent, and analytical. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
2026
2026
years of professional experience
Work History
Investment Operations Representative
Meridian Credit Union
11.2024 - Current
- Processed incoming and outgoing transfers of registered investments.
- Reduced processing times for investment transactions by automating routine tasks, improving overall productivity.
- Ensured accurate and efficient processing of market-linked investments, including handling dashboard tasks and inquiries.
- Collaborating with advisors to ensure that transfers and registered contracts are completed within the compliance framework.
TREASURY ASSISTANT
MERIDIAN CREDIT UNION
03.2024 - 11.2024
- Monitored compliance with regulatory requirements and internal controls, ensuring a robust risk management framework for treasury operations.
- Managed cash flow and shipments to ensure adequate liquidity for operations, safeguarding against financial shortfalls.
- Achieved accurate financial reporting through timely reconciliation of bank accounts and general ledger entries.
MEMBER SERVICE REPRESENTATIVE
MERIDIAN CREDIT UNION
6 2022 - 11.2024
- Worked with customers to determine financial needs and check eligibility for investment and savings accounts
- Audited customer account information to identify issues and develop solutions
- Processed loan and tax payments
- Service Business owners by creating bank drafts and recording business deposits
- Complete special requests by opening & closing accounts, exchanging foreign currencies, and selling travel insurance.
Education
Canadian Investment Funds Course (CIFC)
IFSE Institute
01-2024
Honors Bachelor Of Business - International Commerce & Global Development -
Niagara College
2023
Skills
- Finance
- Market Research
- Communication
- Client Relationship Management
- Data Analysis
- Time Management
- Risk Management
- Product Promotion
- Sales Expertise
- Investments planning
- Regulatory Knowledge
Timeline
Investment Operations Representative
Meridian Credit Union
11.2024 - Current
TREASURY ASSISTANT
MERIDIAN CREDIT UNION
03.2024 - 11.2024
MEMBER SERVICE REPRESENTATIVE
MERIDIAN CREDIT UNION
6 2022 - 11.2024
Canadian Investment Funds Course (CIFC)
IFSE Institute
Honors Bachelor Of Business - International Commerce & Global Development -
Niagara College
Similar Profiles
Nicole ArulappaNicole Arulappa
Operations Processing Representative at Meridian Credit UnionOperations Processing Representative at Meridian Credit Union
Peter NwaliPeter Nwali
Network Specialist at Meridian Credit UnionNetwork Specialist at Meridian Credit Union
Grace RomitaGrace Romita
Client Services Member Representative at Meridian Credit UnionClient Services Member Representative at Meridian Credit Union
Jacob JensenJacob Jensen
Senior Financial Associate/Manager Delegate at Meridian Credit UnionSenior Financial Associate/Manager Delegate at Meridian Credit Union
Velmir VejzovicVelmir Vejzovic
Senior Operations Analyst Investment Operations at DWS Investment Management Americas, Inc.Senior Operations Analyst Investment Operations at DWS Investment Management Americas, Inc.