MEDERLYN FRIAS
Toronto,Canada
Summary
Administrative Associate with proven expertise at Scotia Wealth Management, excelling in client relationship management and financial transaction processing. Recognized for enhancing operational efficiency and delivering exceptional service, leveraging strong organizational skills and analytical abilities to support business growth and client satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Administrative Associate
Scotia Wealth Management
Toronto, Canada
05.2023 - Current
- Company Overview: Scotiabank
- Provide administrative and operational support to Wealth Advisors and Portfolio Managers.
- Manage client interactions, documentation, and digital onboarding processes.
- Coordinate events, prepare presentations, and assist in marketing initiatives to support business growth.
- Handle incoming client requests, process transactions, and ensure timely resolution of service issues.
- Facilitate paperwork for investment accounts, transfers, and client updates.
- Executed trades on behalf of clients based on their individual needs and risk tolerances.
Customer Service Representative
Shoppers Home Health Care
Toronto, Canada
05.2022 - 04.2025
- Provided customer support regarding products, services, and policies and resolved complaints.
- Demonstrated functional responsibilities including fittings, cycle counts, sales paperwork, cash management, and insurance documentation.
- Delivered empathetic service that built customer loyalty and trust.
Customer Service Representative
Blue Cross Blue Shield Association
Santo Domingo
06.2021 - 11.2021
- Company Overview: Teleperformance
- Delivered excellent customer service in both English and Spanish.
- Resolved product and service concerns promptly to aid retention and satisfaction.
- Maintained high customer satisfaction through one-call resolution methods.
Education
Business Diploma -
Georgian College
Toronto08-2025
Business Administration Diploma -
ILAC International College
Toronto08.2023
Skills
- Administrative support
- CRM & Salesforce Proficiency
- Wealth management support
- Compliance
- Financial transaction processing
- Relationship management
- Effective communication
- Time management & multitasking
- Organizational skills
- Analytical skills
Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbooks (CPH)
- Social Media Compliance Guidelines
Timeline
Administrative Associate
Scotia Wealth Management
05.2023 - Current
Customer Service Representative
Shoppers Home Health Care
05.2022 - 04.2025
Customer Service Representative
Blue Cross Blue Shield Association
06.2021 - 11.2021
Business Diploma -
Georgian College
Business Administration Diploma -
ILAC International College
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