Shari Prime

• Participated in client meetings to discuss financial analysis and investment strategies.
• Communicated complex investment concepts clearly.
• Enhanced portfolio performance by conducting thorough financial research and analysis.
• Built Models and implemented in accounts.
• Member of the Investment Committee
• Works closely with clients/relationship manager
• Training/supervising Support Staff
• Met and collaborated with existing and prospective clients to ascertain financial goals.
• Streamlined investment processes for better efficiency and increased return on investments.

• Assisted clients with all administrative requests.
• Assisted with client relationships..
• Monitored customer service metrics and performance indicators to identify areas of opportunity.
• Constantly reviewing profiles looking for share of wallet opportunities.
• Marketing.

• Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
• Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
• Facilitated smooth onboarding process for new clients.
• Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.

• Branch Operations Responsibilies for seven sub-branches
• Backup for Branch Administrator
• Full Administrative Associate Responsibilities for Wealth Advisor
• Organized Several Client Events for Advisor and Branch
• Remote Backup for four Administrative Associates in the Province
• Per Regional request, I spent a week Training and supervising a new employee both Administrative Associate and Branch Operations efficiencies
• Responsible for training and supervision of Summer Students
• Marketing responsibilities for Advisor.

• Account opening and maintenance
• Worked directly with clients for all administrative requests
• Placed trades as instructed
• Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
• Completed forms, reports, logs, and records to quickly handle all documentation
• Overhauled filing system

• Received Best of the Best Award twice
• Backup for Customer Relations Representative
• Organized Customer Appreciation Events
• Trained new employees, summer students.

Preparing and filing income tax returns for clients.