Open To Work
Shirley Awitty
Okotoks,Alberta
Summary
Dedicated financial services professional with extensive experience seeking Investment Associate/Portfolio Service Administrator position. Proven track record in managing client accounts and enhancing organizational success through finance administration and customer service expertise. Committed to driving company growth and delivering exceptional service.
Overview
18
18
years of professional experience
Work History
Portfolio Service Adminitrator
Aviso Wealth
05.2021 - 03.2026
- Managed administrative duties independently, delivering exceptional service to clients and team members.
- Handled email and phone inquiries from stakeholders, ensuring efficient management of client accounts.
- Coordinated departmental tasks including account setups, updates, transfers, redemptions, and contributions.
- Served as primary contact for stakeholders, resolving issues through thorough investigation and follow-up.
- Provided guidance on procedures within SMA program, aiding advisors in implementation and maintenance.
- Assisted with monthly fee billing processes to ensure timely financial operations.
- Analyzed departmental trends and prepared reports to support supervisor in maintaining service standards.
- Collaborated with teams to ensure compliance with industry regulations and standards.
New Accounts Administrator
Aviso Wealth
10.2017 - 05.2021
- Processed new accounts and fee-based accounts accurately and timely, adhering to service level agreements.
- Ensured proper account setup per NAAFS and accurate transaction coding for tax reporting.
- Provided administrative support for fee-based programs, including ongoing account maintenance and fee generation.
- Maintained clear communication with peers and supervisors regarding issues or changes.
- Utilized systems (Laserfiche, OSM, Dataphile) in compliance with company policies and industry regulations.
- Updated internal manuals with changes in company policies and industry regulations.
- Scheduled cross-training sessions to enhance understanding of processing functions among team members.
- Fostered a culture of continuous improvement, encouraging idea generation and participation in initiatives.
Funding Validation Officer/Income Analyst
Scotia Dealer Advantage
08.2016 - 10.2017
- Verified income, employment, and loan documentation from automotive dealers prior to fund release.
- Ensured compliance with internal policies and regulatory standards for auto loans.
- Validated income details to determine customer affordability per established guidelines.
- Checked loan and lease documents against contract message screen for accuracy and completeness.
- Communicated with dealers to resolve discrepancies and manage funding package processes.
- Reported potential fraud or unusual occurrences in income verification to senior analysts.
- Processed, authorized, and finalized funding for loans while calculating repayments.
Customer Relations Representative and Customer Service Supervisor
Scotiabank
09.2014 - 08.2016
- Managed team by creating work schedules, monitoring KPIs, and resolving complex staff issues.
- Collaborated with management to enhance service quality across all operations.
- Handled direct customer inquiries, addressing problems and fostering loyalty through empathetic communication.
- Led customer service delivery at service counters while promoting company services effectively.
- Developed team of customer representatives, contributing to branch operational quality and regulatory compliance.
- Set standards for consistent customer experience through a strong focus on service orientation.
- Demonstrated thorough knowledge of transactional services, policies, and procedures regarding cash custody.
- Ensured security measures aligned with internal guidelines to maintain operational integrity.
Customer Support Officer
Scotiabank
08.2013 - 09.2014
- Facilitated first contact resolution by identifying customer needs for effective service requests.
- Committed to service excellence, thereby enhancing customer satisfaction and loyalty.
- Delivered consistent administrative support to branch team, improving operational effectiveness.
- Ensured compliance with regulations while contributing to branch quality and efficiency.
- Processed foreign exchange transactions, including cheque negotiations, transfers, and bill payments.
Customer Service Representative
Scotiabank
11.2010 - 08.2013
- Directed customer interactions by promptly addressing product inquiries and providing assistance.
- Ensured precise transaction processing for deposits and withdrawals while operating cash registers.
- Efficiently managed cheque negotiations alongside processing of foreign exchange transactions.
Customer Service Associate
Staples Home Office
03.2010 - 08.2013
- Addressed customer issues and supported queries regarding products and services.
- Provided assistance with computer-related inquiries to enhance user experience.
- Handled cashier duties and conducted photocopying services efficiently.
- Managed phone calls, ensuring prompt responses and effective communication.
- Opened and closed copy center, maintaining operational integrity at all times.
- Resolved customer complaints through attentive listening and effective problem-solving.
- Collaborated with customers to fulfill their needs and enhance service delivery.
- Executed laminating tasks, ensuring high-quality finished products for clients.
Office Assistance
Alberta Surgical Centre
01.2009 - 06.2009
- Administered office operations, ensuring efficient workflow and organization.
- Handled clerical tasks, including scheduling appointments and maintaining documentation accuracy.
- Managed public inquiries through effective phone communication.
- Facilitated admission of post and pre-operative patients, coordinating necessary procedures.
- Produced accurate data while meeting strict deadlines for various tasks.
Receptionist
Service Canada
01.2008 - 04.2009
- Served as first point of contact, greeting visitors and directing to appropriate services.
- Managed incoming telephone calls to ensure efficient communication.
- Assisted public with application processes, enhancing service delivery.
- Photocopied, filed, and mailed documents to maintain organization.
- Maintained supplies of forms for unit operations and efficiency.
- Updated security access lists to enhance departmental safety measures.
- Provided information about department services to improve visitor experience.
Education
BBA - Finance
Northern Alberta Institute of Technology
Edmonton05-2008
Skills
- Investment management
- Honesty and trustworthiness
- Team collaboration
- Adaptability and resourcefulness
- Interpersonal communication
- Quality assurance
- Customer service excellence
- Reliability and punctuality
- Attention to detail
- Product demonstration skills
- Self-motivation and enthusiasm
- Cross-functional coordination
- Problem-solving abilities
- Multitasking efficiency
- Positive attitude control
- Deadline adherence
- Eagerness to learn
- Business administration expertise
- Financial acumen
- Marketing strategies
- Hospitality management
- Creative product design
- Customer relationship management (CRM)
- Operational oversight
- Compliance management expertise
- Negotiation skills
- Cost accounting proficiency
- Cash handling accuracy
- Payments industry knowledge
- Sales techniques
Languages
English, Professional Working
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$65000/yr - $200000/yrTimeline
Portfolio Service Adminitrator
Aviso Wealth
05.2021 - 03.2026
New Accounts Administrator
Aviso Wealth
10.2017 - 05.2021
Funding Validation Officer/Income Analyst
Scotia Dealer Advantage
08.2016 - 10.2017
Customer Relations Representative and Customer Service Supervisor
Scotiabank
09.2014 - 08.2016
Customer Support Officer
Scotiabank
08.2013 - 09.2014
Customer Service Representative
Scotiabank
11.2010 - 08.2013
Customer Service Associate
Staples Home Office
03.2010 - 08.2013
Office Assistance
Alberta Surgical Centre
01.2009 - 06.2009
Receptionist
Service Canada
01.2008 - 04.2009
BBA - Finance
Northern Alberta Institute of Technology