Stephanie De Sales D'Souza
Brampton,ON
Summary
- Enhanced ability to effectively communicate and collaborate with co-workers, peers, and administration.
- Executed multiple tasks with care and accuracy in a fast-paced environment while maintaining a professional composure.
- Uses critical and creative thinking when addressing workplace issues.
- Distinctive leadership aptitude developed through work as an Office Manager.
- Well versed in MS Word, Excel, PowerPoint, Univeris, EWMS and AIMS.
Overview
22
22
years of professional experience
Work History
Advisor Services Associate
IPC
06.2018 - Current
- Reconciling the trust account on a daily basis and ensuring daily time sensitive tasks are performed efficiently and with utmost attention to detail.
- Approving EFTs/ Wires to clients and fund companies.
- Covered the team in the Manager's absences for escalations and other various areas.
- Maintained good work relationships with Advisors on a daily basis and made sure SLAs are of a priority.
Advisor Support Administrator
IPC
06.2017 - 07.2018
- Creating New Advisor codes and setting up commission grids.
- Responding to inquiries from Advisors in a timely manner, providing clarification and assisting with all code related inquiries.
- Effectively handled processing of book purchases from start to finish.
- Worked closely with the registrations team and branch managers for day to day processing.
Commission Payroll Administrator
IPC
05.2012 - 02.2017
- Processed large-scale semi-monthly payrolls, including: bi-weekly EFT transmission of commission payments including reporting an reconcilitions within the deadlines
- Responded to Advisor inquiries and provided appropriate solutions within a timely manner.
- Successfully processed CSOX compliance Audits on a quarterly basis as well as assisted with T4A related matters.
- Performed quality assurance of new versions of payroll software to ensure they are suitable for day-to-day payroll processing.
- Prepared departmental training resources for new employees.
- Provided departmental coverage through managing multiple roles during understaffed periods.
Operations Administrator
IPC
01.2012 - 04.2012
- Worked with Marsh Canada to update expired Errors & Omissions and licenses for all Financial Advisors.
- Gathered and validated missing or inaccurate deposit slips for Advisors and Branch Administrators during RRSP season.
- Received and processed check requisitions and Signature Guarantees.
- Oversaw distribution of annual statements to clients, including processing returned mail.
Office Manager/Sales Coordinator
ALMOE
03.2004 - 05.2011
Client Services/Sales Representative
Gulf News
09.2001 - 03.2004
Education
Master of Arts - Sociology
University Of Mumbai
Mumbai India05.2000
Skills
- Client Engagement
- Performance evaluation
- Relationship Building
- Adaptability
- Effective communication
- Conflict resolution
- Critical thinking
- Training and mentoring
- Time management
- Process improvement
- Team collaboration
- Industry knowledge
Languages
English
Full Professional
Timeline
Advisor Services Associate
IPC
06.2018 - Current
Advisor Support Administrator
IPC
06.2017 - 07.2018
Commission Payroll Administrator
IPC
05.2012 - 02.2017
Operations Administrator
IPC
01.2012 - 04.2012
Office Manager/Sales Coordinator
ALMOE
03.2004 - 05.2011
Client Services/Sales Representative
Gulf News
09.2001 - 03.2004
Master of Arts - Sociology
University Of Mumbai
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