TRANG NGUYEN
Summary
Experienced with data analysis in corporate actions processing and a proven track record in discrepancy resolution. Skilled in relationship building and multitasking, I thrive in fast-paced environments, consistenly delivering high-quality performance while enhancing client satisfaction and operational efficiency.
Overview
4
4
years of professional experience
Work History
Entitlement Analyst
RBC Investor Services
09.2023 - 03.2025
- Conducted research into pending matters impacting client accounts with respect to potential impacts from corporate actions events.
- Processed physical entitlement payments, stock splits, mergers and acquisitions, rights issues, and other types of capital market transactions.
- Maintained accurate records of all transactions processed within the department.
- Communicated with external parties, such as transfer agents, issuers, and brokers, in order to resolve discrepancies.
- Provided support for clients on inquiries related to their holdings or positions impacted by a corporate action event.
- Reviewed corporate action announcements to identify and analyze upcoming events.
- Researched specific legal documents related to corporate actions activities.
- Assisted in training new staff members on processes and procedures associated with Corporate Actions activities.
Accounting Officer
Scotiabank
09.2022 - 04.2023
- Trained virtually over Teams the Dominican Republic
- Managed to be a Subject Matter Expert in almost all the processes
- Verified the exception processing for deposit/investment account transactions completed via Scotia Online, Telephone Banking, and Customer Call Centre
- Verified the fulfillment packaging of RDSP documents on behalf of Wealth Management Contact Centre
- Sorted and packed a large variance of mail on a daily basis that includes important customer documents
- Prepared daily reports for quality controls
- Scanned and documented relevant required information into a designated computer system
Senior Accounting Clerk
Scotiabank
01.2022 - 09.2022
- Processed 100+ mortgage/loan payments, goodwill refunds and post dated cheques on a daily basis
- Distributed work and supervised the team on behalf of the Assistant Manager in their absence
- Handled all inbound inquiries received by internal calls or emails
- Removed holds/stop payments off customers' accounts
- Participated in occasional projects to provide help for other teams/departments
Customer Service Associate
BMO Financial Group
09.2021 - 12.2021
- Assisted 60+ customers on a daily basis regarding collecting customers' information, informing about the bank's offered products/services, processing account transactions, placing stop payments and providing immediate answers to customers' inquiries
- Provided a fast, efficient and effortless experience even during high call volume
- Hold meaningful conversations with clients to maintain customer's loyalty and satisfaction
- Achieved and consistently exceeded targets and revenue quota through products and services promotion during routine calls
Education
Bachelor of Commerce - Commerce And Finance, Economics
University of Toronto
Mississauga, ON06.2020
Skills
- Relationship building and management
- Back office banking operations
- Customer service
- Detail-oriented
- Experience in leadership
- Communication
- Problem solving
- New staff training
- Fast learning
- Clerical support
- Discrepancy resolution
- Data analysis
- Transaction reconciliation
- Corporate actions processing
Languages
English
Full Professional
French
Limited Working
Vietnamese
Native or Bilingual
Timeline
Entitlement Analyst
RBC Investor Services
09.2023 - 03.2025
Accounting Officer
Scotiabank
09.2022 - 04.2023
Senior Accounting Clerk
Scotiabank
01.2022 - 09.2022
Customer Service Associate
BMO Financial Group
09.2021 - 12.2021
Bachelor of Commerce - Commerce And Finance, Economics
University of Toronto
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