YULIA SHOROKHOVA

• Opening new accounts by preparing, requesting, and processing all required documentation until completion.

• Initiating and processing account transfers and ensuring accurate, timely, and compliant handling of transitions.

• Executing client instructions for deposits, withdrawals, and currency conversions across all investment accounts and ensuring all tasks or interactions are logged and completed in Salesforce for consistency and tracking purposes.

• Supporting the advisor in preparing, analyzing, and presenting portfolio reports, tax packages, statements, year-end checklists, client meetings, and financial planning documentation.

• Managing the execution of investment orders on behalf of the advisor and ensuring non-solicited trades meet the client's risk tolerance according to their IPS.

• Monitoring clients' mandates and ensuring all breaches and compliance issues are resolved promptly.

• Ensuring effective communication within the team and across departments, maintaining a collaborative and efficient workflow.

• • Executed various transactions for pooled and mutual funds, demonstrating a comprehensive understanding of diverse financial instruments.
• • Upheld a stringent level of confidentiality, adhering strictly to bank policies and procedures in all tasks performed.
• • Proactively investigated, tracked, and resolved system issues, showcasing problem-solving skills and the ability to develop effective workarounds and solutions.
• • Collaborated with the team to preemptively address problems and potential issues, contributing to a positive and solution-oriented work environment.

• Played a keen role in managing the supply chain of Canada's biggest Steve Madden store (by sales volumes and conversion ratios) while consistently exceeding sales targets and individual performance metrics.

• Consistently exceeded daily sales targets by 20% on average through upselling and cross-selling techniques, awarding me the Best Performance for Average Cash Transaction throughout Canada.

• Identified best-selling products and ensured effective inventory and merchandise management by replenishing them as needed and following through with their deliveries within the store.

• Accurately and efficiently completed all sales transactions and maintained proper cash accountabilities at POS registers.

• Assisted in active recruiting, selection, training, scheduling, and evaluating store personnel.