Mississauga, Ontario, Canada
An enthusiastic Individual with Accounting knowledge, holding a wide set of skills from jobs worked at in various industries (Education Service, Non-profit, Retail, Automotive and Fast-Food)
Asset Movement- External Transfers and Payment Operations. Develop and integrate strategies that enable branch teams to efficiently support client needs related to moving assets between accounts and institutions. Leverage product knowledge, operational processes, and regulatory considerations to help advisors deliver seamless and compliant asset transfer solutions. Collaborate with cross-functional teams to enhance systems, workflows, and tools that support asset movement activities. Provide training, insights, and performance support to drive adoption and improve operational efficiency, while tracking usage and impact to continuously refine solutions and improve the client and advisor experience.
Reconciliation Mutual Funds - Custody & Reporting Own and execute critical daily and month-end Mutual Fund Reconciliation (MF Recon) processes, including suspense reporting, period-end setups, and complex account reconciliations. Provide operational coverage across multiple reconciliation functions to ensure continuity during team transitions and absences. Lead incident management and risk mitigation efforts by investigating, coordinating, and resolving reconciliation breaks, data discrepancies, and settlement issues in collaboration with internal and external stakeholders. Drive process improvement initiatives by developing and maintaining automation tools, queries, and process documentation using SQL, Power BI, Excel, and Visio. Deliver training and enablement for internal teams, contractors, and vendors, supporting onboarding, knowledge transfer, and operational resilience. Facilitate team alignment through recurring huddles, work-pod collaboration, and cross-functional coordination. Support strategic initiatives, controls testing, and validation efforts for system upgrades and process enhancements. Contribute to firm-wide operational excellence and engagement initiatives while continuously developing technical, leadership, and industry expertise.
New Accounts - Canada Onboarding Managed reporting processes to ensure continuity and accuracy, supported internal and external audit activities, and provided training and operational assistance to cross-functional teams and external partners. Resolved internal account opening and AB Addenda issues, maintained TCP wire updates, and supported project execution through the creation of clone accounts. Communicated operational updates through Esign Bene announcements and targeted email communications. Assisted management with weekly meetings, role change reporting, and operational support, while contributing to quality improvement initiatives through QI report generator meetings and troubleshooting. Generated and analyzed GP reports to support process optimization and data-driven decision-making.
Oversaw voting within a specific polling station. Verified and enforced ID policy on electors. Prepared certificates and forms, and maintained records, as needed. Balanced the number of ballots throughout the day and counted ballots at end.
Scheduling appointments and following up with customers. Inbound and Outbound inquiries with logging customer details and comments in our system. Maintaining thorough and up-to-date knowledge of our cars.
Prepared meals during breakfast, lunch, and dinner rush hours. Followed recipes with great attention to detail and always applied food safety principles.
Sold and promoted Tommy Hilfiger merchandise through execution of the TH Customer Service Standards. Kept merchandise filled to appropriate levels on sales floor, ensured the store is visually distinctive and appearance impeccably maintained, minimized shortages through proper loss prevention procedures and, built repeat customer base through excellent service.