Support Manager
Investia Financial Services Inc.
Total years of experience :23 years, 3 Months
Act as an support manager for an independent representative dealing with insurance, group insurance, mutual funds, segregated funds insurance and taxes. I play a strong part in helping the president of the company manage his cliental based portfolios and assisted in business administration services, as well as conducted in day to day trading, and maintaining the office and office supplies.
The company I currently work for manages 3.3 billion dollars in Canadian investments; whereby I helped manage and assist one of the top representatives manage around 7 million Canadian dollars in investments and insurance. I have the ability to multi-task and work under pressure while handling high levels of stress. Exceptional time management and organizational skills
I have the ability to build strong relations with our clients and insure guaranteed customer satisfaction.
•Portfolio preparation, management and control utilizing Power Rep and Dataphile.
•Conduct client transactions, applications and transfers based on customer needs.
•Client persuasion and handling
•Prospecting activities to bring new business (seminars, networking, getting referrals, cold calling, telemarketing)
•Offer comprehensive analysis to prospects on their investment portfolios (risk/return, asset allocation, etc)
•Create, manage and disseminate correspondence to clients regarding their portfolios
•Perform inbound and outbound calls/emails to clients and mutual fund companies.
•Input and follow-up on client orders as directed by Investment Advisor (IA)
•Meet and greet prospects and clients
•Utilize contact management system for task management and follow up
•Investigate and resolve inquires and complaints related to accounts and refer to the IA where appropriate
•Follow-up on client trades to ensure proper settlement and delivery
•Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
•Maintain client files
•Ensure client’s accurate and timely completion of all necessary documentation and forward to appropriate Branch contact
• Documentation & New Accounts Openings
• Research
• Perform inbound and outbound calls/emails to clients and mutual fund companies.
•Sourcing and Procurement of Japanese cars, car parts, stereos, and accessories.
•Managed shop and warehouse activities including stocking, shipping and inventory control.
•Supervised employees, created and managed employee schedules.
•Dealt with clients and vendors to provide necessary support and acquire product.
•Learned about the retail business of clothing, footwear and accessories.
•Managed, organized, priced and stocked clothing, shoes and accessories.
•Assisted with selling and cashiering as necessary.
Currently Taking classes, online and in person at John Molson School Of Business in the Major of Finance
Attained my Mutual Fund Lisence to be a mutual fund sales representative