Wealth Management Associate
National Bank Financial
Total years of experience :1 years, 11 Months
Lead various account activities such as processing RRSP/TFSA contributions and withdrawals, ensuring clients adhere to IIROC rules and regulations, and maintaining the team's KYC updates as well as suitability updates.
•Proficiently utilize software such as Salesforce, CRM, IRIS, Thompson One, Outlook, Adobe Acrobat, and Excel
•Increased team's documentation eficiency by 25% by recreating various forms using Adobe, Photoshop, and JavaScript to simplify daily tasks all while still maintaining compliance with documentation standards.