At ScotiaMcLeod, I support wealth management operations by processing high-volume client requests, coordinating advisor activities, and maintaining accurate, compliant documentation.
I've also coordinated 6–7 advisor seminars annually, managing venues, guest scheduling, logistics, presentation materials, and real-time issue resolution. I build strong relationships with advisors, clients, and business partners while improving processes and supporting daily branch operations.
Previously at Rogers' Office of the President, I triaged high-priority escalations across corporate channels, produced operational reporting, and helped hire, train, and onboard new team members. I achieved 70% more customer accommodations through thoughtful issue resolution and cross-functional coordination.
