Open to opportunities

Valerie Kan

@valeriekan

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Administrative professional focused on client service in wealth management.

Canada

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What I'm looking for

I am seeking a client-focused administrative role in wealth management where I can support advisors, improve operational efficiency, and enhance client satisfaction while contributing to team growth.

I am an administrative professional with focused experience supporting wealth management teams and delivering high-quality client service. I have performed daily branch administration, prepared meeting materials and client review packages, investigated and resolved client account inquiries, and supported annual business planning and marketing activities to drive client satisfaction and branch performance.

I bring strong skills in Microsoft Office, CRM and brokerage systems, time management, organization and communication, and leadership experience from community aquatic supervision roles. I am committed to proactive client support, efficient operations, and contributing to team growth in a client-focused financial services environment.

Experience

Work history, roles, and key accomplishments

Current

Branch Office Administrator

Current

Edward Jones

Nov 2023 - Present (2 years 1 month)

Deliver personalized client service for wealth management clients and support branch operations; participate in annual business planning and drive local marketing and event activities to improve client retention and branch growth.

Client Services Word Outlook Client Relationship Management Event Planning Business Planning Communication Time Management

Administrative Assistant

RBC Dominion Securities

Mar 2020 - Sep 2023 (3 years 6 months)

Performed daily administrative operations for advisors, resolved client account inquiries, prepared client review packages, and verified account documentation to maintain high service quality and operational accuracy.

Client Services ClientView ClientSource Salesforce Crystal Reports Administrative Operations Communication Organizational Skills

Aquatic Supervisor

City of Markham

Sep 2014 - Apr 2019 (4 years 7 months)

Led and administered aquatic programs and swim instruction, provided staff direction and training, and managed program delivery to ensure quality and progressive learning outcomes for participants.