Assisted with updating employee immunization records

Assisted with the set up of the Polling Station. Collected and processed voter information.

Gathered Personal Support Workers paperwork and filed in appropriate client/patient file. Successfully performed reception duties, Printed off nurse's manual and organized each subject in sections into binders. Input PSW's and Nurses' hours into Goldcare.

Greeted clients and show them to contact areas. Scheduled and confirmed appointments for Representatives and performed reception duties. Pulled client files for preparation of client meetings. Completed required paperwork such as RRSP, RRIF, LIF, RESP, GIC's and Stocks. Recorded mutual fund trades that required processing.

Processed mutual fund trade transactions such as purchases, redemptions, withdrawals, transfers, and switches. Followed up with mutual fund companies to ensure accuracy of each transaction. Ordered office supplies, greeted clients.

Assisted with the preparation of mortgage documents ie: purchases, sales and refinancing. Contacted solicitors and mortgage brokers requesting any required documentation. Entered pertinent information into various mortgage programs.

Trained new representative and Administrator's on business practices and systems. Initiated Letter of Directions to Mutual Fund Companies in order to correct any incorrect trades on behalf of the Advisor's. Administered new "Best Choice" accounts and set up RRSP plans, processed incoming transfers to client's accounts. Paid out LIF, RRIF and LRIF accounts on a monthly, quarterly, semi-annual or annual basis.

Assisted customers with purchases, exchanges, returns. Stocked shelves. Provided clients with any information pertaining to the products.