Financial Management Professional, with Customer Service and Support expertise, seeking to utilize in-depth experience in a challenging Banking assignment

  Bachelor of Arts degree; training through IFSE Canadian Investment Funds Operation course with upcoming enrollment in Canadian Securities course

  Experienced in back-office Funds processing, daily trading, audit involvement, trade settlement issues follow-through and continuous internal/external communication

  Regularly participate in multiple organizational actions; manage customer inquiries, surface process improvement methodologies and provide multiple areas of support simultaneously

  Continually ensure adherence to all prevailing regulations and statutory requirements

  In-depth strengths in providing highest levels of customer service; problem solver with outstanding analytical, time management and organizational skills

  Fluency in use of English and Romanian with strengths in French and Spanish

  Proficiency in MS Word/Excel/PowerPoint/Outlook, Adobe Acrobat Reader, IMATCH, Broadridge, Wealthware, FIS, FundServe

  Exceptional capabilities in client-needs focus gained through active participation in organizational team meetings; demonstrable communication excellence and experienced in providing exemplary work performance while serving in high-volume and fast-paced environments. Continually utilize sound judgment supporting crucial decision-making

Settlement and Reconciliation Analyst

BMO Nesbitt Burns, Senior Mutual Funds Operations Trade, Toronto, ON 2014 Present

       Expertly perform back-office processing/fulfillment of mutual, hedge and segregated funds; responsible for placing trades exceeding $10M on daily basis and efficiently maintaining audit/reconciliation activities in compliance with priorities/deadlines.

       Skillfully follow-up on any trade settlement issues and offer risk-mitigation solutions; continually respond to wide array of inquiries from partners and clients, develop recommendations concerning process/procedural improvement actions, and regularly participate in project testing/implementation as well as weekly meetings and brainstorming sessions, contributing expertise toward defining strategies for boosting performance.

       Contribute to customer retention and account base growth by ensuring accuracy and service quality with every transaction yet maintaining balance between meeting customer needs/expectations while controlling costs.

       Utilize exceptional written as well as oral communication skills in compiling complex information and presenting it in an easily understood and concise format; also highly detail-oriented with skills in managing multiple priorities and tasks simultaneously including three separate email inboxes with multiple inquiries.

Customer Service Representative

Canadian Imperial Bank of Commerce (CIBC), Toronto, ON 2014

       Adroitly utilized strengths interpersonal relationship development to work with customers and quickly ascertain needs/wants; resolved array of customer problems/issues in a highly professional manner by diplomatically clarifying issue(s) at hand, identifying causation and developing creative resolution methods; regularly followed-through to assure satisfaction.

       Was consistent proponent of organizational policies/procedures including Code of Business Conduct and Ethics Corporate Policy, as well as relevant legislation, regulations, requirements and Bank guidelines concerning potential conflicts of interest, safeguarding of customer information, anti-money laundering, privacy and outside business activities disclosure.

Office Manager

Dr. Kim s Chiropractic Clinic, Toronto, ON 2013 2014

       Held comprehensive responsibilities for overseeing daily operational activities for this healthcare practice; coordinated all office administrative procedures and implemented new processes as needed.

       Set priorities, oversaw support staff and developed work schedules/assignments, and continually assured adherence to various deadlines as well as procedures/policies.

       Ensured that organization complied with all governmental requirements concerning release of records/information and patient confidentiality/privacy; also managed budgets, contracts and projects.

Property Manager

Loop Development, PTR, Chicago, IL 2004 2012

       Managed leasing activities for facility and real estate, reviewed office management and transactions exceeding $700K in revenue, developed array of marketing strategies, addressed customer issues and provided outstanding customer support and service.

Bachelor of Arts

Faculty of Foreign Languages and Literatures, Bucharest, Romania, 2000

IFSE Canadian Investment Funds Operation Course, 2017

Canadian Securities Course (Upcoming), 2018