• Lisa W
  • Other, Financial Accounting and Performance, Financial Planner, ... more
  • Last/current workplace: RBC Wealth Management - PH&N Investment Counsel
  • 31 years old from Hampton, VIC

Introduction

Hello! I am seeking an office/administration role to apply my technical and process oriented skills to enhance the efficiency of the firm. I have been working in Wealth Management for the past 7 years, and have become well equipped with analytical and problem solving skills.

Employment History

  • RBC Wealth Management - PH&N Investment Counsel

    • Nov 2018 - Jul 2019
    Associate - liaison between the Investment Counsellor and our back office administration to ensure all portfolio transactions and calculations were correct - investigate any issues that arose, such as tax, reporting, performance or transactional enquiries
  • RBC Wealth Management - PH&N Investment Counsel

    • Apr 2017 - Oct 2018
    Portfolio Management Assistant

Skills

  • Bank Reconciliations
  • Profit and Loss Statement
  • Accounts Payable and Receivable
  • Cash Flow Management
  • Risk Management
  • Other
  • Financial Planning
  • Finance
  • Investments
  • Account Reconciliation

Education History

  • CFA Institute current

    CFA Charterholder
  • St. Mary's University current

    Bachelor of Commerce Undergraduate Degree Finance Major Co-operative Education Program

Personality Type

The Nurturers

Extroverted
Introverted
Sensing
iNtuitive
Thinker
Feeler
Judger
Perceiver