Summary
Overview
Work History
Education
Skills
Websites
Certification
Visa Status
Languages
References
Timeline
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Jessica Munoz

Dublin

Summary

Dedicated professional with a Bachelor of Commerce and extensive experience supporting Financial Advisors for over 4 years. Skilled in navigating fast-paced environments and managing multiple tasks effectively. Strong customer service orientation ensures positive client experiences. Adaptable to changing circumstances while maintaining high service standards.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Business Development Coordinator

IG Wealth Management
Toronto
09.2022 - 11.2023
  • Developed custom sales reports and client segmentation tools that helped advisor prioritize outreach, resulting in a 10% increase in qualified leads.
  • Executed client appreciation and educational events, boosting client retention that contributed to a 25% increase in annual referral rates.
  • Tracked key business and marketing activities to support performance reviews, team planning sessions, leading to more data-informed decisions.
  • Collaborated with financial advisors to optimize onboarding materials and workflows, reducing client onboarding time by 25%.
  • Maintained Know your Client (KYC) records and CRM data, ensuring 100% compliance with internal policies and improving sales team efficiency.

Executive Assistant

IG Wealth Management
Toronto
09.2018 - 08.2022
  • Processed 100+ monthly financial transactions with complete accuracy, maintaining 100% compliance with KYC and regulatory standards.
  • Managed advisor calendars, client communications, and documentation workflows, leading to a 25% improvement in meeting preparedness and client responsiveness.
  • Provided consistent client support by addressing inquiries and updating portfolios, contributing to high client satisfaction and a 95%+ client retention rate.
  • Prepared risk summaries and portfolio reports to assist advisors in developing personalized financial plans aligned with client objectives.
  • Collaborated with internal teams to streamline administrative processes, reducing paperwork errors and processing time by 30%.

Education

Bachelor of Commerce -

York University
Toronto, Canada
10.2024

Advanced Diploma in Business Administration- Leadership and Management -

Fanshawe College
London, Canada
04.2018

Skills

  • Microsoft Office Suite
  • Google Workspace
  • Salesforce CRM
  • DocuSign
  • Zoom and Microsoft Teams
  • Document management
  • Verbal communication
  • Written communication
  • Time management
  • Attention to detail
  • Organizational skills
  • Multitasking
  • Team collaboration
  • Client onboarding
  • Regulatory compliance
  • Financial reporting
  • Analytical skills

Certification

Dale Carnegie certificate – professional development

Visa Status

Stamp 1G visa holder – full-time work eligible

Languages

  • Spanish, Fluent
  • French, Beginner (A1)

References

References available upon request.

Timeline

Business Development Coordinator

IG Wealth Management
09.2022 - 11.2023

Executive Assistant

IG Wealth Management
09.2018 - 08.2022

Bachelor of Commerce -

York University

Advanced Diploma in Business Administration- Leadership and Management -

Fanshawe College

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Jessica Munoz