About Judi Groves:
Experienced administrator with over 30 years in the financial industry, executive support, and customer service. I am an enthusiastic, self-motivated, with a great work ethic. Efficient skills include organization, adaptability, time management, attention to detail, decision making, multitasking, problem solving, and creativity.
Experience
EXPERIENCE
04/2015 – Present Associate Trust Office, Computershare Trust Company of Canada
• Process Warrant Exercises, Transfers and Escrow accounts
• Review documentation (Agreements, Written Directions, Transfer requests)
• Transact wires, booking incoming and outgoing funds
• Support Management and Corporate Trust Officers
• Monitor ongoing Compliance
• Maintain and update databases
• Implement and create desk operating procedures
02/2012 – 11/2015 Mortgage Funder, CFF Bank/Moncana Bank of Canada
•Prepared mortgage funding documentation
•Examine documents with detailed accuracy
•Prepare advance statements for wiring fund upon closing
•Communicate with Underwriters, Closers and Lawyers
05/2009 – 02/2012 Administration Assistant, Dent Force Inc
•Input and Distributed Invoices
•Accounts Payable/Receivable
•Organized Technician reports and distributed payments
• Coordinated part delivers and inventory
•Reception Duties, telephone enquiries, collecting payments
01/2004 – 05/2005 Mortgage Administrator/Funder, Resmor Trust
•Input Client Applications
•Prepared Funding documentation
•Examine documents with detailed accuracy
•Organize files
•Wiring Fund upon closing
•Communicate with Underwriters, Closers and Lawyers
03/2002 – 08 2002 Executive Assistant - Corporate Finance, Raymond James Ltd
•Prepared confidential documentation
•Organized meetings, events, travel, and conferences
•Assistant to 7 Executives (President, CEO’s)
•Managed filing systems
•Reception duties, telephone etiquette, faxing photocopying, scanning and mailings
06/1999 – 03/ 2002 Administrative Assistant, Raymond James Ltd
•Processed Stock and Mutual Fund trading tickets
•Assisted with RRSP contributions
•Corresponded report to Head Office
05/1997 – 05/1999 Senior Transfer Officer, Montreal Trust Company
•Managed stock transfers and re-issues
•Reconciled files
•Coordinated and prepared reports
•Distributed cash and dividend payments
•Organized and prepared tax forms
•Researched broker and client inquiries
01/1995 – 05/1999 Senior Accounting Officer, Montreal Trust/Scotiabank
•Posted and prepared investment tickets
(Mutual Funds, GIC’s, T-Bills & Bankers’ Acceptance)
•Coordinated new investment bookings
•Assisted foreign exchange and customer support departments
•Researched client and staff inquiries
•Solved errors and omissions
05/1990 – 01/1995 Teller/Client Service Representative, Montreal Trust Company
•Posted daily transactions posting,
preparing & balancing cash and reports
•Organized cheques and negotiable items
•Coordinated opening and closing of accounts
•Reconciled and remitted reports & files
Education
Graduated – Western Canada High School 06/1989
T.C.I. Investment Services Phase I, 1993
Compliance, procedure, and product knowledge courses offer by employers, 1990 – 2023
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