Fadwa Sajia

Aspiring Project Manager with 5+ years in corporate financial services, successfully completed a Certificate in Project Management at McGill University. Skilled in client coordination, stakeholder communication, reporting, and process improvement. Known for detail orientation, adaptability, and cross-functional collaboration in fast-paced environments with different teams, Fluent in English and French.

Assistant Trust Officer | Project Coordinator (Corporate Trust Services) at TMX Group Inc (2022-04 – Present)

• Coordinated onboarding and servicing for multiple client accounts, aligning internal teams to meet service-level expectations.
• Oversaw preparation of monthly, quarterly, and annual client reports, including interest funding estimates and customized reporting packages.
• Administered trust investments and escrow activities in accordance with legal agreements, ensuring compliance with internal policies and regulatory requirements.
• Processed operational tasks such as cash and share releases, re-issuances, redemptions, and maturities with accuracy and timeliness.
• Managed the setup of new accounts, including documentation for records of trust, interest desk records, and diary systems.
• Facilitated essential client communications and coordinated regular mailings, improving transparency and relationship management.
• Reviewed and approved monthly invoices and maintained aging receivables, proactively addressing discrepancies and accelerating collections.
• Supported internal audit readiness by ensuring all activities were documented and compliant with service standards.
• Collaborated cross-functionally with billing, legal, and compliance departments to maintain seamless trust administration.

Contracting Specialist | Advisor Onboarding & Compliance at Financial Horizons Group (2020-07 – 2022)

• Managed advisor contracting process end-to-end, preparing documentation, identifying errors, and proposing timely solutions to meet onboarding deadlines.
• Acted as a liaison between advisors and multiple insurance carriers across Canada, ensuring compliance and efficient processing.
• Coordinated and tracked advisor paperwork through completion, ensuring all documentation met regulatory and firm standards.
• Maintained consistent communication with stakeholders, providing updates, resolving issues, and improving overall experience.
• Worked extensively with internal systems (WealthServ, Sentry File, APEXA), contributing to accuracy in contracting, transfers, and licensing updates.
• Supported process enhancements by identifying common bottlenecks and proposing improvements in onboarding workflows.

Bilingual Contracting Administrator | Data Management & Operations at Canada Protection Plan (2019-01 – 2019-11)

• Finalized and archived broker agreements using secure systems, ensuring accuracy and compliance with internal standards.
• Coordinated the preparation and distribution of welcome packages to MGA partners, supporting onboarding efficiency.
• Maintained and updated agent license and E&O records, ensuring data integrity across internal back-office platforms.
• Created and managed broker records for national partners, supporting regulatory documentation and reporting accuracy.
• Supported internal operations and special projects, collaborating with cross-functional teams to improve processes.
• Delivered professional and timely communication to brokers and MGA partners regarding contracts, commissions, and policy transfers.

Investor Administrator | Client Services & Account Management at Computershare Canada (2016-12 – 2019-01)

• Provided detailed account support to plan participants, resolving inquiries related to stock transactions, transfers, and account changes.
• Enrolled and managed employee participation in stock purchase plans, ensuring accurate contribution tracking and compliance.
• Opened and tracked research cases to resolve issues involving contributions, transfers, and system discrepancies.
• Delivered key account data such as market value, unit shares, and restriction statuses while providing guidance on tax forms (W9, W8-BEN, NR301) and retirement contribution rules (RRSP, TFSA).
• Utilized internal systems (COSMOS COMPANY, SCRIP, DSS VIEWER) to maintain data integrity and support accurate reporting.

Call Center Administrator at CST Trust Company (Now TMX Group via AST Acquisition) (2016-01 – 2016-05)

• Responded to shareholder inquiries via phone and email, providing accurate information on securities transfers, account updates, and share value.
• Processed and issued new and replacement share certificates while managing Odd Lot shareholder sales programs.
• Delivered cost basis and market value data using internal systems, supporting informed shareholder decisions.
• Maintained up-to-date shareholder records and ensured service satisfaction through prompt and professional communication.

Certificate in Project Management – McGill University (2025-09)

Bachelor of Applied Business in Hospitality Operations – Niagara College (2014)

Degree in Hospitality Management and Tourism – European International College (2011)