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

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

•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

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