Yaren G

Detail-oriented professional currently working as a Portfolio Administrator, with experience in financial operations, client service, credit and account administration. I stand out for my keen attention to detail, and ability to work efficiently in fast-paced environments, I am determined to contribute to collective success while pursuing my professional development.

Portfolio Administrator at Scotiabank - Jarislowsky Fraser (2025-01 – Present)

• Work closely with the Relationship Managers in the management of the overall book of business
• Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
• Preparing for client annual reviews
• Responding to client inquiries in a timely, responsive and professional manner, including executing on client cash management requests
• Responding to client and Senior Management inquiries
• Resolving client issues expeditiously and accurately and/or escalating problem situations when appropriate

Income Analyst at Scotiabank - Scotia Dealer Advantage (2023-01 – 2025-12)

• Management of credit requests including client information, collection of financial documents, preparation and follow-up of the file
• Review of financial statements to identify sources of income (Tax documents, paystub, statements)
• Processing files on a daily basis, ensuring that all necessary documentation is reviewed and addressed promptly to facilitate timely decision-making
• Compilation of financial data that highlights a client's specific situation, thereby justifying the need for an exception, in collaboration with the ACE (Exceptional Cases Analysis) department
• Processing of large amounts of data

Customer Care Advisor at Scotiabank (2021-01 – 2023-12)

• Advice and propose solutions to our customers by handling a large volume of calls that may come from anywhere in Canada
• Proactively identify opportunities to optimize the customer experience
• Accompany our customers in their various requests
• Trained in day-to-day service, credit and loan products
• Deliver presentations to my colleagues on new procedures

Bachelor of Administration of Business (BBA) in Business Technology Management Concentration – UQAM (2024-01 – 2027-12)