Ana Simamura
Iia Administrative Associate @Scotia Wealth Management
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WORK HISTORY
Iia Administrative Associate @Scotia Wealth Management
Toronto, ON, CA
Facilitated account opening procedures, ensuring accurate completion and compliance with internal and regulatory requirements.• Executed trades through Charles River, HOD, and Exenet systems in coordination with advisor instructions.• Managed and maintained client documentation, including MKYC (Know Your Client) records and various regulatory forms.• Processed cash movements and transfers with precision, supporting daily operations and client needs.• Provided comprehensive administrative support to two advisors, including scheduling, documentation, and client follow-up.
EDUCATION
Humber College
Business Marketing Diploma, Business, Management, Marketing, and Related Support Services
ESPM Escola Superior de Propaganda e Marketing
Bachelor's Degree, International Relations
ESPM Escola Superior de Propaganda e Marketing
Post-Graduation in Communications & Social Media, Communication and Social Media
ABOUT ANA SIMAMURA
Organized, adaptable, and detail-oriented professional with over 5 years of experience working with leading companies, including Ecolab, Marsh McLennan, and Scotiabank at Scotia Wealth Management. Proven ability to manage corporate routines efficiently while demonstrating strong analytical skills and a results-driven approach. Known for an independent work ethic and the ability to learn new concepts and systems quickly. Bilingual in Portuguese (native) and English (fluent), with basic proficiency in Spanish. Advanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word), focusing on streamlining processes and delivering high-quality outcomes.
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