Brian Alpaugh
Administrative Associate @Scotia Wealth Management
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WORK HISTORY
Administrative Associate @Scotia Wealth Management
Waterloo, ON, CA
Developed Trade Assistant Spreadsheet using Excel VBA to manage cash needs across currencies for: daily trading including alternative investment trades with irregular settlement, monthly payments, client fees, and ad hoc client cash requests, returning bulk list of cash equivalent fund redemptions, bulk list of fx transactions, and potential debit listing cutting client interest charges by over $100 per month and saving the team over 2 hours of trading work per day Traded equity, debt, and alternative assets in client accounts to rebalance positions to asset allocation Prepared account opening, IPS, KYC and other account documentation for new and existing clients Ran client tax campaign delivering all tax documentation to clients / accountants Continued performing all tasks of Administrative Support Assistant
ABOUT BRIAN ALPAUGH
Dependable and conscientious team player with developed leadership skills through camp counselling - Strong analytical, time management and communication skills gained through accounting experience - Proficient in the programming languages: R, C++, Swift, Python - Courses in Accounting, Finance, Marketing, Statistics, and Computer Science
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