Ivana Rubez

Customer Service Specialist @Canada Life

Toronto, ON, CA

Independently handling client level plans and member maintenance, including data updates, financial transactions, legislation rules and reporting- Worked with high-end clients such as Ford, processing and ensuring accuracy of financials exceeding $1 million, while effectively prioritizing tasks and meeting tight deadlines- Handling sensitive and complex issues in a timely and accurate manner- Managing retirement and pension plans for various clients, including stocks and invoicing, ensuring plan members and admins are satisfied - Fostering relationships with plan administrators, brokers, advisors and plan members- Part of multiple new projects, aiding in development and testing new software, and research- Aided in new hire training and development, applying strong leadership skills and attention to detail to ensure team success - High proficiency in Microsoft Office tools and software using tools daily for reporting, analysis, and client communication.

Schulich School of Business - York University

Bachelor of Business Administration - BBA

Silverthorn Collegiate Institute

High School Diploma