Katie Tsui

Associate Relationship Manager @Tsx Trust

CA

Assists Client Management in scheduling and preparing and attending Annual meetings• Client Requests, including, preparation of statistical & shareholder reports• General inquiries: Issued and outstanding shares, audit confirmations and shareholder confirmations and proxy related queries• Counter Service, Assisting clients, brokers and CDS, Screening and scanning documents for transfer and co-ordination with head office for printing• General Office Management, Vancouver and Calgary audit confirmations, client requests (capital controls, I & Os, confirmation letters, shareholder reports)• Shareholder Meetings, Building and updating the Vancouver meeting folders and schedule.• Maintaining strong relationships with clients, answering questions and providing information regarding their share registry, treasuries, mailings, proxy mailings, and meeting set ups etc.

Douglas College

Associate of Arts (AA)

Simon Fraser University

Bachelor of Arts (BA)