Melissa T.
Advisor Onboarding & Transitions Specialist @Manulife Wealth & Asset Management
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WORK HISTORY
Advisor Onboarding & Transitions Specialist @Manulife Wealth & Asset Management
Toronto, ON, CA
Oversees the full advisor recruitment journey, ensuring every incoming advisor receives a seamless, white-glove experience from first contact to joining the firm. Focused on identifying and implementing process improvements that reduce friction and increase efficiency across the team.Designed and deployed a Power Automate workflow to meet regulatory compliance requirements for client notifications, replacing a manual process and delivering significant cost savingsCleaned up and resolved data inconsistencies across advisor and client records, improving data accuracy and reducing compliance riskBuilt tools and trackers that increased visibility, accuracy, and response times across the teamDeveloped multiple SOPs, guides, and templates that standardized processes and improved consistencyBuilt the team\'s SharePoint infrastructure from scratch, centralizing documentation and improving accessibilityDrove knowledge sharing across the team through hands-on demos and walkthroughs, accelerating adoption of new processes and tools
EDUCATION
University of Toronto School of Continuing Studies Boot Camps
Certficate, Digital Marketing
University of Toronto Mississauga
Bachelor of Science (B.Sc.), Geography
ABOUT MELISSA T.
Operations professional with 10+ years of experience building systems, streamlining workflows, and driving efficiency across financial services, insurtech, and real estate.My work sits at the intersection of operations and process improvement. I don\'t just manage existing systems, I find where the friction is and fix it. That\'s looked like redesigning onboarding workflows, building automation tools, auditing data quality at scale, and standing up operational infrastructure from scratch.Recent work includes building a Power Automate workflow that eliminated thousands of manual process steps and surfacing hundreds of data inconsistencies that were quietly creating compliance risk downstream. All within a regulated financial services environment.My background spans financial services, insurtech, cybersecurity, and real estate. That range means I adapt fast, pick up new tools quickly, and don\'t need hand-holding when the environment shifts.What I bring- Process design, automation (Power Automate), and workflow optimization- Data integrity and compliance-aligned operations- Stakeholder management across C-suite, advisors, compliance, IT, and ops teams- End-to-end project coordination and SOP development- Remote and cross-functional team supportOpen to connecting with operations and business strategy professionals in tech-enabled financial services and SaaS environments.
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