1. GLORIA HOLDER
1203-361 The West Mall
Etobicoke, ON M9C 1E8
(416) 626 – 8948
Cell: 416-709-6855
gloriaholder@sympatico.ca
PROFILE
A detail oriented, Office Clerk with over 10 years’ experience in the financial sector and various
business corporations. Established collaborative relationships with internal and external clients
while maintaining the strictest of confidentiality. Organized with the ability to multitask and
meet deadlines.
WORK EXPERIENCE
CORPORATE RECEPTIONIST
• Greeted external business associates and internal staff
• Directed visitors to meeting rooms
• Advised staff on arrival of respective visitors
• Answered and re-routed calls to staff on multi-line switchboard
• Logged client calls in company database and assigned to case workers
• Assisted in preparing tax receipts to be mailed out to hundreds of donors
• Assisted in filing donor records
• Received, logged and distributed mail
• Prepared packages for shipping via courier/Arranged courier pick- up and delivery
• Booked boardrooms on calendar
• Arranged courier pick- up and delivery using online forms
• Ensured visitors’ badges were prepared for next day
• Maintained tidy reception area
CUSTOMER SERVICE
• Answered hotline, addressed queries and assigned callers to designated CSR's regarding
corporate action details and entitlement processing
• Researched notices and transaction history to respond to customers within 48 hour limit
• Followed up clients for outstanding instructions regarding tender offer expiry
• Supported team of 10 by cross-training on various processes to cover vacations and absences
ADMINISTRATOR
• Updated client contact information on various databases for new and existing accounts to
ensure that email and fax notices were sent to appropriate clients advising of event deadlines
• Investigated discrepancies regarding email addresses and fax numbers within the guaranteed
48 hour time-line. Provided revised account records to CSR’s using ad hoc reporting system
• Filed copies of fax confirmations and resource documents at end of day
• Faxed urgent documents to multiple clients for same day response to meet event deadlines

2. Page 2 of 3
• Trained colleagues on client contact database and vendor systems
• Prioritized workload by keeping a diarized filing system to meet deadlines.
GLORIA HOLDER
(416) 626 – 8948 gloriaholder@sympatico.ca
WORK EXPERIENCE continued
ADMINISTRATOR
• Monitored account holdings to balance with Custodian records prior to submission of shares
to transfer agents. Reconciled out of balance positions with settlements department and
account officers by creating excel spreadsheets with account and trade details.
• Efficiently completed documentation for submission of client investments to purchase offers,
rights and warrant exercise on behalf of shareholders.
• Received and processed cash/stock payments on various systems, giving same day value for
multiple accounts. Advised CSR’s of large payments over millions of dollars to keep clients
updated on their investments.
WORK HISTORY
Worked as Receptionist through the following Employment Agencies:
HR Associates, Toronto, On
Ministry of Children and Youth Services – Toronto and Mississauga Offices 2016
Infrastructure Ontario, Toronto, ON: Receptionist 2016
Toronto General and Toronto Western Hospital Foundation, Toronto, ON 2016
Office of Provincial Advocate for Children and Youth, Toronto, ON 2015 –
2016
TDS Personnel: Ontario Teacher’s Pension Plan
2015
The Bagg Group: Corporate Receptionist at Metrolinx, Toronto, Ontario 2014 – 2015
RBC Investor and Treasury Services, Toronto, ON 1998 - 2012
Research Analyst; Customer Service Officer; Corporate Actions Administrator
EDUCATION AND PROFFESSIONAL DEVELOPMENT
Anti-money Laundering, Client Confidentiality, Service Quality
RBC Investor and Treasury Services, Toronto, ON
Introduction to Micro Computers, Certificate
Ryerson Polytechnic University, Toronto, ON
Typing and Office Practice, Advanced Certificate
George Brown College, Toronto, ON
COMPUTER SKILLS AND EQUIPMENT
Microsoft Word, Excel, Outlook and Internet Research; Internal Banking Systems, Research
Capabilities, Photocopier/scanner, Fax machine, Telephone

3. Page 3 of 3
COMMUNITY INVOLVEMENT
Volunteer: Haven on The Queensway Food bank, Etobicoke, ON 2012 – Present