VICKI BUCKLEY
St. George's
Summary
Proficient in Microsoft Office Suite and QuickBooks with a strong ability to adapt to new environments. Known for my keenness, hardworking nature, and reliability. Excellent communication skills and a good sense of humor enable effective interaction with individuals at all levels.
Overview
9
9
years of professional experience
Work History
Pension Administrator, Corporate
Freisenbruch Insurance Services Ltd.
08.2019 - 04.2024
- Successfully managed a portfolio of approximately 250 groups for their company pension and investments.
- Facilitate annual education and executive reviews to provide an in-depth overview of how their selected funds are performing and provide solutions to enhance the benefits for both their members and the company.
- Worked closely with the Vice President of Pensions and Investments, as well as the Finance Department, to prepare and process financial transactions offshore on behalf of high-priority clients.
- Demonstrated self-reliance by meeting and exceeding workflow needs, while providing clients a high standard of service.
- Prepared weekly reports, providing a summary of the status of all active accounts, including new money being invested.
- Monitored investments within each plan to ensure optimal performance.
- Reviewed pension plan documents and performed calculations to ensure accuracy of retirement benefit.
Consultant - Business Support Team Analyst
Clarien Bank
01.2017 - 09.2017
- Provided feedback on how the system could be improved and worked collaboratively with the team to ensure a successful launch and update to their client records to quickly reconcile the accounts.
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Assessed company operations for compliance with safety standards.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Implemented strategies for automating organizational processes.
Consultant - Loan Portfolio Administrator
Clarien Bank
01.2016 - 12.2016
- Worked closely with the VP of the Lending Department to provide support in attending board meetings and taking meeting minutes.
- Additionally, I worked with the team to reconcile outstanding accounts and update client records accordingly.
- Identified needs of customers promptly and efficiently.
Consultant - Banking Operations
Clarien Bank
01.2015 - 12.2015
- Supported in clearing a backlog of client records by securely uploading them onto the banking system, while ensuring data accuracy.
- Evaluated existing systems and processes against industry best practices to enhance efficiency.
Education
High School Diploma -
Mount Saint Agnes
06-2006
Business Marketing and Communications -
Mount Saint Vincent University
Skills
- Microsoft Office Suite
- QuickBooks
- Compliance Monitoring
- Analytical Skills
- Adaptability and Flexibility
- Interpersonal Communication
- Data Management
- Effective Communication
Timeline
Pension Administrator, Corporate
Freisenbruch Insurance Services Ltd.
08.2019 - 04.2024
Consultant - Business Support Team Analyst
Clarien Bank
01.2017 - 09.2017
Consultant - Loan Portfolio Administrator
Clarien Bank
01.2016 - 12.2016
Consultant - Banking Operations
Clarien Bank
01.2015 - 12.2015
High School Diploma -
Mount Saint Agnes
Business Marketing and Communications -
Mount Saint Vincent University
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