candice williams

candice williams

implementation specialist

About

Training Lead, Settlements & Operations at Solium

Country

canada

City

calgary

Industry

financial services

Skill

team leadership, team oriented, organized self starter, organized multi tasker, analytical skills, crunching numbers, pay close attention to detail, people skills, analysis, training, time management, customer service, microsoft office, strategic planning, microsoft excel, business analysis, project management, financial analysis, microsoft word, finance, business development

Experience

shareworks by morgan stanley

implementation specialist

shareworks by morgan stanley

2019-8 - Present · 7 yrs 2 mos
solium

senior settlements coordinator

solium

2011-2 - 2014-9 · 3 yrs 8 mos

* Job duties changed during my time in this position as my experience increased. Change of duties enhanced my versatility. As well, each change in job duties was a welcome learning opportunity. * Duties have included: * End of Day Reports * Treasury Letters * Money Movement * Foreign Exchange currency conversions * Documenting share rejections and advising Brokers of correct delivery information * Creating manual payments * Approving manual payments made by other team members * Contact with Brokers & Transfer Agents * Contact with other internal teams to help with investigations and to answer process inquiries * Daily Trade Reconciliation * Tracking of wires and EFT's * Monitoring investigations and manual fund movements to ensure they are completed in a timely manner * Training new team members

wear it

vice president

wear it

2007-9 - 2010-11 · 3 yrs 3 mos

* Sale of school uniforms * Developing and putting in place inventory controls * Ordering inventory * Upkeep of website, which included: Taking and editing pictures for upload to the website, adding new items as needed, adding new schools as needed * Hiring and supervising seasonal staff * Signing authority on cheques for payment to suppliers, as well as payroll cheques * Authority for banking deposits and online banking for the business

pan-alberta gas

marketing analyst

pan-alberta gas

1992-5 - 1996-6 · 4 yrs 2 mos

* Calculate netback pricing and provide to natural gas producers * Liason between Accounting and Marketers to provide Accounting with invoicing numbers * Analyze published forecasts of natural gas prices and use for own reporting needs * Provide assistance to more senior analysts as needed * Train new Analysts

pan-alberta gas

administrative assistant

pan-alberta gas

1988-5 - 1992-5 · 4 yrs 1 mo

* Calculate netback pricing and provide to natural gas producers * Type letters and reports for Manager and Analysts * Answer phones * Set up meetings * Filing

solium

training lead, settlements and operations

solium

2016-12 - Present · 9 yrs 10 mos

Ensure that all Settlements teams globally follow the same processes and all team members receive training on on tasks. Duties include: Ensure all tasks are listed and have been assigned out. Ensure updated process documents exist for all tasks. Maintain list of tasks team members are trained on, recognize where gaps exist and arrange training to ensure team members are cross-trained on all tasks. Ensure global team members are also following task processes and are sufficiently trained. Refresh knowledge of process changes to tasks done when in the position of Senior Settlements Coordinator, taking on some of these duties to relearn processes.

solium

team lead, australian settlements

solium

2014-9 - 2016-11 · 2 yrs 3 mos

Education

university of calgary

university of calgary

business administration

1986-1 - 1990-1 · 4 yrs 1 mo

candice williams's Contact Information

Email

******@***.com

Phone

(**) *** ****

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