Anita Pekter
About Anita Pekter
Anita Pekter is an Executive Assistant with a Master of Science in Economics from the University of Pécs. She has over seven years of experience in her current role at Investors Group and previously worked at Great Oak VFA and CIBC.
Work at Investors Group
Anita Pekter has been employed at Investors Group as an Executive Assistant since 2017. In this role, she is responsible for managing the handling and completion of direct transfer request forms and pending transfers from other financial institutions. She also processes contribution and redemption requests by executing transaction requests from consultants to trade mutual funds. Her position requires her to respond promptly to client inquiries and head office requests via email and phone, ensuring efficient communication within the organization.
Previous Experience at Great Oak VFA
Before joining Investors Group, Anita Pekter worked at Great Oak VFA as an Executive Assistant for a duration of four months in 2017. This role provided her with experience in administrative support within the financial services sector, contributing to her skill set in managing client interactions and operational tasks.
Career at CIBC
Anita Pekter served as a Personal Banking Representative at CIBC from 2012 to 2014. During her two years in this position, she gained experience in client service and banking operations, which enhanced her understanding of financial products and customer relationship management.
Education in Economics
Anita Pekter studied at the University of Pécs, where she pursued a Master of Science (MSc) in Economics from 2002 to 2007. This educational background has provided her with a solid foundation in economic principles, which she applies in her current role in the financial services industry.
Administrative Skills and Responsibilities
In her current role, Anita Pekter assists in the preparation of Detailed Financial Plans for clients, ensuring that comprehensive financial strategies are developed. She maintains master consultant lists by entering, sorting, and extracting data from the client database software, demonstrating her proficiency in data management and organizational skills.