Rachel Tabinga
About Rachel Tabinga
Rachel Tabinga is a Client Service Administrator at Investors Group Financial Services Inc., where she has worked since 2011. She supports the administrative team by processing new business, managing client adjustments, and assisting financial advisors with office procedures.
Work at Investors Group Financial Services Inc.
Rachel Tabinga has been employed at Investors Group Financial Services Inc. as a Client Service Administrator since 2011. In this role, she is responsible for pre-editing and processing New Business, Pre-Authorized Contributions, and client adjustments. Rachel also handles data entry for financial deposits and processes requests for funds transfers from other carriers. Her position involves providing support to the Regional Coordinator and the administrative team, ensuring smooth operations within the office.
Education and Expertise
Rachel Tabinga studied at Seneca College of Applied Arts and Technology, where she completed a program in Office Administration from 2008 to 2010. This education provided her with foundational skills in administrative tasks, which she applies in her current role. Her expertise includes office procedures, data entry, and client service, which are essential for her responsibilities at Investors Group Financial Services Inc.
Background
Rachel Tabinga has over 13 years of experience in the financial services industry, specifically in client service administration. She began her career at Investors Group Financial Services Inc. in 2011 and has developed a comprehensive understanding of the administrative functions required in a financial environment. Her background includes managing office supplies, maintaining the stock room, and assisting financial advisors with office procedures.
Responsibilities and Duties
In her role as Client Service Administrator, Rachel Tabinga is responsible for various administrative tasks. She orders office supplies bi-weekly and maintains the stock room to ensure that the office is well-equipped. Additionally, she assists financial advisors by providing general guidance on the use of office equipment, contributing to the overall efficiency of the administrative team.