Taylor Brazeau

Digital Wealth Administrator @ MD Financial Management

About Taylor Brazeau

Taylor Brazeau is a Digital Wealth Administrator with extensive experience in project management and research support at MD Financial Management. With a background in data management and process refinement, Brazeau has contributed to various initiatives since 2018.

Current Role as Digital Wealth Administrator

Taylor Brazeau currently serves as a Digital Wealth Administrator at MD Financial Management | Gestion financière MD. In this role, Taylor provides project management and research service support, contributing to the development and implementation of standard business processes. Taylor leads projects, ensuring that timelines are managed effectively and milestones are achieved. The position involves assessing and identifying gaps in processes, as well as refining core process documentation to enhance operational efficiency.

Previous Experience at MD Financial Management

Prior to the current role, Taylor Brazeau worked at MD Financial Management | Gestion financière MD in various capacities. From 2018 to 2021, Taylor was a Bilingual Regional Administrative Assistant, where responsibilities included data management and manipulation for various initiatives, as well as preparing business correspondence for clients and third parties. Taylor also served as a Call Center Representative in the Member Service Center from 2017 to 2018, focusing on client inquiries and maintaining accurate client information in databases.

Experience at Canadian Medical Association

Taylor Brazeau worked as a Data Administrator in the Member Service Center at the Canadian Medical Association from 2017 to 2018. In this role, Taylor was responsible for managing data related to member services, contributing to the overall efficiency of the organization. This position provided valuable experience in data administration and client service.

Project Management and Research Skills

In the role of Digital Wealth Administrator, Taylor Brazeau demonstrates strong project management and research skills. Taylor participates in and leads various projects, ensuring that all aspects are executed according to established timelines. The ability to refine business processes and manage data effectively is integral to Taylor's contributions, supporting the overall goals of the organization.

Data Management Expertise

Taylor Brazeau possesses expertise in data management and manipulation, which is essential for supporting various initiatives at MD Financial Management. This includes maintaining an organized system for follow-up on inquiries and ensuring the accuracy of client information in databases. Taylor's attention to detail in data handling contributes to improved client service and operational effectiveness.

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