Emily Bourne
About Emily Bourne
Emily Bourne is a Core Operations Associate at Wealthsimple, with a diverse background in financial services and client support roles.
Current Role at Wealthsimple
Emily Bourne is currently working as a Core Operations Associate at Wealthsimple. She has been with the company since 2021. In her role, Emily handles client onboarding and verification processes, including US verification. Her responsibilities also involve remediation tasks related to IRS forms and Canadian tax forms. Additionally, she manages the process of transferring out US clients, using tools such as Zendesk for client-based interactions and support.
Previous Experience at Fidelity Investments
Before joining Wealthsimple, Emily worked at Fidelity Investments as a Settlements Administrator for a brief period in 2020. During her 4-month stint, she gained valuable experience in the financial sector, contributing to her expertise in operations and settlements.
Stint at B2B Bank
In 2020, Emily served as a Senior Administrative Officer at B2B Bank for 3 months. Her role involved key administrative responsibilities, adding to her breadth of experience in financial operations.
Role at Ontario Ministry of the Attorney General
Emily took on the position of Client Representative Assistant at the Ontario Ministry of the Attorney General in 2019. Over the span of 4 months, she contributed to various client-facing roles, showcasing her versatility and adaptability in different sectors.
Educational Background
Emily Bourne has a diverse educational background. She studied Fashion Management at George Brown College from 2012 to 2014. She also pursued Banking and Wealth Management at Sheridan College, completing the program in 2012. Her educational background underscores her ability to adapt and excel in various fields.