Primary Job Title Client Support Specialist Primary Organization iA Private Wealth
Location Vancouver, British Columbia, Canada Gender Female
Website about.me/rona-rafal
Rona Rafal is a professional in Vancouver, British Columbia’s bustling private wealth management sector. She currently holds the title of Client Support Specialist at IA Private Wealth, where she plays an important role in enhancing relationships between the firm’s financial advisors and its clients. Here, she is responsible for compiling client
profiles, assembling detailed portfolio reports, creating marketing materials, planning client events, and managing both incoming and outgoing communications.
After attending Simon Fraser University and earning a degree in Arts and Social Sciences, Rona Rafal's began her career, which has included many varied roles. Prior to her current position at IA Private Wealth, she was an Export Supervisor at Trust Freight Canada Inc., where she managed daily operations to optimize shipments, ensuring compliance with all requisite land, ocean, and air freight standards. She also worked in customer service for the Salvation Army's Family Services division, where she handled inquiries, organized community events, and supervised volunteers. Farther back in time, Rona held a supervisory role at a Vancouver-area Tim Hortons franchise, where she managed operations. Rona is known for her excellent organizational and time management skills, her ability to adapt to various working environments, and her strong interpersonal and communication abilities.
