Marla, a dynamic and engaging Administrative Assistant, is an essential part of the Heart Wealth Management Group team at Raymond James. With her ever-present enthusiasm, she efficiently answers telephone calls to book meetings and manages clients with a happy and joyful greeting, creating an atmosphere of warmth and welcome.
Her responsibilities extend to preparing documents and forms with meticulous care, ensuring accuracy and timeliness. Clients often rely on Marla for vital tasks, such as making deposits to their accounts or adjusting monthly income. Her reliability in these areas has cemented her reputation as someone who can be trusted to get the job done right.
Simultaneously, Marla is pursuing her education in Business Administration at the University of Victoria. Her studies reflect her ambition and align perfectly with her role, as she continues to broaden her knowledge and skills in the field of business.
Marla's personal life is characterized by her love for travelling. She enjoys exploring new destinations and soaking in various cultures, a hobby that adds richness to her life and influences her unique worldview.
Her favourite saying, "The best time to plant a tree was 20 years ago. The second best time is now," resonates deeply with her approach to life. Whether it's in her career, education, or personal pursuits, Marla's philosophy is to seize the moment, continually grow, and make a meaningful impact.
Through her daily efforts, Marla has become an indispensable asset to her team, embodying her favourite saying by constantly planting seeds of success. Her combination of professional acumen, academic pursuit, and zest for life makes her a remarkable individual, well regarded by both colleagues and clients alike.