Administrative Assistant
Edwards Private Wealth of RBC Dominion Securities
306.791.9284 |
Kelly.Kozak@rbc.com
I take pride in providing truly personalized service to all our clients. I want you to feel welcomed, appreciated and ultimately enjoy your experience with us. Being client-centered is important to me, I will always do my best to ensure you are happy and feel confident in the service and advice you receive. Most of my day is spent responding to client requests, managing administrative projects, ensuring our team has everything they need and collaborating with internal and external partners. My goal is to ensure everything is running seamlessly behind the scenes. I take immense pride in what I do and love building relationships with our clients.
From a young age, my parents were influential to my career path. They instilled the value of money, the importance of a strong work ethic and the financial golden rule – to save and not spend more money than you make. These values naturally complemented a career in finance and I joined RBC over 30 years ago in the service centre in Saskatoon. Years later, I moved to Regina and evolved through a variety of positions with RBC. I am fortunate to have had great leaders throughout my career that supported and encouraged my career growth. My experience in the RBC branch, cash operations, processing centre and working as a Mortgage Specialist Assistant contribute to my diverse knowledge of the industry. I was awarded top performer recognition from RBC and honoured to receive the Institute of Canadian Banking Letter of Accomplishment from the University of Regina.
Outside of the office, I cherish the time I spend with my husband, two daughters, family and friends. Whether we are traveling, playing games or spending time at the lake, they keep me laughing and learning. We are a big sports family and enjoy attending, participating and volunteering at a variety of sporting events. I think it’s the competitive nature in me – I come alive in that atmosphere. It’s also incredibly important for me to lift up my community and help others through difficult times. I am engaged with United Way, Regina Food Bank, Transition House and the Shoebox Project.