Experience

Central Community Health Centre

• Canada
• Non-profit Organizations
• 1 - 100 Employee

• Executive Assistant

  • Jan 2022 - Present



@xstitchbish

• Small Business Owner

  • Jun 2015 - Present

  Freelance cross stitch artist Freelance cross stitch artist



Government of Alberta

• Canada
• Government Administration
• 700 & Above Employee

• Grant Administrator

  • Jun 2021 - Dec 2021



Canterbury Foundation

• Canada
• Wellness and Fitness Services
• 1 - 100 Employee

• Executive Assistant

  • Feb 2020 - Aug 2020



Alberta Municipalities | Strength in Members

• Canada
• Public Policy Offices
• 1 - 100 Employee

• Executive Assistant

  • Oct 2019 - Jan 2020



Government of Alberta

• Canada
• Government Administration
• 700 & Above Employee

• Program administrative support

  • Oct 2018 - Oct 2019

• Program Administrative Support 4, Ministry of Seniors and Housing

  • Oct 2018 - Oct 2019

  Working in the main queue for SNA in the Ministry of Seniors and Housing. “Surging” any special needs claims as required. Proof read the 2019-2020 benefit year documents for errors and formatting issues before being approved and put into circulationSend out correspondence to seniors for “Second Accounting Requests” and ensuring all PHNs match and no FOIP discrepancies.Reviewed returned mail from seniors, vetted addresses against Alberta Health and follow up with ASBCoordinator as instructed.Presented to the Deputy Minister, Assistant Deputy Minister and a full panel a 15 minute presentation on workplace quiet spaces. Processing of prescription printouts for seniors, as well as other sundry duties as needed.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Senior Financial Advisor

  • Mar 2017 - Oct 2018

  Primary focus on Relationship building, portfolio management, and the client promise. “Treat you as a valued client, understand what’s important to you, your family and your business and provide trusted advice and solutions that will meet your financial needs”.Took a very personal approach to clients’ needs and goals. Met clients in their homes as needed. Make sure my clients know they are my priority.Processed full lending/mortgage applications. Registered against land titles, ensured all my legal documentation was in order with a 0% audit irregularity score. Full relationship banking: advised clients on all 4 quadrants of banking (day to day banking, credit, investments and wealth protection.)· Managed a portfolio of 180-210Connections (Households) and over 44 million in funds managed.Grew Portfolio from 26 Million in funds managed to over 44 Million in funds managed in this time frame.Fully qualified in all areas of lending as well as investments. Mutual Fund Dealers Association licensed.



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Financial Services Manager

  • Jan 2015 - Mar 2017

  Fully lending qualified, Business for Self and MFDA Mutual Funds qualified.Fully comfortable opening estate accounts/doing deceased checklists without any errors (Appointed the branch leader in estates) Assisted the surviving spouses set up their financial future and help with any transitions I could. Held a fully flexible work schedule, willing to work weekend and late shifts.Proficient in lending, commercial accounts, estates, investments and everyday banking to develop strong customer relationships.

• Senior Customer Service Representative

  • Apr 2013 - Jan 2015

  Senior CSR / A-CombinationHolder (full time position) responsible for all Customer Service Representative duties as well as;maintained all custody requirements of the branch as well as security. Ordered and maintained all security cards as well as listings for call tree Kept an inventory of all cash, and Centralized Transit Items (money orders, drafts, bank cards ect) Responsible for training of all Customer Service Representatives as well as new Assistant Branch Manager on Cash, as well as branch operational tasks.Responsible for promotion of NewCastle Centre Branch (door knocking, visits to local business and sponsorship of local soccer teams and events at the branch to drive traffic to the new branch)

• Customer Service Representative

  • Jan 2012 - Apr 2013

  Very proficient in customer relationships and knowing client specific needs (ie, know names and address them accordingly as well as clients who require extra help)Junior CSR/B-Combination Holder (full time position)Responsible for opening and closing procedures of the branch· Cross training for Senior CSR roles, including coin/treasury balancing, cash orders, shipping of parcels to Bank of Canada.· Completed all CSR training including “customer conversations” as well as “CSR Advanced” training Perform customer transactions of an average of over 120 transactions a dayMet and exceed referral and cue targets per week Effective at cash balancing. Fill ABM’s and some minor ABM maintenance to fix cash jams, receipt paper replacement etc. Receive Cash Parcels from Bank of Canada in Joint Custody and enter into treasury.



Ben Moss Jewellers

• Sales Associate

  • Oct 2009 - Feb 2012