Experience

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  Welltower™ Inc.

  • Toronto, Canada Area

  • Executive Assistant | Office Manager

    • Jun 2015 - Present
    • Toronto, Canada Area

    • Entrusted to provide thorough administrative support to senior management including composing and preparing confidential correspondence, presentations and other complex transaction documents;• Work on special projects (i.e. determine/negotiate level of corporate sponsorship to industry organizations; source and establish a corporate health and dental benefit plan and a corporate cell phone plan);• Prepare annual office budget resulting in time savings for management;• Coordinate travel and provide extensive calendar management for senior management;• Prepare expense reports for management team;• Source and manage the process of obtaining IT procurement services, printers, copiers, office furniture and filing space;• Managed the logistics of moving to permanent office space ensuring no disruption in daily operations.

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  Brookfield Asset Management

  • Toronto, Canada Area

  • Executive Assistant

    • Nov 2000 - Feb 2015
    • Toronto, Canada Area

    • Provided senior level executive administrative support to Senior Managing Partners and members of the key operating entities across the whole organization;• Composed and prepared confidential correspondence, presentations and other complex transaction documents;• Liaised with the Board of Directors and performed a number of tasks including document preparation on board-related matters. Designed template for board materials which was adopted across the organization;• Assisted the Senior Managing Partner of Human Resources with the preparation of highly confidential policies and senior compensation plans;• Coordinated the execution of documentation on multiple mergers and acquisitions;• Provided project support for company-wide initiatives, as required (e.g. implementation of the company-wide global contact database and implementation of audio conferencing service provider);• Set up and arranged multi-site video conferences with global offices;• Coordinated travel, administered calendars and set up meetings locally and when traveling abroad/overseas;• Prepared expense reports for numerous senior executives;• Planned and coordinated various offsite events/retreats both domestically and internationally.

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  Goodman and Carr LLP

  • Toronto, Canada Area

  • Legal Assistant

    • Jul 1988 - Nov 2000
    • Toronto, Canada Area

    • Provided administrative support to the senior partners in the Corporate Securities/Finance Group;• Attended to the filing of continuous disclosure, prospectus offerings and all public company filings required on SEDAR;• Prepared correspondence forclient accounts/billings;• Provided assistance in connection with the incorporation and organization of corporations (both federal and provincial);• Drafted engagement letters, prospectuses, term sheets, various agreements necessary to effect transactions, minutes of board and committee meetings;• Liaised with all levels of management and entrusted to provide assistance to clients;• Scheduled client meetings and board meetings, managed calendars and made travel arrangements.

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  RBC Dominion Securities

  • Toronto, Canada Area

  • Sales Assistant

    • May 1983 - Jul 1988
    • Toronto, Canada Area

    • Provided administrative support to the Branch Manager and a Top-10 retail sales associate;• Composed various correspondence to clients relating to their account, portfolio, new issues coming to market and addressed all queries ;• Prepared portfolio evaluations for clients;• Distributed new issue allocations and entering buy/sell tickets for the branch;• Liaised with clients daily regarding placed orders;• Managed client accounts to ensure proper execution of transactions.