Jacquelyn Lucas
Accountant at Summa Financial Services Inc- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Summa Financial Services Inc
-
Canada
-
Accounting
-
1 - 100 Employee
-
Accountant
-
Aug 2020 - Present
-
-
-
Hawthorne Capital Inc.
-
Canada
-
Investment Management
-
1 - 100 Employee
-
Accounts Administrator
-
Jul 2019 - Aug 2020
-
-
-
Real Estate Institute of Canada (REIC)
-
Canada
-
Real Estate
-
1 - 100 Employee
-
Nova Scotia Chapter Administrator
-
Jun 2015 - Sep 2019
Responsibilities Include:• Arranging for facilities, speakers, etc. as required such as the facilities for Board of Directors Meetings• Assisting the Board of Directors and Members as required such as with the interviews for candidates and membership applications as required• Attending all regional and national meetings as required as well as recording and distributing the meeting minutes• Collecting money and paying bills as required• Distributing Minutes of Management… Responsibilities Include:• Arranging for facilities, speakers, etc. as required such as the facilities for Board of Directors Meetings• Assisting the Board of Directors and Members as required such as with the interviews for candidates and membership applications as required• Attending all regional and national meetings as required as well as recording and distributing the meeting minutes• Collecting money and paying bills as required• Distributing Minutes of Management Board and General meetings to the Real Estate Institute of Canada (REIC)• Encouraging student and candidate members• Ensuring all Chapter accounts are up to date as required• Handling Chapter correspondence• Handling registrations and collecting money for general meetings and events• Maintaining chapter records and compiling the Yearbook for the National Conference• Monitoring education offerings and ensuring candidates and students are informed• Notifying the Real Estate Institute of Canada of membership changes• Preparing and distributing notices• Preparing and distributing the Chapter Newsletter• Preparing the Annual Budget as required• Preparing the Annual Report for presentation at AGM as required• Preparing the Treasurer’s Report for each Chapter Board Meeting as required Show more Show less
-
-
-
Glen Arbour Golf Course
-
Canada
-
Spectator Sports
-
1 - 100 Employee
-
Accounts Administration
-
Jul 2017 - Jul 2019
-
-
-
Real Estate 360 Property Advisory
-
Canada
-
Real Estate
-
1 - 100 Employee
-
Property Administrator
-
Feb 2012 - Sep 2013
Responsibilities Included:• Providing administrative support to Property Managers as well as Senior Management• Organizing meetings, corporate events, and social functions• Maintaining the administration of a vast portfolio of commercial and residential properties
-
-
Education
-
Nova Scotia Community College