Payroll Specialist

• May 2016 - Present

Investment Services Assistant

• Apr 2016 - May 2016

• Provides daily administrative support to the investment services team. Responsibilities include:-Answering phones and greeting clients in a professional manner-Responding to internal and external inquiries-Scheduling meetings & managing meeting logistics-Preparing client paperwork-Providing a variety of financial reports-Completing accurate data entry• Responsible for the development and execution of business marketing strategies, including social media (Hootsuite), email campaigns, web and blog presence (WordPress).• Conduct monthly research on industry appropriate publications and work with a variety of website owners to publish relevant marketing content on a monthly basis. • Leverage CRM database, Infusionsoft, to create marketing campaigns and see campaigns through to competition. • Assist in the origination of networking events with business owner. Tasks include event registration, marketing, vendor sourcing, set-up and clean-up. • Ongoing maintenance of CRM database.• Responsible for maintain current knowledge of compliance issues• In addition to Microsoft Office Suite, daily use systems like Dataphile, Thomson One, Outlook and Bloomberg.

Junior Bookkeeper

• Apr 2015 - May 2016

• Responsible for receiving, tracking and ensuring that supplier invoices are paid in a timely manner. • Record all customer invoices and payments in company accounting system on a weekly basis. • Report on and perform yearly remittance of company’s sales tax with Canadian Revenue Agency. • Conduct monthly reconciliation of business bank accounts, including credit card statements, and provide report to business owner. • Recommended improvements to accounting filing system which were adopted across the company and allowed for the maintenance of an orderly accounting filing system.• Design and develop comprehensive company financial reports (profit/loss, balance sheet and trial balance) for management on a monthly basis. • Provide timely clerical and administrative support to management on a daily basis.• Proficiency with QuickBooks, which includes data input and reporting.

Investment Services Assistant

• Aug 2014 - Apr 2016

• Provides daily administrative support to the investment services team. Responsibilities include:-Answering phones and greeting clients in a professional manner-Responding to internal and external inquiries-Scheduling meetings & managing meeting logistics-Preparing client paperwork-Providing a variety of financial reports-Completing accurate data entry• Responsible for the development and execution of business marketing strategies, including social media (Hootsuite), email campaigns, web and blog presence (WordPress).• Conduct monthly research on industry appropriate publications and work with a variety of website owners to publish relevant marketing content on a monthly basis. • Leverage CRM database, Infusionsoft, to create marketing campaigns and see campaigns through to competition. • Assist in the origination of networking events with business owner. Tasks include event registration, marketing, vendor sourcing, set-up and clean-up. • Ongoing maintenance of CRM database.• Responsible for maintain current knowledge of compliance issues• In addition to Microsoft Office Suite, daily use systems like Dataphile, Thomson One, Outlook and Bloomberg.

Administrative Assistant

• May 2011 - Aug 2014

• Provides daily administrative support to the financial advisor. Daily tasks include:-Answering phones and greeting clients in a professional manner-Responding to internal and external inquiries-Scheduling meetings & managing meeting logistics-Preparing client paperwork-Providing a variety of financial reports-Completing accurate data entry• Maintaining the company’s CRM database • Provides daily administrative support to the financial advisor. Daily tasks include:-Answering phones and greeting clients in a professional manner-Responding to internal and external inquiries-Scheduling meetings & managing meeting logistics-Preparing client paperwork-Providing a variety of financial reports-Completing accurate data entry• Maintaining the company’s CRM database