Leanne Bates
Service Support Associate at London life / Great-West Lifeco Inc- Claim this Profile
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Bio
Credentials
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Automative Office
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Experience
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London life / Great-West Lifeco Inc
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Insurance
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100 - 200 Employee
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Service Support Associate
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Oct 2017 - Present
• Assisting service team with the preparation of new group submission materials proposals and presentation materials. • Acting as a liaison between clients and head office departments. • Handle routine client changes and inquiries. • Ordering employee booklets, contracts, enrollment forms, ID cards, etc. • Word processing duties including a variety of materials such as client correspondence, administration guides, census data requests, etc. • Responsible for the creation of client and advisor reporting. • Provide other administrative support as needed to enhance the client experience, contributing to an efficient, energized and effective Group Customer Team. • Provide back-up support to other positions on the team as required. Show less
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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One Team Professional
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Apr 2015 - Sep 2017
PARAPROFESSIONAL/ONE TEAM PROFESSIONAL Track and coordinate end-to-end client deliverables and marketplace activities. Continuous report tracking and follow up for Independence on all Deloitte employees working on selected mandates Create, track and recorder invoices in a very efficient and time sensitive matter Provide senior-level administrative support for two partners. Proactively drive the client life cycle with primary responsibility for meeting client deadlines with quality deliverables. Work collaboratively, leveraging appropriate firm resources to manage and minimize administrative tasks of the partners. Coordinate, support and contribute to a variety of special projects for the partner and/or service line. Direct administrative support to the partners including drafting correspondence, calendar management, expense reporting and travel arrangements. Show less
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Yellow Pages / Pages Jaunes – Canada
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Canada
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Advertising Services
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700 & Above Employee
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Administrative Assistant
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Mar 2011 - Dec 2015
Supported the Director of Sales for the Manitoba/Saskatchewan/Northern Ontario Region within a large and complex organization. Analyze sales results to monitor achievement of goals and created detailed reports Plans and organizes all logistics of employee on-site and webinar training sessions, customer seminars, and internal meetings including travel and accommodations, catering, scheduling, venue selection, sourcing facilitators, purchasing services and products, budgeting, and creating promotional/communication materials. Reviewed internal/external communications and co-ordinated follow-up activities Manage appointments, meetings, conference calls, communications, travel and accommodations for over 100 employees Provides orientation packages to new employees. Worked with the HR Department to establish employees’ requirements such as managing payroll, employee set up including, computer set up, telecommunications, parking etc. Plan staff/office moves within three facilities, leasing requirements, floor planning Organized a conference for 150 Western Canadian employees and worked closely with Head Office staff. Reviewed internal/external communications and co-ordinated follow-up activities. Show less
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BDC
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Canada
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Banking
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700 & Above Employee
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Executive Assistant
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Oct 2005 - Apr 2009
Supported the Senior Vice President (SVP) of the Prairies and Western Region within a large and complex organization. Established priorities and workflow for the SVP to ensure his efficiency. Managed appointments, meetings, conference calls, communications, travel and accommodations. Supervised and delegated assignments to administrative support staff. Planned staff/office moves within three facilities, leasing requirements, floor planning, and telecommunications in Vancouver. Worked with head office staff in reconfiguring departments to accommodate requests for office changes. Operations Support Officer/Executive Assistant (continued) Organized a conference for 300 Western Canadian employees, a meeting for 70 branch managers, and executive meetings in varied cities. Reviewed internal/external communications and co-ordinated follow-up activities. Participated in selection committees and interviewed sales and clerical staff. Provided orientation packages to new employees. Worked with the HR Department to establish employees’ requirements such as computer, telecommunications, etc. Monitored expenses and budgets in five geographic areas and communicated with area office managers to achieve budgetary goals and responsible fiscal management. Extracted data in two computer applications to create PowerPoint presentations on objectives vs. actual results for five geographic regions for executive meetings. Liaised between the Human Resources Department and the SVP to handle sensitive and confidential personnel matters such as employee terminations, transfers, promotions, and performance appraisals. Reviewed, edited, and distributed HR documents. Created summaries of executive meetings and managed follow-up on action plans. Developed and administered budgets for projects. Co-ordinated the western regional disaster plan. Acted as a resource to personnel. Show less
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Education
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Windsor Park Collegiate
High School, 12