Executive Assistant To The President & CEO

• Oct 2020 - Present

Executive Assistant to CEO

• Aug 2019 - Jun 2020

• Served as the primary point of contact for internal and external constituencies on all matters pertaining to the CEO• Implemented structure to CEO’s schedule within 2 weeks of hire, resulting in increased productivity and effective time management• Developed guidelines which streamlined internal processes pertaining to administrative duties resulting in a consistency of practice• Responsible for managing office move project and oversaw all external stakeholder relations and… • Served as the primary point of contact for internal and external constituencies on all matters pertaining to the CEO• Implemented structure to CEO’s schedule within 2 weeks of hire, resulting in increased productivity and effective time management• Developed guidelines which streamlined internal processes pertaining to administrative duties resulting in a consistency of practice• Responsible for managing office move project and oversaw all external stakeholder relations and communications• Implemented structure to online database system by establishing consistent maintenance which enhanced usability, reduced time required to locate files, and eliminated use of outdated documents• Managed professional and personal calendar scheduling for CEO, agenda preparation, and organized meetings• Managed all travel arrangements, including flight, hotel, transportation, meal coordination and detailed travel itinerary Show more Show less

Personal Assistant to Founder and Co-Founder

• May 2018 - Jul 2019

• Responsible for calendar management and scheduling meetings• Coordinated complex international travel including stops in numerouscities and luxury accommodations; oversaw last minute changes prior to and during travel; through effective coordination was able to remove need for third party stakeholders (travel agencies and booking agents), and associated costs• Key collaborator to numerous projects; responsible for external stakeholder communication, scheduling, and budget… • Responsible for calendar management and scheduling meetings• Coordinated complex international travel including stops in numerouscities and luxury accommodations; oversaw last minute changes prior to and during travel; through effective coordination was able to remove need for third party stakeholders (travel agencies and booking agents), and associated costs• Key collaborator to numerous projects; responsible for external stakeholder communication, scheduling, and budget management (expenses and invoicing)• Contributed to 100% staff retention rate through effective communication practices and staff appreciation• Managed six real estate properties and associated personnel• Provided administrative support and back up to office support team Show more Show less

Executive Coordinator

• Aug 2017 - Jun 2018

• Executive support to President and to the Managing Director• Performed accounting activities including bookkeeping for six general ledgers via Quickbooks, expense reports, invoices, monthly GST file, payroll and CRA remittance, benefits reimbursement, banking and bookkeeping for the corporation and the Presidents’ personal accounts• Provided complex international property management: streamlined invoicing procedures and improved billing system• Monitored insider trading and… • Executive support to President and to the Managing Director• Performed accounting activities including bookkeeping for six general ledgers via Quickbooks, expense reports, invoices, monthly GST file, payroll and CRA remittance, benefits reimbursement, banking and bookkeeping for the corporation and the Presidents’ personal accounts• Provided complex international property management: streamlined invoicing procedures and improved billing system• Monitored insider trading and trading activity through monthly statements • Maintained record of donations and issued tax receipts Show more Show less

Executive Assistant to Ross Allan

• Sep 2012 - Jun 2015

• Served as Executive Assistant to the President• Communicated with clients, advisors, carriers, and brokerages on behalf of the President• Acted as Project Manager leading successful move to new location • Organized client appreciation event for approx. 60 people; through diligent follow-up drove additional purchases and investments

Investment Advisor Associate

• Jan 2000 - Jan 2006

At CIBC Wood Gundy, I provided trading and administrative support for three financial consultants dealing with equities, bonds, options and mutual funds. Whether acting as a liaison with clients and credit departments, processing accounts, or managing trades and schedules, my organizational skills were always being utilized and sharpened.