Operations Manager

• Mar 2022 - Present

Founder; Senior Personal/Corporate Assistant

• Feb 2017 - Present

My Girl Friday Personal Services provides you with temporary, occasional Personal, Small Business and Senior Support assistance when you need it. We are flexible and cover a very wide range of tasks. www.mygirlfridaypersonalservices.weebly.com My Girl Friday Personal Services provides you with temporary, occasional Personal, Small Business and Senior Support assistance when you need it. We are flexible and cover a very wide range of tasks. www.mygirlfridaypersonalservices.weebly.com

Founder; Senior Personal Planner

• Jan 2017 - Present

Proprietary Personal Planning Service offering individuals the opportunity to Design Their Life as they truly want it to be. Empowering individuals to achieve their dreams while saving time and money. Proprietary Personal Planning Service offering individuals the opportunity to Design Their Life as they truly want it to be. Empowering individuals to achieve their dreams while saving time and money.

Junior Accountant

• Nov 2019 - Mar 2020

Processing Accounts Receivable and Accounts Payable. Reception coverage. Other ad-hoc duties. Processing Accounts Receivable and Accounts Payable. Reception coverage. Other ad-hoc duties.

Data Scanning Technician

• May 2019 - Jul 2019

Scanned Microfiche data into an electronic format Scanned Microfiche data into an electronic format

Office Manager

• Nov 2018 - Mar 2019

Collected over $250,000 of outstanding accounts receivable in a four-month period Managed large database using Salesforce Created job descriptions and postings for four positions; edited and improved job employment contracts Managed building and decorating new office space Bookkeeping: Payroll, A/R, A/P, Account reconciliations Collected over $250,000 of outstanding accounts receivable in a four-month period Managed large database using Salesforce Created job descriptions and postings for four positions; edited and improved job employment contracts Managed building and decorating new office space Bookkeeping: Payroll, A/R, A/P, Account reconciliations

Virtual Office Assistant, Administrative Coordinator

• Jul 2018 - Oct 2018

• Created procedure manuals for various companies • Organized data in a large database for a Not for Profit organization and imported into new data management system Keela • Created Powerpoint presentation application to City of Calgary Request for Proposal for Vancouver environmental company • Created blog postings and managed Social Media • Data entry for e-commerce site – processed purchase orders and confirmations of shipment in Shopify and Amazon • Created procedure manuals for various companies • Organized data in a large database for a Not for Profit organization and imported into new data management system Keela • Created Powerpoint presentation application to City of Calgary Request for Proposal for Vancouver environmental company • Created blog postings and managed Social Media • Data entry for e-commerce site – processed purchase orders and confirmations of shipment in Shopify and Amazon

Office Manager and Trust Administrator

• Aug 2016 - Dec 2016

• Supervising several administrative staff • Writing Job Position Postings • Complete onboarding of new hires including all paperwork and computer set up • Training administrative staff • Project Management • Complete over-haul of Investor Relations department to greatly improve efficiency and accuracy in processing new investments • Creating and updating department manuals • Updating spreadsheets for data analysis • Submitting Exempt Market Distribution reports to Securities Commissions • Proofreading and correction of Subscription Agreement, Offering Memorandum, Investor letters, PowerPoint Presentations, Event Invitations • Event planning and production • Trouble shooting basic computer problems • Processing all onboarding of new subscribers Show less

Investment Assistant

• Jun 2005 - Feb 2016

Provide full support to five Portfolio Managers and Investment Advisors. Process documentation, process trades in equities, fixed income products, mutual funds. Answer client queries about their accounts, process payment or deposit requests, provide tax information to clients and accountants. Quarterly portfolio mail outs, monthly newsletter mail outs/IA prospecting materials. Draft, edit and proofread letters. Arrange IA meetings. Provide full support to five Portfolio Managers and Investment Advisors. Process documentation, process trades in equities, fixed income products, mutual funds. Answer client queries about their accounts, process payment or deposit requests, provide tax information to clients and accountants. Quarterly portfolio mail outs, monthly newsletter mail outs/IA prospecting materials. Draft, edit and proofread letters. Arrange IA meetings.

Branch Administrator, Investment Assistant, Office Manager

• 2003 - 2005

• Managed office of eight advisors providing reception, creating supplier accounts, maintaining office supplies and organization, processing payroll and a/p, receiving securities, reviewing account documentation for 100% accuracy, creating efficient filing systems• Wrote branch policy and procedure manual

Transfers Administrator

• 2002 - 2003

Investment Assistant

• 2001 - 2002

• Assisted investment advisor to increase gross annual revenue by $750,000 • Assisted investment advisor to increase gross annual revenue by $750,000

Client Service Representative

• 1999 - 2001

Answered all manner of investor and advisor queries regarding the many mutual funds MacKenzie Investments manage. Solved many problems regarding missing or incomplete transactions. Provided general fund information and specific account information. Assisted with training new hires through job shadowing, answering questions and supervising calls. Answered all manner of investor and advisor queries regarding the many mutual funds MacKenzie Investments manage. Solved many problems regarding missing or incomplete transactions. Provided general fund information and specific account information. Assisted with training new hires through job shadowing, answering questions and supervising calls.

Client Service Representative

• 1998 - 1999

Cundill Funds was purchased by MacKenzie Financial in 1999. Responded to investor and advisor queries about the funds or specifics in an account. Processed transfers of funds. Cundill Funds was purchased by MacKenzie Financial in 1999. Responded to investor and advisor queries about the funds or specifics in an account. Processed transfers of funds.