Personal assistant
Resume:
Laura Cancela
** ********* *****, ******, ** B*P 1W0
Phone: 250-***-**** or E-mail: ************@****.**
JOB OBJECTIVE: To obtain an Administrative or Financial position.
PROFILE
A highly dependable, self-starter with over six years financial (IG) experience
Updating and maintaining client investment portfolios while planning, organizing, and
co-ordinating daily activities, which include processing trades for IGFS, IGSI, & MRS,
tracking calendar entries, and updating client history files
Extensive knowledge and experienced in the Client Management system (CPMS),
Business Link, and Advantage Plus programs
Strong interpersonal skills for addressing client needs
PROFESSIONAL EXPERTISE
Driven by achieving excellent results, asserting to maintain a high level of accuracy
Committed to learn the role in detail, to not only understand it, but to become the
subject matter expert
Extremely competent at planning and prioritizing tasks fluidly as priority evolve,
responding to time critical requirements
Strong knowledge of legal requirements & needs to be both accurate & thorough
Dedicated and committed to meeting the needs of my employer and the customer
Unusually high work ethic combined with a moral business approach to ensure all
business activities are completed properly
Exceptionally high energy level coupled with a need to achieve assures completion of all
assignments during high tempo work periods
Astute in assessing the clients needs and feelings, responding quickly and
compassionately, partially when dealing with a deceased’s family members
Coachable and approachable, willingly accepts new procedures and assignments
Responsible while consistently achieving high client and employer satisfaction
WORK HISTORY
Administrative Assistant
2007 – 2012
Investors Group Financial Services, Victoria, BC
Responded to client inquiries & determined the best course of action.
Investigated and resolved problems
Proactively contacted clients & scheduled appointments for maximizing office schedule
Assist the consultant and associate in managing client files, ensuring files are current
and up to date, particularly for quarterly client portfolio reviews
Ensure auditable document trail for compliancy with trading regulations
Maintain the consultants “ business plan”
Prepare and distribute written correspondence such as client information packages
In confidence monitor consultant emails, telephone calls
Assist in planning and executing client appreciation activities
Created and maintained a detailed Procedural Assistant’s Manual
1
Laura Cancela
Victoria City Hall, Victoria, BC 2006 - 2007
Public Service Representative
Provided direct customer service and public relations; processed bill payments
and promoted venues with city visitors
Processed payments for Municipal Public Service payments such as parking fines and
utility payments
Assessed customer needs and assisted applicants in completing forms and permits
Provided accurate advice & information to phone inquiries in a cheerful, friendly manner
Familiarized with government services and programs including bylaws and licences
Coast Capital Credit Union, Victoria, BC 1999 - 2006
Head Office Operations Administrator
Trained new personnel, mentored and monitored Junior staff while managing
corporate auditing functions
Retail Loan Administrator 2001 - 2006
Payout and administered Finance transactions and mortgage documents
Prepared mortgage discharge documents for legal processing
Client Services Coordinator, responsible for processing inquiries for (22 Branches)
Coordinated and verified mortgage accounts between the Banks and legal services,
completed all required forms and waivers
Member Service Representative 1998 - 2001
Purchasing Clerk 1996 - 1998
Senior Member Service Representative 1993 - 1996
Member Service Representative 1990 - 1993
EDUCATION
International Hairdressing School Certificate 1981
Southern Okanagan Senior Secondary School Grade 12 DIPLOMA 1979
PROFESSIONAL DEVELOPMENT (2000 - 2007)
West Shore Centre for Learning and Training: MS Word Training – Level One & Two and
Victoria, BC Excel Level One
Coast Capital Savings CU: Computer Applications & Software, Fraud
Victoria, BC Prevention & Detection, Introduction to
Loans, Introduction to RSP’s, Time
Management, Organizational Skills,
Customer Service/Dealing for Difficult
Members, Team Building
Camosun College: Food Safe, Mechanics for Women
Victoria, BC
REFERENCES AVAILABLE UPON REQUEST
2
Laura Cancela
56 Pinecrest Grove, Wilmot, NS B0P 1W0
Phone: 250-***-**** or E-mail: ************@****.**
REFERENCES:
Bill Evans
Executive Financial Consultant
Investors group
Victoria, BC
250-***-**** Ext. 240
Denise Bayles
Real Estate Developer
Victoria, BC
250-***-**** Cell
3
Contact this candidate