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Personal assistant

Location:
Greenwood, NS, Canada
Posted:
April 17, 2013

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Resume:

Laura Cancela

** ********* *****, ******, ** B*P 1W0

Phone: 250-***-**** or E-mail: absjjw@r.postjobfree.com

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

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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: absjjw@r.postjobfree.com

REFERENCES:

Bill Evans

Executive Financial Consultant

Investors group

Victoria, BC

250-***-**** Ext. 240

Denise Bayles

Real Estate Developer

Victoria, BC

250-***-**** Cell

250-***-****

3



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