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Customer Service Executive Assistant

Calgary, Alberta, Canada
January 25, 2018

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Calgary, AB T*L *R* 403-***-****

Provide Administrative Support and Exceptional Client Care and Service

Strong communication and interpersonal skills. Organized and adapt easily to changes in priorities, seamlessly managing multiple assignments simultaneously. Excellent follow-through skills ensure meticulous attention to detail. Great understanding of industry compliance and discrete when handling confidential matters. Proven collaborator, leveraging strong morale and team building skills.

Expert in:

Customer Relationship Management Regulatory Compliance & Reporting Task Planning


National Bank Financial, Calgary, AB 2011-2016

Investment Associate, The Berezan Sherven Group

Supported 3 advisors with business based on strong client relationships.

Provided all administrative tasks and worked effectively with back office, completing work and ensuring company and industry standards.

Worked on new account opening, collecting and finalizing all documentation.

Prepared portfolio performance reports for client review meetings, gathering information and verifying data presented.

Processed client requests for cheques, wires, and all types of registered retirement savings plans’ contributions and withdrawals, confirming and expediting information and providing excellent customer service.

Reviewed client files, ensuring current and correct information and all standards and regulations followed.

Stifel Nicolas Canada, Calgary, AB 2007-2011

Investment / Executive Assistant, JP Veitch, Institutional Investment Advisor

Worked for successful high producing institutional advisor. Managed investment advisor’s calendar.

Completed all account opening documentation for new accounts, working with customer and verifying information presented.

Finalized subscription agreements for new deals, gathering data and ensuring accuracy of information.

Arranged quarterly 1 on 1 meetings between advisor and portfolio managers, including all travel, lodging, and restaurants, creating agenda, confirming arrangements, and providing travellers with required information.

Planned reviews for portfolio managers with top management of companies with large investments, securing times, locations, and required documentation for meetings.

Oversaw all activities of private oil sand tours for portfolio managers, arranging private air transportation and local aerial and ground tours of major projects in Fort McMurray.

Managed international travel for advisor destined for Dubai, Tajikistan, and Russia, ensuring all visas and required documentation obtained and up to date.

Worked on special Ramsay House renovation project, overseeing compliance of heritage rules and regulations.

Handled employer’s personal business and daily running of primary home, hiring landscapers, cleaning staff, and paid monthly bills, allowing advisor more business development time.


Orion Securities, Investment/Executive Assistant, JP Veitch, Institutional Investment Advisor

JF Mackie, Investment/Executive Assistant, JP Veitch, Institutional Investment Advisor


Coursework in Managing Human Behavior & Business Communication, University of Calgary, Calgary, AB

Education Courses: Canadian Securities Professional Financial Planning Conducts and Practices Handbook Branch Managers Exam, Investment Industry Regulatory Organization of Canada (IIROC)

First Aid, St. Johns Ambulance

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