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Customer Service Executive Assistant

Ottawa, Ontario, Canada
December 29, 2017

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Jacqueline MacDonald 204-***-****

** ***** ******, ******, **

Career Summary

Driven Executive Assistant adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency and achieve organizational objectives. As well as offering versatile office management, planning and marketing skills. Professional Profile

Exceptional Organization and Customer Service Skills

Keen Attention to Detail

Proficient in Microsoft Suite, Photoshop and Adobe Illustrator & InDesign

Commitment (First Person In, Last Person to Leave Mentality)

Professional Demeanor

Detail Orientated, Accurate, Flexible and Reliable

Team Player with the Ability to Work Effectively in any Environment

Strong Verbal and Written Communication Skills

Work History

McIntyre and Associates January 2017 – December 2017

Administrative support for two Partners.

Correspondence, database management.

Management of calendars and meeting schedules.

Responding to emails and calls, internally and externally.

Creating expense reports.

Planning firm events.

Assist with Tax Return assembly.

PwC (PricewaterhouseCoopers)

Manager Assistant – Assurance May 2014 – September 2016

Document production - type, format and edit client correspondence, reports, spreadsheets and presentations using MS Office Work with internal staff (at all levels) and clients to finalize documents; coordinate with other departments to ensure the timely production of documents, tax (T1, T2 & T4) preparation.

Travel bookings, prepare and submit expense reports, organize logistics and material for internal/external events, or training sessions on behalf of the requestor, sort and circulate incoming mail, other administrative duties (photocopy, scanning, filing, etc.) CRM input and maintenance. Warehouse One December 2007 – May 2014

Executive Assistant

Coordinate and prioritize duties amongst several departments.

Compose and edit confidential documentation for the company President.

Organize and maintain an effective filing system of documents for easy retrieval.

Responsible for all the details in the planning and execution of all the company’s conferences

(venues, activities & menus).

Research and negotiate the best rates for travel and book flights, hotels and car rentals.

Minute taker at Monthly Management meeting.

Research information as requested.

Purchase office supplies for all new store openings.

Create and write the monthly company newsletter.

Main business contact for all vendors as they relate to event planning.

Co-chair the Health and Safety Committee

Sit on the Spirit (Social) Committee – responsible for organizing social events for the company’s employees.

Custom House October 2000 – July 2007

The largest non-bank foreign exchange company in North America Online Service Specialist (June 2006 – July 2007)

Devised and managed numerous tracking processes to measure online services promotions and profits for branches and individuals.

Developed and trained a team of 50 product champions for the online platform.

Expanded business opportunities through external promotions. Resulted in increasing the customer base by 100% in an eight month period, exceeding the set target of a 50% increase.

Supported all North American retail staff by providing feedback and maintaining open lines of communication via phone, e-mail and personal visits.

Secured external customer relationships by assisting clients with the sign up process, performing demos of the trading platform and online trades.

Developed an incentive program for all Retail staff. Area Sales Manager Arizona (January 2005 – June 2006)

Developed, mentored & coached Branch Sales Managers to effectively lead & manage Sales Associates.

Contained costs in line with set budgets.

Developed and implemented marketing plans.

Led risk management initiatives and ensured compliance processes and procedures were maintained to ensure the integrity of the company.

Maintained existing business relationships.

Expanded and developed new business opportunities through Trade Shows, networking and presentations throughout the community.

Assistant Retail Manager / Office Administrator/ Junior Trader (March 2003 – Dec 2004)

Advised and guided the Winnipeg Retail team to exceed company goals.

Ensured that clients were served in an efficient and professional manner at all times.

Oversaw the continued development of the retail branch by providing positive feedback and constructive criticism to members of the Winnipeg Retail team.

Confirmed that policies and new programs were rolled out and implemented effectively.

Trained new employees on all aspects of retail operations so that they would be able to run the office on their own if need be.

Negotiated an exchange rate, which was both profitable to Custom House and acceptable to the client.

Assessed client’s needs and guided them toward products for which they were best suited. This improved customer satisfaction and overall customer service. Customer Service Supervisor (October 2000 – March 2003)

Raised the visibility of the organization and its products via marketing improvements.

Developed a relationship with local hotels.

Instituted a Snowbird Appreciation Day.

Fostered an ongoing relationship with High Schools who had students travelling abroad.

Marketed the retail cash services to financial institutions.

Ensured that supplies were ordered and monthly bills were paid.

Monitored cash levels, sent & ordered cash as necessary. Education

Certificate - Event and Hospitality Management

Certificate – Microsoft PowerPoint 2003 Advanced

Computer Skills

Windows 2007, Microsoft Word, Excel, Outlook, PowerPoint, Google Docs, Adobe Photo Shop, Illustrator & InDesign

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