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Executive Assistant, Administrative Assistant, Customer Service

Calgary, Alberta, Canada
$50,000 - 60,000
February 15, 2018

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Calgary, Alberta Mobile 403-***-****


Gordon B. Lang & Associates Inc. (GBL Inc.), Calgary, AB March 2004 – July 2017 Promotion to Executive Assistant in 2007 (chosen by the President) Facilitate and Organize the President’s Schedule and Daily Tasks

• Monitored and prioritized the President’s confidential emails (50+ per day)

• Screened dozens of calls daily and directed to other staff members when required

• Managed calendar - Outlook 2016

• Initiated meeting and conference calls set-up using Webex (10-15 per week)

• Travel arrangements

• Prepared notes, memos and confidential reports within tight deadlines - Word, Excel and Adobe 2016

• Updated PowerPoint presentations and prepared marketing folders

• Built LinkedIn profile and maintained account including posts, connections and messages

• Salesforce – updated contacts and ran sales reports

• Event planning – coordinated menu choices, ordered and picked up lunch, decorations etc. Personal Schedule Support

• Monitored personal email - gmail

• Managed personal calendar - Google

• Chauffeured to and from appointments

• Sourced investment information online

• Transported documents to residence to obtain signatures Office Manager and Reception Back up

Advised portfolio managers regarding account transfers (3 or 4 packages daily) and coordinated signing of account documents (turnaround time within 24 to 48 hours) Organized and Managed 100+ files of Fair Market Valuations project

• Coordinated with sales team to guarantee accuracy

• Produced Excel spreadsheet and checklist (5-10 step process)

• Provided weekly updates to the President

Coordinated Actuarial Valuation Reports (AVR’s)

• Produced Word documents

• Orchestrated signatures and document return with advisors and maintained Excel spreadsheet

• Registered Pension Plan documents with CRA and applicable provincial government agency Trained and Supervised Office Managers

Office Manager and Reception 2009 – 2014

• Directed calls from multi-line system to appropriate department

• Mail and courier data base updates and distribution - incoming (50+), outgoing 12+

• Filed documents and organized file room

• Reconciled cheques onto Excel Cheque Log (10+ per day), updated data base and scanned -2-hour deadline

• Managed archive boxes

• Rectified maintenance issues

• Forwarded memos to staff

• Maintained printers, photocopiers

• Monitored office supplies

• Kitchen and boardroom duties

• Created an Office Manager manual with processes, illustrations and instructions on multiple tasks required Production Analyst July 2005 - March 2007

• Transferred information from Data Info Sheet onto documents

• Inspected documents for accuracy

• Assembled several sets of documents and facilitated having them signed by our President

• Facilitated signatures with advisor and updated Excel spreadsheet

• Submitted signed documents to Canada Revenue Agency and applicable provincial government Reception March 2004 – July 2005

• Screened calls, logged mail and courier packages, filing ACCOMPLISHMENTS

• Founded and managed my own business

• Committed to memory and executed complicated cash orders for armored car company

• Oversaw and managed Fair Market Valuations project including 100’s of prospects

• Designed a manual for office manager – increased accuracy and productivity by 10%

• Customized Cheque Log Spreadsheet with sums and formulas - reduced time by 15%

• Developed Process Checklists – improved accuracy and efficiency for each by 10% Securicor Cash Services (now G4S plc), Calgary, AB Cash Cage supervisor back-up and Order Desk back-up

• Reconciled bank orders

Second Lead Hand Coin Department

• Verified coin orders, prepared rolled currency and reconciled accounts

• Managed department when Lead Hand was away

Cash Cage Professional

• Prepared and executed complicated orders for millions of dollars in a team environment with strict deadlines

• Reconciled all accounts

• Completed Security Clearance

Crystal Clean, Calgary, AB

Self-Employed - Home Care Specialist

• Managed scheduling for multiple clients

• Ensured client satisfaction – 100% client retention

• Implemented company operations – quotes, marketing, bookkeeping, etc. EDUCATION

New Era Technology

Office Package Career Development, Microsoft Word, Excel, PowerPoint St. John’s Ambulance

Safety Oriented First Aid

University of Calgary

Interior Design and Landscaping

Alberta Family and Social Services

Daycare Level 1


Stanley Jones Elementary (Special Needs students) – classroom and fieldtrip assistance Huntington Hills Elementary – classroom and fieldtrip assistance Living Way Church – Sunday School teacher

Trosach’s Camp – Camp Counsellor and Kitchen Help

Canadian Blood Services - donations


Grade 6 Piano with Royal Conservatory of Music, Hiking, Exploring Bike Trails

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