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Executive Assistant Customer Service

Calgary, Alberta, Canada
November 07, 2018

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Calgary, Alberta

Phone: 403-***-**** Email:


Business Administration (Diploma), 1997

Lethbridge Community College, AB

Certified Holistic Nutritionist (CHN), 2013

Canadian School of Natural Nutrition, Calgary, AB


Office Manager and Executive Assistant

Amundson and Associates, Calgary, AB (February 2016 – Present)

• Provide front end service to clients and answer calls to general reception phone line

• Support and book appointments for psychologists including all associated calendars

• Ensure confidential document transfer between clients, legal representatives and other psychologists

• Schedule and confirm appointments for all associates while maintaining confidentiality for clients and associates

• Prepare month end accounting

• Prepare billing, expense reports, income reports and accounts receivable

• Execute administrative duties related to personal and private scheduling of principle psychologist

• Maintain company website

• Maintain computer and management software for the office

• Maintain office documents and forms, preparation of legal documents in Word and Google documents

• Preparation of invoicing using Excel

• Monitor emails with Google mail and Outlook

• Schedule and monitor psychometric testing and maintain client charts

• Communicate with bookkeeper and accountant and preparation of month end reports

• Develop and implement office administration strategies to meet organizational objectives

• Order and monitor supplies

• Ensure utility and general facility maintenance

• Arrange travel, meetings and coordinate transportation as well as arrange lodging CHN, Certified Holistic Nutritionist

Stacey Deering, Holistic Nutritionist, Calgary, AB (2012 – August 2018)

• Canadian School of Natural Nutrition graduate

• Post-graduation alumnus instructor/educator

• Recipe and menu developer

• Social media and content creator

• Holistic Private Chef for corporate clientele and professional athletes

• Meet with clients to evaluate dietary habits and assess individual lifestyles and supplementation

• Provide meal programs with attention to detail relating to specific goals and imbalances in the body

• Educate clients and the general public on how to maintain a diet that supports health

• Host various nutrition workshops and public events

• Public speaker and educator for Lunch & Learns and Corporate Retreats

• Food photographer

• Consult with various Naturopathic Doctors particularly Dr. Bruce Hoffman of The Hoffman Centre for Integrative Medicine

Mortgage Underwriter

Scotiabank, Calgary, AB (1997 – 2003)

• Underwrite residential mortgages for brokers in a timely and efficient manner

• Prepare and send approved files for mortgage documentation

• Manage customer service inquiries as required for both clients and team members

• Build and maintain relationships with both internal and external personnel

• Work successfully in a team environment for optimal file turn around SKILLS AND ATTRIBUTES

• Proficient in the use of Microsoft Office, Word, Excel, Outlook, PowerPoint, Quickbooks and Planner

• Excellent organizational skills with meticulous attention to detail

• Effective time management

• Ability to multitask including working on multiple unrelated tasks

• Strong professional interpersonal skills emphasizing conflict resolution and maintenance of confidentiality

• Dedication to strong outcomes

• Highly developed sense of discretion and judgment

• Able to work independently and self-directed

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