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Executive Assistant Manager

Location:
Canada
Posted:
November 20, 2018

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Resume:

SEBELE HAILEMARIAM

*** ******** ** ** *******, AB T3J 1T8

CELL: 403-***-****

ac7q5c@r.postjobfree.com

SUMMARY

Excellent knowledge of WINDOWS based applications including OUTLOOK, EXCEL, POWERPOINT and WORD.

Effective knowledge of the investment industry.

Possess excellent verbal and written communication skills.

Outstanding ability to establish rapport with clients and co-workers.

Easily adapt to change and proven desire to take on more responsibilities.

EDUCATION

BA Sociology

Currently enrolled in Human Resources Program at The University of Calgary

EMPLOYMENT HISTORY

BMO NESBITT BURNS

CALGARY, AB

NOVEMBER 2016-PRESENT

Investment Assistant

Ongoing monitoring of accounts, particularly large portfolio clients

Coordinate internal and external meeting requests

Schedule and plan new client meetings

Build and maintain relationships with prospective clients

Generate weekly reports and track leads

Review and track commission and assets under management

General administrative support

BMO NESBITT BURNS

CALGARY, AB

FEBRUARY 2014-NOVEMBER 2016

Trade and Securities Administrator

Handling of physical securities

Handling of client withdrawals and deposits

Correcting all equity, fixed income and mutual fund trading errors

Handling of all New Issues

Coordinating both internal and external client transfers

Assist in preparing documentation for compliance approval

Daily reconciliation of cash and stock entries

Develop and maintain monthly logs

CS FINANCIAL

CALGARY, ALBERTA

JULY 2011-FEBRUARY 2014

Assistant Manager

Daily management tasks including payroll, balancing previous day’s results and continuous maintenance of employee personnel files

Coordinating regional manager’s schedule

Coordinating meetings

Dealing with client complaints/concerns

Daily reconciliation of office sales

Ensuring legal compliance

Developing administrative processes

Daily interactions with clients, issuing of Loans including Pay Day, Vehicle and Accident Benefits

TNI INCORPORATED

CALGARY, ALBERTA

MARCH 2010-JUNE 2011

Executive Assistant

Managing President’s calendar

Preparing sales reports, and organizing data

Coordinating meetings for upper management

Composing sales reports

Attending ongoing training and finding a way to apply new products and services to the team

Connecting and ensuring long lasting relationships with clients, partners and employees

References available upon request



Contact this candidate