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Executive Assistant

Calgary, Alberta, Canada
April 23, 2019

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Cynthia Smith

Cell: 587-***-**** / Email:


High level of interpersonal skills to handle sensitive and confidentilsitutions

Excellent range of knowledge and experience in the finance industry

Entrepreneurial minded with strong sales background

Superior networking skills, with a genuine passion for developing relationships

Excellent capacity for critical thinking and problem solving

Exceptional creative writing capabilities

Possess strong presentation skills

Strong computer skills with knowledge of PC and Mac operating systems, multiplatform productivity software including MS Office (Word, Excel, PowerPoint), SAP and Google G Suite.


Hunterwood Technologies

Executive Assistant to President

November 2018 – February 2019

Document preparation and management: Formats and edits letters, memos and reports

Reconcile expense reports and statements, ensure reports were kept current

Independently managed Presidents calendars for all 5 businesses he owned and ran by scheduling appointments, anticipating needs, changes and rearranging meetings as appropriate

Meeting coordinating by makes arrangements for on-site and off-site meetings and events including logistics (e.g., communication, agenda’s, location, meals, equipment, materials, RSVPs and travel).

Travel arrangement for both personal and business by finding cost-effective and sometimes complex arrangements and itineraries

Captured meeting minutes

ATB Financial

Executive Assistant – Innovation Department

February 2018 – August 2018

Arranged all travel itinerary for the Senior Vice President and Managing Director

Maintained a high degree of confidentiality of all sensitive information

Organized meeting rooms, catering and team events

Organized Managing Partners’ calendar and conference calls

Basic accounting to maintain monthly expenses for Managing Partner’s

Manage on-boarding for new hires with necessary travel, accommodation and electronics

Ordering and maintaining office supplies

Organized and Dircted all mail for 200+ team members

Straightline Kia

Finance Manager

September 2017 – February 2018

Effectively transition customers from Sales to Finance department to effectively evaluate their financing needs

Consultative interview process by presenting a transparent menu of options and products for their new car purchase

Process financing applications to the lenders that suit their needs

Ensuring to meet all regulations and is compliant with the law

Achieving targeted sales goals

Collaborating with other managers at the dealership to continue to grow the business and meet targets

Trained sales staff to understand the finance department and helped suggest sales tips

Complied weekly reports, created cash bonuses to create a fun team environment for the sales team

ATB Financial

Coordinator – myATB Department

September 2015 – September 2017

Act as main point of contact for the ATB staff banking branch

Manage highly confidential information such as salaries, company restructuring

Create and compile documentation for new ATB Financial team members for all of Alberta

Assist Sales team by processing banking requests, discuss and process mortgage renewal options, offer banking service add on’s while uncovering future financial goals

Contact all new ATB Financial team members prior to their employment and send them a welcome package to offer banking services

Prepare weekly call lists and appointments for the Personal Banking Managers

Book and set up rooms for weekly team meeting

ATB Financial

Personal Banking Specialist

April 2012 – September 2012

Connecting with clients to discover and create their financial goals through video and/or phone conferencing

Underwriting all loan applications

Creating value for the client by showing them the benefits of ATB’s offerings in all of the departments

Branch completing loan requests, bank accounts and investments

Explaining the benefits of a loan, credit card, investments with ATB and ATBIS

Guided ATB tour groups for credit departments at the call center

Discovering clients’ financial goals and providing the best possible advice and direction

Provide mortgage, automotive loans, line of credit, credit card and over draft funding for clients as well as opening accounts and other ATB Financial products

Processing payments on land secured and non-land secured loans

Provide and process investment advice with unregistered and registered GIC’s

Trained new sales employees to understand our database and give them the techniques to help them be successful


Account Executive

August 2010 – March 2012

Sell and close financial accounts to new and existing clients in the subprime sector

Prepare and audit loan documentation and proceeds disbursement

Compiled clients’ financials, taxes, mortgage info, paystubs for financing approvals

Processing payments on land secured and non-land secured loans

Closed clients on sub-prime rates, loan insurances and payment plans

Delinquent account follow-up and set up payment arrangements with clients

Trained all new sales employees to understand our database and give them the techniques to help them be successful

Lionhart Capital Ltd./Equipment Leasing Broker

October 2006 - August 2010

Business Development Representative / Sales Manager

Assess personal needs for clients to ensure successful loans

Negotiated business loans and term sheets with clients

Delinquent account follow-up and set up payment arrangements with clients

Generated new business through prospecting clients, referrals and cold calling

Trained all new sales employees to understand our database and give them the techniques to help them be successful

Maintained current client relationships by providing timely communication and follow-up

Implemented honest business relationships with clients and co-workers

Produced and implemented monthly marketing campaigns


ATB Engagement Committee – (June 2014 to August 2015) – Organizing pot lucks for the entire Call Center, 50/50 draws, BBQ, Year end Gala’s, quarterly awards, Sports day event at Genesis, organizing meetings to create and finalize events with a small team of 4 to 6 people as well as balancing the bank account for the committee.

Calgary International Film Festival - (2012 - 2014) - Set up and take down gala’s, welcomed the general public, transporting marketing material, selling tickets and setting up red carpet and stanchions.


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