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Executive Assistant Administrative

Location:
Toronto, Ontario, Canada
Posted:
November 06, 2019

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Resume:

AGNES E. POLAK

** ***** ****** / ***** *, Etobicoke, Ontario M8Z 1H4

Tel: 416-***-**** Email: adarzg@r.postjobfree.com

Main Attributes

Proven ability to work effectively in a highly charged, fast paced environment

Ability to multi-task and appropriately prioritize work

Extensive experience in working in capital markets and investment banking

Ability to diffuse difficult situations through a calm and professional approach

Sound judgement in recognizing scope of authority and protecting confidential information

Strong interpersonal skills

Results oriented

Well versed in Microsoft Office suite of products, SAP and Lotus Notes

Barclays Capital Canada, Toronto May 2010 – May 2018

Executive Assistant

Selected Responsibilities:

Provide administrative support to the Partners and Managing Directors, as well as a team of analysts

Manage day to day activities, including organizing key meetings with international participants

Event planning and organizing

Undertake special organizational and research projects, create pitch books

Prepare itineraries and organizing all aspects of travel

Prepare monthly expense reports on the SAP system for the whole team

IBM Canada, Toronto Feb 2009 – Dec 2009

Project Coordinator

Selected Responsibilities:

Create and maintain hardware billing and inventory for the Loblaws Canada Accounts

Ensure accuracy of information and investigate/explain discrepancies

ONCAP Management Partners, Toronto May 2008 – Jan 2009

Executive Assistant

Selected Responsibilities:

Provide administrative support for the Partners and Associates

Compose and/or edit a variety of documents, including highly confidential correspondence, memoranda, contracts and proposals

Event planning and organization

Special organizational and research projects as directed.

Prepare itineraries and organizing all aspects of travel

Catlin Canada, Toronto January 2008 – February 2008 Administrative Assistant

Risk Management & Claims - Temporary Assignment

Selected Responsibilities:

Assist in Policy Production

Update Property, Liability Insurance Policies and upload to mainframe

The Bank of Nova Scotia/ScotiaCapital Inc., Toronto October 2003 – September 2006

Equity Administration Associate

Institutional Equity Sales and Trading

Selected Responsibilities and Accomplishments:

Assisted the Institutional Sales and Trading team in their day to day operations to ensure smooth administrative running of the trading room which, in turn, resulted in minimizing the costs associated with errors and oversights

Helped create the “Weekly Edge” a newsletter aimed at clients, containing the latest research, analyst marketing schedules and the investment stories

Maintained direct personal contact with the respective companies (CEO level) to obtain accurate corporate information to be included in the publishing of this newsletter

Organized the daily video conference call linking all equity traders and analysts across Canada and the US. Emphasis on timely and accurate establishment of communication and follow up. Efficient organization of these conference calls enabled traders and analysts to strategize on daily trading activities, thereby maximizing revenue generation for the Bank

Public Relations activities: organized various external public relations activities, including the annual charity trading day “Invest in Kids” aimed at financially supporting a major children’s charity. This was of benefit not only to the charity itself but also helped to improve and maintain the Bank’s external image

HR administration: activities centered around accurate record keeping of personnel activities from a security perspective (passcards, codes, access rights, time keeping, etc.)

The Bank of Nova Scotia/ScotiaMcLeod, Toronto September 1999 – October 2003

Administrative Assistant

Selected Responsibilities:

Organized and updated all client files in terms of risk tolerance and investment objectives for clients, thus fulfilling the Bank’s fiduciary role vis a vis their clients and mitigating potential liability for the Bank

Maintained highly accurate and timely records of all trades and other related client transactions

Updated all accounts and implemented new fee schedules/structures as and when required

Daily and weekly monitoring of accounts to ensure correctness and accuracy of all fee calculations, account movements, dividend payouts

The Bank of Nova Scotia/Domestic Banking Division February 1995 – April 1998

Customer Service Representative

Developed and maintained relationships with retail customers

Develop indepth knowledge of all retail products

Cross sold products from other parts of the Bank, such as mortgages, investment accounts and credit products

Education: - George Brown College – completed one year of General Arts and Sciences

- Word and Excel, Lotus Notes, SAP courses and practical experience

Languages: English and Polish

References:

Dimitar Shapov

adarzg@r.postjobfree.com

416-***-****

Richard Burton-Williams

adarzg@r.postjobfree.com

647-***-****

David Scudellari

adarzg@r.postjobfree.com

516-***-****



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