Executive Assistant Administrative
Resume:
AGNES E. POLAK
** ***** ****** / ***** *, Etobicoke, Ontario M8Z 1H4
Tel: 416-***-**** Email: ********@******.***
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
*******@*************.***
Richard Burton-Williams
*******@**********.***
David Scudellari
************@*********.***
Contact this candidate