LISA GROTEN
** ******** ********, *******, ** M*P 4E6 · 416-***-****
****.********@******.***
Resourceful Senior Executive Assistant with over sixteen years’ experience providing top level support to Presidents, Partners and Directors. Focused and detail oriented, with exceptional organizational, planning and time management skills. Proficient at building and maintaining professional relationships.
EXPERIENCE
OCTOBER 2018 – SEPTEMBER 2020
MNP LLP
SENIOR ADMINISTRATIVE ASSISTANT (EXECUTIVE & PERSONAL)
Provides outstanding administrative support for multiple Partners and Professionals; ensuring timely turnarounds with adherence to strict deadlines.
Monitors and manages Outlook calendars for multiple Partners within the Real Estate & Construction Group; including arranging internal and external meetings; responding to changing priorities, coordinating meeting logistics and preparing support material.
Reviews upcoming deadlines and work requirements with Partners; to manage the flow of work i.e.) documents for approval, review and signature.
Prepares, reviews and modifies general templates, letters, reports, PowerPoint presentations, Word documents, Excel workbooks and other correspondence materials.
Formats and edits client correspondence, presentations, proposals, and reports.
Efficiently responds to Partner, client and employee inquiries in a timely manner.
Prepares and delivers client invoices and processes electronic payments.
Manages all personal and professional travel arrangements and ground logistics for Partners.
Responsible for the preparation, reconciliation and submission of expense reports (both personal and professional), for multiple Partners.
Responsible for breakfast and lunches for multiple Partners.
Responsible for maintaining various season ticket purchases and coordinating with preferred charities when tickets cannot be utilized by Partners.
Coordinates all personal appointments; dentist, doctor etc.
Coordinates all personal maintenance items i.e.) Vehicle(s), cottage and home landscaping, plumbers, electricians, architects, cleaning personnel, etc.
Responsible for event planning and organizing
AUGUST 2013 – OCTOBER 2018
GANNICOTT LIMITED
PERSONAL & EXECUTIVE ASSISTANT TO THE PRESIDENT
Manage, schedule and coordinate all personal appointments for the President and Spouse
Arrange hotel, flights and itinerary for personal travel for President and Spouse
Manage bills and credit cards, make sure they are up to date and paid in a timely manner
Provide concierge service and manage lifestyle activities
Manage contractors, trades and maintenance staff
Coordinate personal shopping for President and his family
Ensuring all significant dates and scheduled appointments are not missed
Event planning for large corporate and personal activities
Assist the President of the company in day to day operations
Maintains relationships with financial advisors and brokerage companies; while sustaining a working knowledge of stocks – both purchasing and selling.
Answer all incoming calls, stocks and open and distribute daily mail, file important documentation
Arrange travel and hotel accommodations for management and staff
Draft a variety of correspondence including quotes, emails, letters and purchase orders
Balance the monthly financial books and oversee the accounts
Coordinate and arrange international and domestic shipping of machinery and machine parts
FEBRUARY 2012 – MAY 2013
CIBC WORLD MARKETS, INC.
EXECUTIVE ASSISTANT, MINING DEPARTMENT
Primary support to Director, Executive Director and Managing Director
Provided support for the Junior Staff and Team
Arranged and coordinated complex domestic and international travel
Prepared extensive and detailed expense reports on a monthly basis
Responsible for monitoring and managing multiple calendars
Updated Quantum, Salesforce and Outlook contacts
Planned events: managed budgets, chose dates, selected and reserved venues and coordinated transportation and lodging
FEBRUARY 2011 – JANUARY 2012
ROGERS COMMUNICATIONS
EXECUTIVE ADMINISTRATIVE ASSISTANT, ENTERPRISE DATA WAREHOUSE
Provided administrative support for the Project Management Office and Communications Directors
Managed all aspects of Directors’ calendars
Scheduled resources for all meetings (international travel arrangements, lodging, meeting materials, archived presentation materials, etc.)
Processed Directors’ expenses utilizing Oracle financial tool
Responsible for onboarding over 140 staff members i.e.) laptops, PC’s and phones, etc.
Collaborated with Corporate Real Estate Team on varied premise’s issues, including floor plans
Created and maintained ‘Administrative Process Manual’ for all admin staff
Contributed to the development of PowerPoint slide decks for weekly Project Status meetings
Updated and added staff resources
Acted as SharePoint Administrator: managed user permissions, created document libraries, uploaded content to Stakeholder directories
Responsible for overseeing the Social Committee and organization of social events
NOVEMBER 2004 – FEBRUARY 2011
ROYAL COLLEGE OF DENTAL SURGEONS OF ONTARIO
ADMINISTRATIVE ASSISTANT, HEARINGS & COMPLAINTS DEPARTMENT
Provided direct support to the Manager of Complaints, Hearings and Investigations, as well as the Assistant to the Registrar
Acted as a liaison to the Discipline Committee members organizing upcoming Hearings and Pre-Hearings
Prepared all required documentation for all Hearings and Pre-Hearings and sent out to Counsel
Maintained the Hearing schedule and communicated to all appropriate staff
Directed support to the Complaints Investigator
Managed a hectic desk, in a time-sensitive environment
Prepared correspondence relating to all complaints
Acted as a liaison to the Professional Liability Department
Received all dental records and itemized all material, including models
EDUCATION
JUNE 1994
LEGAL SECRETARY, success business college
Graduated with Honours
SKILLS
Advanced Word
Advanced Excel
Advanced Outlook
Advanced Powerpoint
Event Planning
Complex Travel Arrangements
Dicta Typing
Vendor Management
REFERENCES
Available upon request.