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Assistant General Manager

Location:
Calgary, AB, Canada
Posted:
May 23, 2021

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Resume:

COACHING INSTITUTE

LIVING SENSE

Certificate

Integral Coach

With this certificate we confirm professional, social, personal and methodological competence in accordance with Swiss quality criteria in the professional position of Integral Coach. This certificate entitles its holder to use the legally protected title of certified "Integral Coach living sense".

Natascha Haas

born 28.08.1985

The training and verification of competences took place according to prevailing guidelines of the International Coaching Institute (ICI) and were documented under the international recognition of skills qualifications in "Advanced Fundamental Coaching Skills ICI". This certificate confirms that 13.5 ETCS points were earned. Course duration 185 hours:

In-class instruction 100 hours / independent study 85 hours Integral coaching 120 lessons (50 min.) / 100 hours in-class instruction Guided independent study incl. instructed and verified reflections 85 hours Beginning of training: 27.08.2016

End of training: 19.03.2017

School Management

Julia Cattai

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Coach Master Trainer ICI

Teaching Coach ECA

Examination Committee

Nicolaj Kümin

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Dipl. Master Coach

Tax Consultancy

Trusteeship and Auditing

Business Consulting

Succession Planning

WECHSLER & PARTNER

EMPLOYMENT REFERENCE

We are pleased to confirm that

Mrs Natascha Haas, born 28 August 1985, of Buochs/ NW, was employed in our business consulting, trusteeship, audit and tax consulting firm from 15 August 2018 to 31 March 2020 as a sales and personnel manager and project manager in digitalisation projects on a 60%- time basis as a member of the administration, working at Küssnacht am Rigi. Her responsibilities included inter alia the following:

Responsibility for internal digitalisation projects: introducing and restructuring of internal work processes and establishing those processes in digital form (from mail receipt to invoicing); digitalising and implementing filing structure, coordination of the project

(meetings, development of information and specifications, internal communication), decisions and internal training.

Assistance in design and training for client digitalisation projects: project coordination

(meetings, development of information and specifications, internal communication), involvement in designing procedures and introduction processes, step-by-step training of employees.

Chief of Personnel Management: responsibility for all technical and professional employees, redesign of internal processes and employee discussions, hiring and dismissal, support for personnel planning and for matters related to labour legislation, preparation of employment references, overall personnel administration (other than payroll and social insurance).

In charge of invoicing: reorganisation and implementation of new invoicing processes, training employees, responsibility for corresponding implementation with appropriate quality.

In charge of sales: support for department managers in sales activities; assistance in designing new offers for clients.

Assistance in preparing tax declarations for legal entities.

Assistance in minor accounting.

Preparation of VAT statements.

For rational performance of these tasks, Mrs Haas had the following IT/Citrix environment at her disposal: Microsoft Office 365 Business, Sage 50 Extra SME accounting package, and Dr. Tax and Taxware, as well as Vertec-CRM with performance recording and invoicing, Kendox InfoShare and MobileWebClient for digital processes, and the digital filing system. Natascha Haas possesses practical and up-to-date technical knowledge in her area of employment. She performed her assignments independently, efficiently and to our complete satisfaction. We would particularly like to stress her IT skills and her organisational talent. Wechsler & Partner

Unternehmensberatung AG

Grepperstrasse 458

Morgartenstrasse 9

CH-6403 Küssnacht (SZ)

CH-6003 Lucerne

Tel +41 (0-41-854-**-**

Tel +41 (0-41-854-**-**

admnmn@r.postjobfree.com

www.wechsler-partner.com

Member EXPERTsuisse

Member TREUHAND SUISSE

Thanks to her great readiness to learn and to work, Mrs Haas was able to adjust quickly to new areas of work and accordingly meet the individual needs of clients and of her employer. With her organisational talent, Mrs Haas was able to perform positively even in demanding times of heavy workload, while always remaining calm and keeping a sense of perspective. Mrs Haas is a receptive, loyal, open-minded and solution-oriented person. Her conduct towards clients, supervisors and co-workers was at all times impeccable. We have come to know her as a trustworthy, honest, self-assured and helpful employee. Mrs Haas actively supported our younger specialists in their development. Mrs Haas is leaving us at her own request in order to accept a new challenge, which we greatly regret. We would like to thank her most sincerely for her contribution to our company and wish her all the best in her future career and private life. Küssnacht, 31 March 2020

Wechsler & Partner

Unternehmensberatung AG

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Beat Wechsler

dipl. Trust Expert

Board Member and Executive Partner

RAIFFEISEN

Raiffeisenbank Oberfreiamt Cooperative with branch offices in Abtwil, Dietwil and Sins Raiffeisenbank Oberfreiamt

Poststrasse 2

5630 Muri

Telephone 056-***-**-**

UID CHE-105.778.685

www.raiffeisen.ch/oberfreiamt

Employment Reference

Mrs Natascha Haas,

born 28 August 1985, of Buochs NW,

has been employed at the Raiffeisenbank Oberfreiamt since 15 May 2012. For the periods from 15 May 2012 to 31 January 2014 and from 1 February 2014 to 21 January 2018, please see the interim references issued. From 1 March 2014 she has been employed on an 80% basis as the head of client counselling, and since 27 April 2015 she has been working on a 60% basis.

Her main responsibilities included inter alia:

- technical and disciplinary management of client counselling with 10 employees in the branch offices of Muri, Sins, Dietwil and Abtwil, and training of apprentices in that area

- identification and systematic promotion of high-potential employees, support of employees in technical and personal development, training of employees in cross-selling

- coordination of personnel assignments in the four branch offices

- assistance in handling a team-client portfolio, as well as handling, counselling and expanding her own client portfolio (ca. 60 clients)

- competent counselling and needs-based sales of basic services in the area of pay and save, as well as ensuring simple, standardised counselling in the field of investments and pensions, taking into account the strategic and regulatory targets and goals of the Raiffeisenbank Oberfreiamt

We have come to know Natascha Haas as a flexible, extremely hard-working and committed employee with the ability to understand things quickly. She possesses solid and extensive technical knowledge and was thoroughly familiar with banking products. In addition, she was able to accurately judge clients' desires and counsel them according to their needs. She always approached her tasks in a results-oriented manner and performed them independently, efficiently and accurately. We would particularly like to stress her good knowledge of investments, her extremely structured manner of proceeding in handling the merger with the Abtwil branch office, as well as the acceptance and implementation of her proposal to reorganise the sales department in the area of client counselling. Natascha Haas consistently met the high demands of this management position both quantitatively and qualitatively to our complete satisfaction. She managed the 10 employees subordinate to her competently and cultivated a cooperative management style. With her training as an Integral Coach, which she completed while working, she used her high social competence in practice and thereby made a lasting contribution to efficient and success- oriented teamwork.

RAIFFEISEN

Raiffeisenbank Oberfreiamt Cooperative with branch offices in Abtwil, Dietwil and Sins Natascha Haas's open, cheerful, friendly and extremely helpful manner was recognised and valued by all. She has excellent manners, displayed a strong team spirit, and her behaviour towards co-workers and supervisors has always been cooperative, loyal and impeccable. For our clients she was a competent and service-oriented contact person. Natascha Haas is leaving the Raiffeisenbank Oberfreiamt in connection with her forthcoming maternity and the reorganisation of the customer service area. We take this opportunity to thank her for her commitment and the pleasure of working with her, and we wish her success and all the best in her future endeavours.

Muri, 29 March 2018

Raiffeisenbank Oberfreiamt

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Marc Jordan Guido Gschwind

Chairman, Bank Administration Member, Bank Administration Julius Bär

Reference

Mrs Natascha Vucic

born 28 August 1985, of Buochs NW, began work at the bank of Julius Bär & Co. AG on 1 December 2008.

Mrs Vucic worked as an assistant in the Region 3 Division, Market Central Switzerland, Team Lucerne 2, and had the following responsibilities:

Support of two client counsellors for all matters of client counselling and assistance

Contact with clients by telephone; answering or referring clients' questions

Preparation of and subsequent work on visits by clients

Independent performance of client orders such as stock market and currency transactions and opening of accounts and custody accounts

Independent cash desk service with in- and out-payments, exchange transactions, issuing cheques, ordering money and cashing up

Mrs Vucic possesses good knowledge in the area of investments and banking in general. She had an outstandingly independent and reliable manner of working. We would particularly like to stress her quick understanding, with which she always recognised connections and acted accordingly. She always performed her tasks carefully and on time, and she always performed well even under a heavy workload. We have come to know Mrs Vucic as a very receptive, motivated and cheerful employee who, with her willingness to help, made a significant contribution to maintaining a good team spirit. In hectic situations she was always ready to make an extra effort. Her conduct towards supervisors, co-workers and clients was always friendly, polite and impeccable.

Mrs Vucic is leaving us as of 30 November at her own request. She will continue to be involved in banking, the stock market and business secrecy. We thank her for her commitment and wish her success and all the best in her future endeavours. Bank Julius Bär & Co. AG

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Jürg Haverkamp Marc Bolli

Lucerne, 30 November 2009 / ksc

Bank Julius Bär & Co. AG

Schwanenplatz 2, P.O. Box, CH-6002 Lucerne, Telephone +41 (0-58-889-****, Telefax +41 (0-58-889-****, www.juliusbaer.com UBS AG

P.O. Box, 8098 Zurich

Tel. +41-44-234-**-**

00288259

Zurich, 30 November 2008

Reference

Mrs Natascha Vucic of Buochs/NW, born 28 August 1985, began working for UBS on 1 March 2006.

As a trainee, on 31 August 2007 she completed the UBS Allround Internship in Global Wealth Management & Business Banking in Lucerne. That banking and financial training for secondary school graduates gave her an extensive insight into the business areas of Corpo- rate Clients, Wealth Management and Private Clients Basic. Practical employment in these areas gave her an opportunity to familiarise herself with the conditions and procedures of the individual sectors.

For details up to 31 August 2007, please see the separate reference issued for that period. After successfully completing her internship, on 1 September 2007 Natascha Vucic moved within Global Wealth Management & Business Banking in Zurich to the Germany Decentral Market Development team, where she worked as a Wealth Management Support employee. On 1 March 2008 Natascha Vucic joined the High Net Worth Germany team in Lucerne, where in the same position she was responsible for

Supporting the client counsellor, written and telephone contact with clients, in part inde- pendent receipt of clients.

Providing product and market documentation.

Representing the client counsellor during absences.

Processing and monitoring of orders (stock market, fiduciary deposits, subscriptions), as well as daily cash management and independent performance of all client-related as- signments. Monitoring of client portfolios as regards pending stock market and currency transactions, repayments and Corporate Action.

Various administrative tasks, preparing reports, reviewing lists. We have come to know Natascha Vucic as an interested and motivated employee who is eager to learn. She is hard-working, eager to learn and very interested. Her manner of work- ing was consistent and independent. We would particularly stress her good organisational abilities. Natascha Vucic performed her duties carefully and very conscientiously. Her per- formance was always good in both quantitative and qualitative terms, which we greatly ap- preciated. Her clients appreciated her competent advice and her good technical knowledge in the area of her activity.

UBS AG

P.O. Box, 8098 Zurich

Tel. +41-44-234-**-**

00288259

Natascha Vucic made a good impression with her pleasant manner, her confident and ap- pealing conduct, and her willingness to help. Clients, supervisors and co-workers greatly val- ued her friendly and proactive manner.

To our regret, Natascha Vucic is leaving us today at her own request. We thank her for her valuable contribution and wish her success and all the best in her future endeavours. UBS AG

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Sabine Häusler Romana Fink

Associate Director Associate Director



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