Senior Executive Assistant

GISELA MORGAN

#*** – **** Gladwin Road, Abbotsford, B.C. V2T 0G2

Tel#: 236-***-****

Email: ******.*********@*****.***

LANGUAGES: ENGLISH, GERMAN, SPANISH, ITALIAN, FRENCH EMPLOYMENT

VANCOUVER COASTAL HEALTH

October 2022 – Present

EXECUTIVE ASSISTANT TO VCH EXECUTIVE AND BOARD OF DIRECTORS _

Responsibilities and Core Functions:

Supports the Senior Executive Team, assisting with the coordination of various corporate initiatives as well as providing overall Board support including:

Lead role in organizing weekly Senior Executive Team meetings including preparation and distribution of meeting notices, agenda preparation, materials, compiling/transcribing/distribution of minutes and action items and follow up of action items

Provides confidential, effective/efficient support to the Senior Executive Team including the office of the Chief Financial Officer

Analyzes and distributes incoming emails, reports and submissions

Organizes/prioritizes work, attention to detail, effective time management

Proficient with SharePoint, Office Suite, Zoom, Teams

Manages and maintains calendars/schedules

Preparation of presentations, reports, memos, letters

Overall support in a rapidly evolving workplace dealing with constant change

WATERFRONT EMPLOYERS OF BRITISH COLUMBIA

(WEBC is a 3rd Party Administrator to the British Columbia Maritime Employers Association (BCMEA) - providing Benefits to both Longshore and Foremen union members)

March 2017 – October 2022

BOARD & TRUST SECRETARIAT

Responsibilities and Core Functions:

Confidential Executive-level support to WEBC’s General Manager, the WEBC Board, and the Trustees of the International Longshore Workers Union (ILWU), Waterfront Foremen’s (WFWP) Health and Welfare Plans, Employee Life & Health Trusts as well as the Waterfront Industry Pension Plan and Waterfront Foremen’s Pension Plan through the provision of a full range of organizational support and services including:

Served as the executive arm to the Union and Employer Trustees and the WEBC Board facilitating smooth transaction of business

Ensured regulatory and policy compliance

Stakeholder Relations: liaison with actuaries, auditors, investment managers and monitors

Pivotal Senior Lead role in organizing the work of the Boards of Trustees through process management including preparation and distribution of meeting notices, logistics (including coordination of presenters), materials, minutes as well as documenting/monitoring and tracking of action items

Records Management: Accurate, secure and effective document management ensuring Trust records of truth are maintained and available to all Trustees within an up-to-date and secure online portal

Composed letters/correspondence, reports, presentations

Union member appeal administration

Assisted in the coordination of projects, maintaining policies and procedures

Provided monthly Financial Statements to the Trustees within the following calendar month

Development and research of methods for enhanced and improved governance and any other requests from the Board

Facilitated orientation of new Directors

Coordinated the transfer of all Board members to a paperless environment through the application of new technology

AMICA AT EDGEMONT VILLAGE

November 2016 – April 2017 (Contract)

Move In Coordinator

Responsibilities and Core Functions:

Integral to the Opening of this new Seniors Living Retirement Community, working closely with team and family members to ensure a smooth transition for residents moving from their homes into the community. Fine attention to quality service, the needs of each client and their family and represented the brand as follows:

Managed the move in process;

Assisted in organizing the VIP, Corporate and Opening Events;

Built relationships with Senior residents and their families;

Managed/maintained assessment, sales and move in stats/reports in Excel on a daily basis.

INVESTX CAPITAL LTD.

October 2015 – July 2016 (Contract)

Corporate Compliance Assistant, Consultant

Responsibilities and Core Functions:

Managed investor documentation collection, tracking, filing, and delivery; utilizing internal client management system (CMS) in coordination with Client Relations Representative and Dealing Representatives. Liaised with General Counsel and external corporate counsel to coordinate closings, including:

Limited partnership (LP) organization and extra-provincial registration;

Preparation and delivery of client investment confirmation statements and LP Unit certificates; and

Preparation and filing of CDN / US regulatory filings; accessing external website portals of various regulatory bodies and other sources as required.

Prepared first draft of corporate, financial, and investment agreements from existing templates/precedents. Upload and formatting of investment documentation to CMS and client account portals. Maintained detailed documents and filing system.

ROYAL LEPAGE SUSSEX /ROYAL LEPAGE NORTHSHORE

April 2008 – April 2014 and November 2015 – October 2017

Licensed Real Estate Professional – Residential / Commercial Sales

Responsibilities and Core Functions:

Provided assistance/service to clients in the purchase and/or sale of property through comparative market analysis, preparation and interpretation of legal contracts, and follow through to ensure the success of each contract/transaction working with bankers, brokers, lawyers and internal partners. Strong marketing skills/strategic thinker. Worked to increase business through lead creation and exceptional maintenance of client relationships. Setting goals and preparing sales reports, a weekly activity, and use of the Buffini method to track activities.

AMICA MATURE LIFESTYLES INC. – NOVEMBER 2009 – MAY 2013

Executive Administrator/Events Coordinator

Responsibilities and Core Functions:

Luxury retirement living market - worked in a varied capacity in Operations making a difference in residents’ lives with the Departmental Managers of Design and Construction, Wellness & Vitality as well as Safety and Building Systems, ensuring execution of program plans and business strategies. Duties included working closely with the Chief Operating Officer regarding resident relations, energy tracking for 22 Communities to realize potential savings, organizing resident council conferences and reconciling the Fixed Assets monthly GL report. Coordinator for Amica Helping Hands charity/Gala events and Amica’s Uniform Program.

UNIVERSITY OF BRITISH COLUMBIA – AUGUST 2007 – May 2009

Staff Finders – (Contract)

Responsibilities and Core Functions:

Placements throughout the University Campus utilizing my extensive administrative background. Human Resources, Go Global International House, Civil Engineering, UBCBotanicalGardens.

NALLEY’S CANADA LTD. – NOVEMBER 2004 – MAY 2006

Customer Service Specialist

Responsibilities and Core Functions:

Ensured exceptional service representing a National potato chip company. Quality assurance for production, packaging, shipping and customer satisfaction covering all bases to ensure overall outstanding product and service. Reports calibrated daily to monitor shipments. Responsible for all invoicing.

Corresponded with manufacturing/packaging plants when necessary.

Problem solving and attention to detail both vital to this position. Order processing via Electronic Data Input, month end runs completed to compile pivot table sales reports producing sales dollar statistics for the President and CEO and our sales team. Worked independently to assure smooth operational procedures were followed and established goals were met. Proficient in MS Word, Excel, and Internet based programs. Full knowledge of all professional business practices.

R478 ENTERPRISES LTD./THE VERVE COFFEE HOUSE NOVEMBER 2002 – JUNE 2004

Owner/Proprietor

Responsibilities and Core Functions:

Managed and looked after all aspects of working and owning a well-established, successful business including preparing proposals/accounting and bookkeeping/hiring, training and managing staff, inventory control, customer services, payroll, schedule planning, travel, fulfilling email orders, arranging live entertainment and art exhibits/openings, keeping on top of the market to remain competitive

JOBSWORK INC. – AUGUST 2001 – AUGUST 2002

Employment Research Consultant

Responsibilities and Core Functions:

Worked from home office on contract for a gentleman contracted by ICBC/WCB. Looked after all footwork – i.e. client profile provided for an individual who sustained disabling injuries due to a traffic accident - assigned to find them employment once they were ready to re-enter the workforce. All research/assignments completed via internet/email/telephone.

UNITED FLOWER GROWERS – JUNE 1999 – JUNE 2001

Accounts Receivable

Responsibilities and Core Functions:

Enforced Accounts Receivable policy ensuring client accounts were paid in full, counted cash at auction close, processed customer orders/payments, generated daily/weekly statistical reports, reported directly to the general manager regarding client accounts, processed credit applications, enforced collections procedures when necessary, computer data entry of product sold at auction, telephoned clients to discuss their account in confidence/problem solving.

GOLD’S GYM – OCTOBER 1997 TO JULY 1999

Administrative Manager

Responsibilities and Core Functions:

Maintained Club’s operational needs by scheduling/assigning employees. Recruited, selected, evaluated front desk staff; assisting when necessary to ensure quality service techniques were being used. Resolved customer complaints and concerns through problem solving. Controlled bad debt files, sent correspondence to clients, collected on accounts with outstanding debts. Maintained rapport with Credit Bureau of Vancouver. Maintained day to day operations by initiating, coordinating and enforcing operational policies and procedures. Assisted members/employees by answering questions, providing information and implementing club policies and procedures where necessary. Worked with community fundraising events with donations of Monthly Passes for prize draws. Worked as a team player to strengthen Club operations. Maintained customer accounts receivable and payable, auditing membership agreements, computer data entry. Processed holds, activations, cancellations. Maintained file communications regarding staff and members. Interviewed prospective employees to determine suitability for front desk reception. Liaised with sales staff assisting where necessary to ensure smooth sales transactions fornew or existing members. Developed new ideas to improve Club operations. Assisted indaily management of Childminding Centre ensuring a fun and safe environment for member dependants.

DOUGLAS COLLEGE – JUNE 1992 TO OCTOBER 1997

Executive Assistant

Responsibilities and Core Functions:

Processed criminal record checks, organized and took minutes at student appeal hearings and committee meetings, maintained schedules for Registrar &Manager, responsible for calendar mail lists and distributions, articulated courses for transfer guide, processed petitions (problem solving), responsible for course calendar layout and production, data entry, filing, maintaining statistical reports, submission of requisitions for supplies and services, dealing with students, faculty, staff regularly, as well as associated administrative duties.

Personal Accomplishments:

METROTOWN RUNNING CLUB c/o BURNABY PARKS & RECREATION/BONSOR RECREATION CENTRE –

Running Coach

Responsibilities and accomplishments:

Trained athletes at all levels for recreational and competitive purposes 3-5 day/week. Responsible for all administrative duties necessary to run the club, and author of the Metrotown Running Club Newsletter.

INTERESTS: Current Affairs/Economics, Health/fitness/sports, the outdoors (hiking, biking, running), music, meeting newpeople.

EDUCATION:

CEBS – Certified Benefits Specialist Program (RPA 1 & 2) (2020)

UBC Sauder School of Business – Urban Land Economics Program Courses (2015) Assist – Suicide Prevention Training (2015)

Landmark Forum Education (2015)

Seniors Real Estate Specialist designation(SRES)(2012);

UBC Sauder School of Business - Real Estate Licensing Program (2007); Level III Coaching Certification / CPR C - First Aid

Graduate - Queen Elisabeth Sr. Secondary (1987)

Completed courses on “Customer Service” and “How to Handle Difficult People”

Note: With a growth mindset, am always interested in workshops/seminars/courses to learn/improve myself.

REFERENCES: Available upon request.

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