Nelia Duarte
Calgary,AB
Summary
Strategic thinker and tactical decision-maker with passion for serving Clients, team members and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Project Manager
ATB Advisory Services
04.2024 - Current
- Manage projects by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Established effective communication among team members for enhanced collaboration and successful project completion.
Manager Strategic Initiatives and Project Manager
ATB Wealth
09.2022 - 04.2024
- Streamlined Quarterly Reporting: Coordinated and optimized the quarterly reporting process for both ATB Wealth Securities and ATBIM, ensuring accuracy, efficiency, and timely delivery
- Championed Client-Centric Growth: Spearheaded the Client Obsession Growth program for Wealth advisors, driving adoption of client-centric practices and fostering a culture of exceptional client service
- Orchestrated Engaging Leadership Events: Executed all aspects of the WSLT and Wealth retreats, including agenda development, content curation, and pre-read materials, fostering collaboration and strategic alignment among leadership teams.
Manager, Operation and Coordination
ATB Financial
10.2006 - 09.2022
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Managed budgets, and event itineraries improve productivity initiatives.
- Compared vendor prices and negotiated for optimal savings.
- Arrange corporate and office conferences for ATB
- Prepared meeting materials and took clear notes to distribute to stakeholders.
- Initiated timely project management within budget constraints for multi-faceted problems concerning executive leaders.
- Assisted with the 10 Year Strategy planning progress and annual Business Plan
Education
Project Management
SAIT- Southern Alberta Institute of Technology
Calgary, AB02-2024
High School Diploma -
Caledonia Secondary School
Terrace, BC06.1991
Skills
- Managing Strategy
- Project Management
- Corporate Social Responsibility
- Administration and Reporting
- Contract Development and Management
- Invoice Reconciliation
- Organizational Skills
- Client-obsessed values
- Relationship building
- Collaborating and Connecting
- Managing Files and Records
Certification
- Basic Business Writing Level 1
- Governance 101: Boardroom and Governance Essentials
- PMP Basic Level 1 SAIT
- Communication Skills for Administrative Professionals SAIT
- Time Management SAIT
- Event Planning Basic Level 1 SAIT
Contact
Calgary, AB T3M0J2
Education
Terrace, BC
Languages
Portuguese
Native or Bilingual
Timeline
Project Manager
ATB Advisory Services
04.2024 - Current
Manager Strategic Initiatives and Project Manager
ATB Wealth
09.2022 - 04.2024
Manager, Operation and Coordination
ATB Financial
10.2006 - 09.2022
Project Management
SAIT- Southern Alberta Institute of Technology
High School Diploma -
Caledonia Secondary School
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