Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Ben Kavanagh

Kildare,Ireland

Summary

Motivated professional with experience offering office support in the finance industry. Energetic and reputable individual possessing strong work ethic, professional demeanor and superb initiative. Exceptional customer service and decision-making skills. Specialist confident in leading team members, managing schedules and coordinating resources. Keeps projects on-track with decisive supervision and quick problem-solving.

Overview

7
7
years of professional experience

Work History

INVESTMENT ADMINISTRATIVE ASSISTANT

PenderFund Capital Management
10.2022 - 08.2024
  • Provide administrative support to a team of 27 people while working with other departments
  • Create meetings and materials for weekly meetings, monthly organizational updates, provide note taking and technology assistance within the meetings, including creating of agendas, recording of meeting, maintain records of meetings
  • Organize travel for staff engaging in marketing trips and attending conferences using systems such as Corporate Traveler
  • Plan and run team building activities from monthly team lunches to expeditions during townhall events, including selection of activities, budget monitoring
  • Create, manage, and execute conferences and corporate events both internally (Townhall's, Christmas Events) and externally (CEO Conferences)
  • This includes all aspects such as venue selection, booking speakers, budget control, technology set-up, on day running of the event and more
  • Design and update PowerPoint presentations for client meetings and for internal staff updates using Excel, PowerPoint, Mekko Graphics and internal data from Fund Fact Sheets and other sources
  • Create and file expense reports via Certify for all members of the team.

ADMINISTRATIVE ASSISTANT

Canaccord Genuity
09.2021 - 10.2022
  • Provide detailed oriented administrative support for our small team of 4
  • Developed administrative processes to achieve organizational objectives and improve office efficiency
  • Ensure Investment Advisors day runs smoothly and efficiently
  • Organise and confirm meetings with clients, prospective clients and industry insiders, keeping the Outlook calendar accurate and up to date
  • Respond to calls and emails from high net worth clients regarding their accounts and other queries they may have quickly and effectively
  • Create mass email correspondence using Salesforce for clients such as newsletters, research and updates on the industry
  • Create, proofread and edit outgoing social media content
  • Compile data and research from various sources to stay on top of moving trends
  • Proactively prepare and mail KYC and other documents for clients
  • Use Dataphile, Excel, Word and Outlook on a daily basis
  • Maintain electronic and physical filling of documents.

OFFICE SERVICES ADMINISTRATOR

Canaccord Genuity
07.2019 - 09.2021
  • Processing and distributing mail to the relative departments
  • Using Canada Post and FedEx Manager programs for interoffice, domestic and international mailings on a daily basis
  • Managing invoices from a number of vendors, creating Excel sheets and pivot tables to monitor charges whilst using Concur to process finished invoices for payment
  • Accurately track details of any incoming cheques, share certificates and couriers using Excel
  • Answering inbound calls and emails, responding in a timely fashion to brokers for courier requests, pricing of materials and general queries
  • Ordering stationery and mailing materials whilst managing current stock
  • Currently mentoring and guiding a new member of the team during their probation period (6 months) to bring them to up to our departmental standards
  • On occasions, tend to any hospitality needs such as greeting clients, organising meetings, ordering catering and other supplies
  • Joined the Joint Health and Safety committee in 2021
  • Completed JHSC course.

CONCIERGE BUY SUPPORT

eBay
02.2018 - 04.2019
  • Promoted to case manage top end buyers with high GMB due to consistent high performance in less than 12 months
  • Managing accounts personally to ensure all issues were resolved, reaching out and solving problems with companies directly, organising calendar for follow ups and meetings
  • Continued to provide top quality customer support over phone, email and live webchats
  • Worked with Excel, Word and PowerPoint to create actions plans for myself and other teammates, broke down statistics to improve personal and team stats, created materials on best practices with the business, tracking site issues to resolve them quickly
  • Continued to mentor and manage new employees whilst managing my own work load
  • Apart of a small team project to revamp eBay's online help pages for ease of the customer.

CUSTOMER SUPPORT

EBay
03.2017 - 02.2018
  • High level of customer support
  • Answered calls, emails and live webchats to support customers with technical queries, site issues and other problems
  • Helping sellers grow their online business to maximise profits and advising on how to handle disputes and cases with their buyers
  • Working as part of a team to achieve company goals and reaching customer statistics such as Ncsat
  • Targeted as a high performer and enlisted as part of the Promote Your Listings project
  • Mentored and managed new teammates in a variety of departments
  • Organised team huddles, meetings and learning materials
  • Assessed their contacts to ensure quality of service whilst giving peer to peer feedback during nesting.

Education

Certified Associate in Project Management (CAPM) -

PMI
Vancouver, BC
04.2024

Canadian Securities Course -

CSC
Vancouver, BC
06.2022

Bachelor of Arts Journalism -

Dublin Business School
Dublin, Ireland
06.2011

Skills

  • Proposal Writing
  • Records Management Systems
  • Sensitive Material Handling
  • Meeting Planning
  • Data Entry Documentation
  • Planning and Organization
  • Ease with Computers and Technology
  • Verbal and Written Communication
  • Microsoft Office
  • Research and Analytical Skills
  • Excel Spreadsheets
  • Database Management
  • Event Planning
  • Project Management

References

References available upon request.

Timeline

INVESTMENT ADMINISTRATIVE ASSISTANT

PenderFund Capital Management
10.2022 - 08.2024

ADMINISTRATIVE ASSISTANT

Canaccord Genuity
09.2021 - 10.2022

OFFICE SERVICES ADMINISTRATOR

Canaccord Genuity
07.2019 - 09.2021

CONCIERGE BUY SUPPORT

eBay
02.2018 - 04.2019

CUSTOMER SUPPORT

EBay
03.2017 - 02.2018

Certified Associate in Project Management (CAPM) -

PMI

Canadian Securities Course -

CSC

Bachelor of Arts Journalism -

Dublin Business School

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Ben Kavanagh