Summary
Overview
Work History
Education
Skills
Languages
Volunteer Experience
Timeline
Generic

Beverly Fortner

Oakville,ON

Summary

Senior Executive Assistant with many years of experience in strategic planning, operational, and administrative requirements. Results-driven and hardworking with skill and resilience to achieve daily operational goals. Focused on maximizing executive productivity by providing exceptional service and coordinating team activities.

Overview

30
30
years of professional experience

Work History

EXECUTIVE ASSISTANT & BOARD COORDINATOR

OAKVILLE & MILTON HUMANE SOCIETY
Oakville, ON
04.2023 - Current
  • Assist the Executive Director in all aspects of day-to-day administrative activities, including calendar management, producing reports, briefs, emails, memos, and managing expenses.
  • Prepared agendas for leadership meetings, board meetings, and events with key external stakeholders.
  • Led complex projects and initiatives, including the decommissioning of a pet cemetery. Acted as a liaison between the executives and internal and external stakeholders to facilitate communication flow.
  • Assess operational processes for improvement and ensure IT policy compliance, as the primary contact for IT support and managing legal agreements and compliance requirements.
  • Act as a liaison between the Board and ED to ensure filings were complete, bylaws were followed, and the Board had access to required documentation, including creating an electronic Board Toolkit.
  • Support special events, including AGM, off-site leadership meetings, and employee recognition events.

PROGRAM COORDINATOR

THE TALENT COMPANY
06.2021 - 09.2022
  • Managed the delivery of team effectiveness and leadership programs, including the setup and production of virtual events, and coordination of in-person sessions.
  • Spearheaded the selection and implementation of a project management software (Monday.com)
  • Developed an onboarding strategy for executive coaches and facilitators.
  • Conducted research into best practices for program delivery, including methods for increasing efficiency and effectiveness.
  • Provided logistical, administrative, and coordination support for both virtual and in-person events, workshops, and meetings, including troubleshooting technology issues.

SUPPLY ADMINISTRATIVE ASSISTANT

HALTON DISTRICT SCHOOL BOARD
01.2020 - 01.2021
  • Served as the primary point of contact for staff, parents, and students, handling inquiries with professionalism and efficiency.
  • Maintained accurate student and staff records, ensuring compliance with privacy policies and organizational standards.
  • Utilized Google Suite to create, format, and maintain a variety of documents, including spreadsheets, reports, and correspondence.
  • Supported the implementation of school policies and procedures, helping to maintain an organized and productive office environment.
  • Responded effectively to sensitive inquiries or complaints.

DOCUMENT CONTROL SPECIALIST/TEAM LEAD

WILMINGTON TRUST
Buffalo, USA
01.2017 - 01.2018
  • Led a team in full-cycle document review, including intake, review, and archiving of non-agency loans.
  • Reviewed and verified non-agency documents for format and completeness with a 99% accuracy rate.
  • Created training materials to document the review process, providing guidance and training for staff to ensure the consistent review of loan documents using internal systems.
  • Assisted with the development of new documentation systems, processes, and templates.

CO-FOUNDER

TUK TEA COMPANY LLC
Buffalo, USA
01.2016 - 01.2018
  • Negotiated contracts based on a percentage of revenue vs. a flat fee, resulting in a cost savings of 20% annually.
  • Managed all back-office functions, including accounting and administration.
  • Created and maintained corporate website, marketing materials, and social media accounts.
  • Established relationships with key customers, vendors, and partners.
  • Identified areas of improvement in processes related to operations and sales activities.

LICENSED REALTOR

RED DOOR REAL ESTATE
Buffalo, USA
01.2015 - 01.2016

GROUP EXERCISE INSTRUCTOR

GOODLIFE FITNESS
01.2007 - 01.2012
  • Instructed group exercise classes, adapting exercises to meet the needs of participants.
  • CPR and First Aid Certified (expired)

ENVIRONMENT, HEALTH AND SAFETY ADMINISTRATOR

FALCONBRIDGE LIMITED
Toronto, Ontario
01.1995 - 01.2001
  • Conducted comprehensive on-site inspections of facilities to identify potential health and safety risks.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
  • Created travel arrangements for senior managers according to their requirements.
  • Handled confidential documents in an organized fashion according to established protocol.

Education

Certificate - Effective Board Support for Executive Assistants

Capacity Canada
06.2023

Graduate Certificate - Human Resources Management

ALGONQUIN COLLEGE
01.2021

Bachelor of Arts Degree - Sociology

UNIVERSITY OF TORONTO

Skills

  • RFP & Contract Negotiations
  • Budgeting, Expense Reports and Invoicing
  • Presentations, Correspondence
  • Process Improvement
  • Project & Program Planning
  • Stakeholder Management
  • Strong Business Acumen
  • Board Support/Governance
  • Event Coordination
  • Business Administration
  • Executive Support
  • Strong Problem Solver
  • Professional and mature

Languages

  • English, Native
  • French, Basic
  • Spanish, Conversational

Volunteer Experience

  • Halton Women's Place, Gala Committee Member, 01/01/22, 12/31/23
  • FGT Pickard Memorial Scholarship, Director & Secretary, 01/01/96, 12/31/18

Timeline

EXECUTIVE ASSISTANT & BOARD COORDINATOR

OAKVILLE & MILTON HUMANE SOCIETY
04.2023 - Current

PROGRAM COORDINATOR

THE TALENT COMPANY
06.2021 - 09.2022

SUPPLY ADMINISTRATIVE ASSISTANT

HALTON DISTRICT SCHOOL BOARD
01.2020 - 01.2021

DOCUMENT CONTROL SPECIALIST/TEAM LEAD

WILMINGTON TRUST
01.2017 - 01.2018

CO-FOUNDER

TUK TEA COMPANY LLC
01.2016 - 01.2018

LICENSED REALTOR

RED DOOR REAL ESTATE
01.2015 - 01.2016

GROUP EXERCISE INSTRUCTOR

GOODLIFE FITNESS
01.2007 - 01.2012

ENVIRONMENT, HEALTH AND SAFETY ADMINISTRATOR

FALCONBRIDGE LIMITED
01.1995 - 01.2001

Certificate - Effective Board Support for Executive Assistants

Capacity Canada

Graduate Certificate - Human Resources Management

ALGONQUIN COLLEGE

Bachelor of Arts Degree - Sociology

UNIVERSITY OF TORONTO
Beverly Fortner