Overview
Work History
Education
Skills
Position
Cover Letter
Best of the Best
Timeline
Generic

Carla Beland

Rocky Mountain House,Canada

Overview

20
20
years of professional experience

Work History

District Administrative Assistant

Alberta Parks
08.2022 - Current
  • Address Parks related inquiries via telephone & walk in
  • Coordinate public related concerns and enquiries between departments
  • Process and reconcile vendor payments
  • Meeting preparation - agenda, record minutes, action follow up etc
  • Process, reconcile and deposit campground revenue
  • Review and reconcile District Staff expense card transactions
  • Reconcile and prepare for budget purposes fleet monthly maintenance transactions
  • Reconcile and prepare for budget purposes monthly telecommunications transactions
  • Office Supply and other vendor purchases within policy and procedure
  • Prepare agendas, reports and record minutes for District and Area meetings
  • Inventory management
  • Records management

Receptionist

Rocky Dental Clinic
06.2019 - 08.2022
  • Schedule and confirm patient appointments
  • Manage Dentist and Hygienist scheduled bookings
  • Prepare and deliver bank deposits
  • Monthly financial reconciliation reports
  • Daily cash out and reconciliation
  • Process invoices and payments
  • Submit dental claims and treatment predeterminations to various insurance companies
  • Reconcile accounts payable
  • Manage incoming telephone calls and walk ins
  • Process mail and other correspondence

Administrative Assistant

Rocky Mountain Alliance Church
03.2017 - 01.2019
  • First point of contact (both walk in and phone calls)
  • Prepare weekly Sunday Service visual presentations and paper bulletin
  • Assist in managing social media and promoting various events etc
  • Graphic design for online and social media presentations/events
  • Weekly bank account deposits
  • Prepare expense submissions
  • Manage the office budget and assist in annual budget submissions/preparation
  • Prepare annual reports and monthly Board Meeting packages
  • Organize, purchase and stocking office supplies
  • Research and implement various software programs utilized within church programs
  • Act as a representative of the organization when needed
  • Schedule building use for different ministry use and other events
  • Book appointments with pastors and other ministry personnel within their schedules
  • Support various church ministries/programs when needed (purchase supplies, promote activities, etc.)

Personal Banking Officer/Financial Advisor

Scotiabank
02.2007 - 07.2015
  • Review credit applications and customer financial data
  • Implement best practices while collecting and maintaining customer information
  • Prepare Credit Contracts and sign with customers as a representative of Scotiabank
  • Ensure that all procedures and policies are followed and carried out
  • Ensure that all documentation is collected and maintained
  • Advise on credit and investment solutions
  • Work with clients through current and future lifecycles
  • Advise additional products to help meet client financial success
  • 2008 Best of the Best Award Recipient

Office Assistant

McCrindle Financial
01.2011 - 09.2011
  • First point of contact for incoming telephone calls and walk in’s
  • Process and prepare investment (RRSP, RESP, LIRA, LIF) and insurance contracts
  • Assist with marketing and promotional projects
  • Collect and manage client information
  • Touch base and client care phone calls
  • Schedule client appointments
  • Ensure that all procedures and policies are met and carried out

Marketing Assistant

Integrated Benefit Solutions
01.2005 - 01.2007
  • Answer and managing incoming phone calls
  • Prepare new medical benefit sales presentation material
  • Prepare yearly medical benefit renewal presentations
  • Schedule client appointments within Sales Managers schedules
  • Liaise with Insurance Company Representatives and existing clientele on medical insurance contract specifications

Education

Commissioner for Oaths -

01.2023

Class 2 Drivers License and S designation -

01.2019

Investment Funds -

The Institute of Canadian Bankers
01.2007

Business Administration Diploma -

NAIT (Northern Alberta Institute of Technology)
01.2003

High School Diploma -

Innisfree Delnorte High School
01.1999

Skills

  • Results-Driven Problem Solver
  • Problem-solving skills
  • Proficient with multiple computer software systems
  • Rapid and Adaptable Learner
  • Cross-Functional Team Collaboration
  • Customer Engagement
  • Self-Motivated Professional
  • Proficient in Task Management and Prioritization

Position

Financial Advisor, 214006

Cover Letter

Please accept my Cover Letter and Resume in submission for your Financial Advisor position. I am looking for an opportunity to continue and grow my career in the Finance Industry. As a graduate from the NAIT Business Administration program, I was prepared with the knowledge and tools to be successful in the future roles I fulfilled. A component of this, entailed financial analysis of documentation and statements. This assisted in my success in various roles that required knowledge in these areas. Much of my time in the Financial Industry involved evaluating client credit suitability for multiple credit products. This entailed reviewing sensitive financial information with confidentiality. While qualifying clients, I utilized strong judgment in risk analysis and analytical skills to problem solve the best products to suit them. Effective communication and time sensitivity was a key component as we worked together through this process. Previous positions were results driven workplaces where I managed to regularly meet sales goals set out for me and become a proud recipient of the Best of the Best Award. While my credit lending experience in the Finance Industry has been a large portion of my career experience, I regularly found myself drawn to multi-faceted, customer focused and results driven environments. Many of these were positions where I worked independently with the support of others to contribute to the overall success of a team. I look forward to an opportunity to further discuss this position with your organization.

Best of the Best

Dedication to my customers and work helped me earn the prestigious Best of the Best award with Scotiabank.

Timeline

District Administrative Assistant

Alberta Parks
08.2022 - Current

Receptionist

Rocky Dental Clinic
06.2019 - 08.2022

Administrative Assistant

Rocky Mountain Alliance Church
03.2017 - 01.2019

Office Assistant

McCrindle Financial
01.2011 - 09.2011

Personal Banking Officer/Financial Advisor

Scotiabank
02.2007 - 07.2015

Marketing Assistant

Integrated Benefit Solutions
01.2005 - 01.2007

Class 2 Drivers License and S designation -

Investment Funds -

The Institute of Canadian Bankers

Business Administration Diploma -

NAIT (Northern Alberta Institute of Technology)

High School Diploma -

Innisfree Delnorte High School

Commissioner for Oaths -

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Carla Beland