Cathy Gil
Milton,Canada
Summary
Highly organized and detail-oriented Executive Assistant with expertise in supporting Managing Partner and senior leadership teams. Skilled in managing complex calendars, preparing reports, and handling confidential information. Proficient at multitasking in fast-paced environments while maintaining professionalism and discretion. Strong communicator with excellent problem-solving abilities and a proven track record of fostering relationships at all organizational levels. Dedicated to improving operational efficiency and driving the success of leadership through proactive support and strategic planning.
Overview
19
19
years of professional experience
Work History
Executive Assistant
Henderson Partners LLP
01.2024 - Current
- Manages calendars and schedules internal/external client meetings efficiently.
- Executes verbal/written requests by partners or senior managers (e.g., contacting clients, CRA).
- Manages Partners NTR year-end client database to assist CSMs in contacting clients.
- Ensures client authorization to e-file T1, T2, T3 returns and follows up for missing authorizations.
- Leads preparation of high-quality reports and documents for client and internal projects
- Provides high-level administrative support to senior management and partners.
- Manages complex calendars, schedules meetings
- Prepares and organizes materials for meetings and presentations.
- Drafts, reviews, and proofreads correspondence, reports, and documents on behalf of executives.
- Acts as a liaison between executives and internal/external stakeholders.
- Handles sensitive information with discretion and maintains confidentiality.
- Organizes office systems, procedures, and workflows to improve operational efficiency.
- Coordinates office events, client events, and meetings, ensuring all logistics are handled.
- Manages filing systems, both digital and physical, ensuring easy access and organization.
- Assists with project management tasks, ensuring deadlines are met and priorities are handled.
- Supports the execution of special projects and internal initiatives as needed.
- Maintains accurate and up-to-date records and contact databases.
Account Manager
Citi Retail Services
01.2021 - 01.2024
- Develop and maintain trusting relationships with major clients to ensure customer loyalty
- Responsible for retaining and educating clients on new and existing products
- Responsible for reviewing quarterly performance to ensure clients use promotions and products where applicable
- Accountable for vendor supply orders and assisting with program-related issues
- Responsible for opening tickets with the help desk and communicating updates with stakeholders as appropriate
- Responsible for training and educating the Field Sales team with partner-specific information, how to use business systems and industry specific details
- Serve as the link of communication between key clients and internal teams
- Proactively pursued enrolments and identified low-usage clients
Application Management
Citi Retail Service
01.2016 - 12.2020
- Responsible for onboarding and off boarding retail service partners
- Managed the inbound paper application process, ensuring applications were processed within service levels
- Responsible for communicating status updates with applicants throughout the process
- Collaborated with underwriting team to ensure documents were complete and sufficient to render a precise decision.
Inbound Banking Officer & Escalation Support
Citi Retail Services
06.2008 - 12.2015
- Communicate current promotional programs and pull and distribution reports
- Responsible for onboarding and off boarding retail service partners
- Managed the inbound paper application process, ensuring applications were processed within service levels
- Responsible for communicating status updates with applicants throughout the process
- Collaborated with underwriting team to ensure documents were complete and sufficient to render a precise decision
- Provided world-class customer service, serving as a point person to answer questions related to the financing programs for existing and prospective clients
- Provided clients with their account information, including balances and credits
- Reviewed, analyzed and explained client disbursement reports
- Supported technical inquiries and issues, handling hardware and online processing system issues through third-party vendors, including Freedom Pay, Verifone and Merchant Partners
- Assist with screening new hires, interviewing, onboarding and orientation
- Evaluate resumes and cover letters to identify candidates that meet requirements
- Conduct interviews to assess candidates' qualifications, skills, and experience
- Assist in health and safety programs through Health and Safety Committee
- Participate in planning employee engagement initiatives
Customer Service Representative/ Document Control Agent
Edulinx Canada Corporation
08.2006 - 05.2008
- Responded to customer verbal inquiries in a pleasant, courteous, professional and well-informed manner, providing superior service with a view to exceed customers' expectations
- Updated customer data, provide appropriate information, and initiate/follow through with customer requests
- Recommended options and solutions to clients
- Recognized and rewarded multiple times for "Customer First" attitude and service delivery
- Directed documentation to appropriate analyst for completion
- Monitored incoming and outgoing Student Loan documents specific to Interest Relief
- Batched and tracked all incoming and outgoing documents
- Provided daily inventory numbers to Manager, Interest Relief and IR administrator
Education
BACHELOR IN COMMERCE - HUMAN RESOURCE MANAGEMENT
HUMBER COLLEGE
Toronto, Ont06-2014
ADMINISTRATION DIPLOMA - BUSINESS
HUMBER COLLEGE
Toronto, Ont12-2011
Skills
- Ability to adjust to change in a fast-paced environment
- Strong Time management skills
- Calendar Management
- Confidentiality and discretionary skills
- Organizational, Multitasking & Prioritization skills
- Exceptional Customer Service skills
- Excellent written communication & verbal communication
- Interpersonal skills
- Ability to work independently
- Proficient Microsoft Office
- Proficient in software such as FDR, SharePoint, Caseware, XPM
- Leadership support
Timeline
Executive Assistant
Henderson Partners LLP
01.2024 - Current
Account Manager
Citi Retail Services
01.2021 - 01.2024
Application Management
Citi Retail Service
01.2016 - 12.2020
Inbound Banking Officer & Escalation Support
Citi Retail Services
06.2008 - 12.2015
Customer Service Representative/ Document Control Agent
Edulinx Canada Corporation
08.2006 - 05.2008
BACHELOR IN COMMERCE - HUMAN RESOURCE MANAGEMENT
HUMBER COLLEGE
ADMINISTRATION DIPLOMA - BUSINESS
HUMBER COLLEGE
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