Summary
Overview
Work History
Education
Skills
Languages
Timeline
Marketing Platforms
References
Generic

Courtney Dowling

Clifford,ON

Summary

Well-organized and dependable individual who is successful at managing multiple priorities with 7 years of experience in marketing operations, project management and event planning.

Overview

11
11
years of professional experience

Work History

Senior Marketing Specialist

TriCert Investment Counsel Inc.
07.2017 - Current
  • Managed successful product launches, ensuring timely delivery.
  • Managed successful onboarding of new Financial Planning firms.
  • Managed all Marketing automation platforms.
  • Managed email campaigns for Financial Planning firms.
  • Responsible for data management and analytics.
  • Utilized project management tool Monday.com to keep my team on track for various projects underway.
  • Streamlined internal processes for increased efficiency in project management and campaign execution.
  • Coordinated targeted email campaigns for client engagement on behalf of firms.
  • Diligently managed client lists within an outbound marketing tool, ensuring compliance with CASL regulations.
  • Planned and executed many 200+ people conferences spanning over eight years in various locations, including a travel program to Lake Louise, Alberta.
  • Assisted with launch of Podcast program.
  • Produced Podcast for the last year, including managing topics and schedule, booking recordings and working with compliance and editors.

Client Services Representative

TriCert Investment Counsel Inc.
06.2014 - 07.2017
  • Promptly responded to inquiries and requests from Financial Service Entities.
  • Worked directly with associated financial planning firms to onboard new clients.
  • Worked directly with National Bank Independent Network (NBIN) to ensure funds were transferred in from other money managers and/or bank deposits were completed.
  • Worked within Microsoft Excel to create and update client templates and passed along to Portfolio Managers to start investing or rebalancing processes.
  • Booked client calls and meetings with Portfolio Managers.
  • Completed daily task of bank deposits with NBIN and banks.

Office Administrator

TriCity Physiotherapy And Rehabilitation
02.2013 - 06.2014
  • Answered phone system, routing calls, delivering messages to staff and greeting patients.
  • Contributed to positive work environment by fostering strong working relationships among colleagues.
  • Received money from patients.
  • Completed cheque and bank deposits.
  • Scheduled patients into colleagues daily schedules.
  • Contacted patients to inform them of overdue balances.
  • Contacted insurance companies to request payments for patients.
  • Daily duties of billing to insurance companies.

Education

Project Management For Marketers

Canadian Marketing Association
Toronto, ON
09.2023

Office Administrator

Conestoga College
Kitchener, ON
04.2013

Skills

  • Efficient with Microsoft Office
  • Direct Mail Campaigns
  • Survey Design and Development
  • Business Administration
  • Email Marketing
  • Project Planning
  • Event Planning & Logistics
  • Time Management
  • Expert in Mondaycom
  • Expert in Constant Contact
  • Knowledgeable in Marketing Automations

Languages

English

Timeline

Senior Marketing Specialist

TriCert Investment Counsel Inc.
07.2017 - Current

Client Services Representative

TriCert Investment Counsel Inc.
06.2014 - 07.2017

Office Administrator

TriCity Physiotherapy And Rehabilitation
02.2013 - 06.2014

Project Management For Marketers

Canadian Marketing Association

Office Administrator

Conestoga College

Marketing Platforms

  • Monday.com
  • Constant Contact
  • Microsoft Office Suite
  • Adobe
  • Canva
  • Zoom
  • Podbean
  • YouTube
  • Vimeo

References

References available upon request

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Courtney Dowling