Summary
Overview
Work History
Education
Skills
Volunteer Experience
Hobbies and Interests
Languages
Certification
Timeline
Generic

Donna Williams

Maple,ON

Summary

Seeking a part time position where I can utilize my skills, experience and knowledge.

Overview

35
35
years of professional experience
1
1
Certification

Work History

Delivery Driver

Uber Eats
06.2018 - Current
  • Delivery of food and products to customers to their home and business throughout the GTA
  • Improved customer satisfaction by ensuring timely and accurate deliveries of products.
  • Enhanced delivery efficiency by optimizing routes using GPS navigation and mapping tools.

Real Estate Agent

Right At Home Realty Inc., Brokerage
07.2005 - Current
  • Increased property sales by implementing innovative marketing strategies and utilizing social media platforms.
  • Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
  • Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
  • Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.

Text Editor

Department of National Defence of Canada
02.1990 - 06.2018
  • Converting files from Word Perfect 6.1 Windows to the Microsoft Word
  • Formating and editing documents to the standard of the Department of National Defence as they come from the various clients
  • Must know Microsoft 97 quite well and their various functions
  • I am also the Support Technician for the Department of National Defence for Microsoft
  • The go between for the employees here at the Staff College whenever a problem occurs that the employees do not know how to fix
  • Operating the Apollo Interleaf desktop publishing test editor to compose, revise, store and retrieve narrative and tabular material
  • In addition, I also type and amend course material and other correspondence, I also cut and paste various articles to put on layout paper for printing.

Advisor

Experior Financial Services
07.2014 - 12.2023
  • Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
  • Increased client portfolio performance through diligent market research and analysis for optimal asset allocation.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
  • Streamlined communication processes, ensuring clients received regular updates on their investments and financial plan progress.
  • Assisted in the development of training materials for new advisors, improving overall team performance.
  • Conducted thorough reviews of clients'' existing financial plans, identifying areas for improvement or adjustment.
  • Provided exceptional customer service, addressing client inquiries promptly and professionally.

Secretary

Department of National Defence of Canada
  • Under the supervision of the Chief of Staff (COS) I provides, secretarial, receptionist and administrative services to the COS, the Registrar, and six other senior officers
  • The handling of incoming/outgoing correspondence on the Interleaf word Processing program on the Apollo computer.

Accounting Clerk

Xerox Insurance
01.1989 - 02.1990
  • Process employee's wages and benefit plan by inputting pay transaction in the company computer
  • Working with and supplying information to my two managers
  • Doing up the paper work when necessary for my supervisors to get in touch with the employee's beneficary to inform them of their entitlement.

Education

Legal Secretarial/Assistant Program - Certificate

Success Business College
Toronto, ON
07.1989

Accounting - Accounting And Finance

Seneca College of Applied Arts And Tech
Toronto, ON
03.1989

High School Diploma -

George Harvey Secondary High
Toronto, ON
06.1983

Skills

  • Appointment Scheduling
  • Sales Support
  • Supply Restocking
  • Office Administration
  • Database Management

Volunteer Experience

Revivaltime Tabernacle Church, Secretary for Youth Department, Captain of the Youth Usher Team

Hobbies and Interests

  • Canadian Netball Association
  • Gardening

Languages

English
Full Professional

Certification

Real Estate License


Insurance Agent License

Timeline

Delivery Driver

Uber Eats
06.2018 - Current

Advisor

Experior Financial Services
07.2014 - 12.2023

Real Estate Agent

Right At Home Realty Inc., Brokerage
07.2005 - Current

Text Editor

Department of National Defence of Canada
02.1990 - 06.2018

Accounting Clerk

Xerox Insurance
01.1989 - 02.1990

Secretary

Department of National Defence of Canada

Legal Secretarial/Assistant Program - Certificate

Success Business College

Accounting - Accounting And Finance

Seneca College of Applied Arts And Tech

High School Diploma -

George Harvey Secondary High

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Donna Williams