Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Ellyn Wise

Ajax,ON

Summary

Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs.

Overview

31
31
years of professional experience

Work History

Front Desk Receptionist

Hands in Demand Therapeutic Massage Company
09.2020 - Current
  • Welcomed visitors and clients, providing information and assistance with professionalism.
  • Maintained reception area cleanliness and organization, ensuring a welcoming environment.
  • Scheduled appointments.
  • Daily and Monthly Debt Reconciliation
  • Processed payments
  • Ordered supplies for the clinic
  • Answered phones and questions from clients.

National Sales Co-ordinator

MACKENZIE FINANCIAL
01.2001 - 10.2010
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Attend meetings to record minutes.
  • Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
  • File and retrieve corporate documents, records, and reports.
  • Open, sort, and distribute incoming correspondence, including faxes and email.
  • Make travel arrangements for executives.
  • Prepare responses to correspondence containing routine inquiries.
  • Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.
  • Manage and maintain executives' schedules.
  • Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.
  • Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.
  • Worked with the 2 Executive Vice Presidents, National Sales Managers Todd Backman and Terry O'Sullivan

Sales Assistant

TD EVERGREEN FINANCIAL SERVICES
11.1998 - 01.2001
  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Record transactions accurately, and keep clients informed about transactions.
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
  • Relay buy or sell orders to securities exchanges or to firm trading departments.
  • Prepare documents needed to implement plans selected by clients.
  • Calculate costs for billings or commissions.
  • Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
  • Prepare financial reports to monitor client or corporate finances.
  • Worked with 2 Senior Investment Advisors Benjamin Gelfand and Darrell Thompson
  • Completed general office duties

Sales Assistant

MIDLAND WALWYN/MERRILL LYNCH SECURITIES
10.1994 - 06.1998
  • Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records.
  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
  • File, type, or operate standard office machines.
  • Prepare reports summarizing daily transactions and earnings for individual customer accounts.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
  • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
  • Worked with Executive Wealth Manager Eugene Goldberg

Education

Recreation Leadership

CENTENNIAL COLLEGE
Scarborough, Ontario

Administrative Assistant

CENTENNIAL COLLEGE
Scarborough, Ontario

Canadian Securities Course

CANADIAN SECURITIES INSTITUTE
Toronto, Ontario

High School Diploma - undefined

WINSTON CHURCHILL CI
Scarborough, Ontario
06.1988

Skills

  • Word
  • Excel
  • Power Point
  • Time management
  • Attention to detail
  • Telephone etiquette

Languages

English
Full Professional

Timeline

Front Desk Receptionist

Hands in Demand Therapeutic Massage Company
09.2020 - Current

National Sales Co-ordinator

MACKENZIE FINANCIAL
01.2001 - 10.2010

Sales Assistant

TD EVERGREEN FINANCIAL SERVICES
11.1998 - 01.2001

Sales Assistant

MIDLAND WALWYN/MERRILL LYNCH SECURITIES
10.1994 - 06.1998

Administrative Assistant

CENTENNIAL COLLEGE

Canadian Securities Course

CANADIAN SECURITIES INSTITUTE

High School Diploma - undefined

WINSTON CHURCHILL CI

Recreation Leadership

CENTENNIAL COLLEGE

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