Iliyana Stoyanova
Burlington
Summary
Experienced administrative assistant prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Associate
National Bank of Canada
03.2024 - Current
- Analyzed investment opportunities to optimize portfolio performance and align with client objectives.
- Conducted detailed financial modeling to support strategic decision-making and risk assessment.
- Collaborated with cross-functional teams to enhance investment strategies and client service delivery.
- Developed comprehensive reports on market trends, providing insights for senior management and stakeholders.
- Streamlined reporting processes, improving accuracy and efficiency in data presentation for clients.
- Managed client relationships, ensuring proactive communication and tailored investment solutions based on individual needs.
- Presented regular updates on portfolio performance to senior management, highlighting key achievements and areas for improvement.
Investment Specialist
Financial Horizons Group
03.2018 - 08.2021
- Analyzed investment portfolios to optimize performance and align with client objectives.
- Developed comprehensive financial strategies addressing diverse client needs and market conditions.
- Conducted market research to identify emerging trends, guiding investment recommendations for clients.
- Collaborated with financial advisors to enhance client service delivery and improve satisfaction rates.
- Managed risk assessment protocols, ensuring compliance with regulatory standards and enhancing portfolio security.
Administrative Assistant
Bethesda
01.2016 - 02.2018
- Managed appointment scheduling and coordinated meetings for project teams.
- Assisted in preparing client proposals and contracts, ensuring accuracy and compliance.
- Maintained organized filing systems for project documentation and client records.
- Processed invoices and purchase orders, ensuring timely payments to vendors.
- Supported team members by providing administrative assistance on various projects.
- Implemented office organization strategies that improved workflow efficiency.
- Collaborated with management to streamline office procedures and improve service delivery.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Maintained inventory of office supplies and placed orders.
- Monitored office supplies inventory, ensuring availability of essential items without overstocking.
- Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
- Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
- Managed calendar scheduling and coordinated meetings for senior executives.
Education
Secondary (high) school graduation certificate -
Skills
- Customer service
- Data entry
- Computer skills
- Office administration
- Administrative support
- File organization
- Microsoft outlook
- Filing
- Customer relations
- Strong problem solver
- Scheduling
- Documentation and recordkeeping
- Office management
- Scheduling and calendar management
- Recordkeeping
- Data organization
- Deadline oriented
- Professional and mature
- Document management
Languages
English
Full Professional
Certification
Valid driver's licence
Timeline
Investment Associate
National Bank of Canada
03.2024 - Current
Investment Specialist
Financial Horizons Group
03.2018 - 08.2021
Administrative Assistant
Bethesda
01.2016 - 02.2018