Summary
Overview
Work History
Education
Timeline
Generic

Jacqueline MacDonald

Summary

  • Driven Executive Assistant adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency and achieve organizational objectives. As well as offering versatile office management, planning and marketing skills.
  • Exceptional Organization and Customer Service Skills
  • Keen Attention to Detail
  • Proficient in Microsoft Suite, Google Suite, Gmail, Photoshop and Adobe Illustrator & InDesign
  • Professional Demeanor
  • Detail Orientated, Accurate, Flexible and Reliable
  • Team Player with the Ability to Work Effectively in any Environment
  • Strong Verbal and Written Communication Skills

Overview

24
24
years of professional experience

Work History

Office Manager

Castonguay Szerszen LLP
07.2018 - Current
  • Administrative support for Head Partner – letters, reports, expenses and calendar
  • Database management
  • Responding to emails and calls, internally and externally for three Partners
  • Proactive in making sure the office is running smoothly on a daily basis
  • Ensuring all client information is kept confidential
  • Prompt delivery of client's year end documents
  • Accounts Receivables (invoicing and collection) Reconcile Accounts through QuickBooks Online
  • Prepare Cheques for payment and process bank deposits
  • Ordering of training material and office supplies.

HearCanada
02.2018 - 07.2018
  • Input new patient information
  • Book appointments
  • Calendar Management for the clinic
  • Coordinate Hearing Health Clinics with Pharmacies in the community
  • Book and attend speaking events in the community
  • Marketing/Event Coordination
  • Compose administrative reports for Team Lead.

McIntyre and Associates
01.2017 - 12.2017
  • Administrative support for two Partners - letters, proposals and reports
  • Correspondence, database management
  • Management of calendars and meeting schedules for two Partners
  • Responding to emails and calls, internally and externally for two Partners
  • Creating expense reports for two Partners
  • Ensured training for professional development was registered for and completed
  • Planning firm events
  • Assist with Tax Return assembly.

Manager Assistant – Assurance

PwC (PricewaterhouseCoopers)
05.2014 - 09.2016
  • Supported eight Assurance Managers plus HR Manager
  • Document production - type, format and edit client correspondence, reports, spreadsheets and presentations using MS Office Work with internal staff (at all levels) and clients to finalize documents; coordinate with other departments to ensure the timely production of documents, tax (T1, T2 & T4) preparation
  • National and international travel bookings, prepare and submit expense reports, organize logistics and material for internal/external events, or training sessions on behalf of the requester, sort and circulate incoming mail, other administrative duties (photocopy, scanning, filing, etc.) CRM input and maintenance
  • Extensive Adobe Acrobat work – edit pdfs, combine/merge pdf files and convert pdf to word documents
  • Google Docs Launcher

Executive Assistant

Warehouse One
12.2007 - 05.2014
  • Coordinate and prioritize duties amongst several departments -Store Operations, Marketing, Accounting and Merchandising
  • Compose and edit confidential documentation for the company President
  • Compose sales reports for Director of Store Operations
  • Draft and edit word documents for the President and the Director of Store Ops
  • Book national and international travel for President and Director of Store Ops
  • Organize and maintain an effective filing system of documents for easy retrieval
  • Responsible for all the details in the planning and execution of all the company's conferences (venues, activities & menus)
  • Research and negotiate the best rates for travel and book flights, hotels and car rentals
  • Minute taker at Monthly Senior Management and Board meetings
  • Research information as requested
  • Purchase office supplies for all new store openings
  • Create and write the monthly company newsletter
  • Main business contact for all vendors as they relate to event planning
  • Co-chaired the Health and Safety Committee
  • Co-chaired the Spirit (Social) Committee – responsible for organizing social events for the company's employees.

Online Service Specialist

Custom House
06.2006 - 07.2007
  • Devised and managed numerous tracking processes to measure online services promotions and profits for branches and individuals
  • Developed and trained a team of 50 product champions for the online platform
  • Expanded business opportunities through external promotions
  • Resulted in increasing the customer base by 100% in an eight-month period, exceeding the set target of a 50% increase
  • Supported all North American retail staff by providing feedback and maintaining open lines of communication via phone, e-mail and personal visits
  • Secured external customer relationships by assisting clients with the sign-up process, performing demos of the trading platform and online trades
  • Developed an incentive program for all Retail staff.

Area Sales Manager Arizona

Custom House
01.2005 - 06.2006
  • Developed, mentored & coached Branch Sales Managers to effectively lead & manage Sales Associates
  • Contained costs in line with set budgets
  • Developed and implemented marketing plans
  • Led risk management initiatives and ensured compliance processes and procedures were maintained to ensure the integrity of the company
  • Maintained existing business relationships
  • Expanded and developed new business opportunities through Trade Shows, networking and presentations throughout the community.

Assistant Retail Manager / Office Administrator/ Junior Trader

Custom House
03.2003 - 12.2004
  • Advised and guided the Winnipeg Retail team to exceed company goals
  • Ensured that clients were served in an efficient and professional manner at all times
  • Oversaw the continued development of the retail branch by providing positive feedback and constructive criticism to members of the Winnipeg Retail team
  • Confirmed that policies and new programs were rolled out and implemented effectively
  • Trained new employees on all aspects of retail operations so that they would be able to run the office on their own if need be
  • Negotiated an exchange rate, which was both profitable to Custom House and acceptable to the client
  • Assessed client’s needs and guided them toward products for which they were best suited
  • This improved customer satisfaction and overall customer service.

Customer Service Supervisor

Custom House
10.2000 - 03.2003
  • Raised the visibility of the organization and its products via marketing improvements
  • Developed a relationship with local hotels
  • Instituted a Snowbird Appreciation Day
  • Fostered an ongoing relationship with High Schools who had students travelling abroad
  • Marketed the retail cash services to financial institutions
  • Ensured that supplies were ordered and monthly bills were paid
  • Monitored cash levels, sent & ordered cash as necessary.

Education

Timeline

Office Manager

Castonguay Szerszen LLP
07.2018 - Current

HearCanada
02.2018 - 07.2018

McIntyre and Associates
01.2017 - 12.2017

Manager Assistant – Assurance

PwC (PricewaterhouseCoopers)
05.2014 - 09.2016

Executive Assistant

Warehouse One
12.2007 - 05.2014

Online Service Specialist

Custom House
06.2006 - 07.2007

Area Sales Manager Arizona

Custom House
01.2005 - 06.2006

Assistant Retail Manager / Office Administrator/ Junior Trader

Custom House
03.2003 - 12.2004

Customer Service Supervisor

Custom House
10.2000 - 03.2003

Jacqueline MacDonald