Jenna Robertson
Ottawa,Ontario
Summary
Seeking a challenging position as an Executive Assistant, leveraging my six-and-a-half years of administrative experience to enhance productivity, efficiency, and organizational success. Committed to continuously developing my skill set and am eager to take on additional administrative responsibilities to contribute to the growth of the team.
Overview
7
7
years of professional experience
Work History
Proposal Administrator
ADGA Group Consultants Inc.
10.2022 - 04.2024
- Performed data analysis in Excel to present billable days data for corporate mandatory technical requirements for various requests for proposals (RFP). Pulled large raw datasets containing data from internal databases to extract data needed to satisfy bid requirements. Performed data reduction, created PivotTables from extracted data, and presented data in tables for bid response
- Produced dozens of monthly financial and spending reports in Salesforce for proposal development team's MasterCard expenditures, as required by Finance; stored copies of invoices, receipts, and reports in SharePoint library and reviewed MasterCard charges monthly before providing reports
- Assembled list of 10-20 opportunities every morning matching company's business lines by searching through various Canadian procurement sites such as Canada Buys, Merx, Ontario Tenders, and Bids and Tenders, providing visibility for ADGA Sales team on new opportunities to spot potential bids and bring in additional revenue; posted list to Salesforce page and downloaded documents from tender sites when Sales team requested them
- Coordinated over fifty travel and hotel arrangements for ADGA consultants using Melon system, aligning with ADGA and client travel policies
- Managed technical proposal development process for bids by organizing all necessary information in SharePoint library, gathering resumes, and formatting resumes in Microsoft Word for proposed resources for bid
- Analyzed RFP for bid requirements, edited resource resumes to emphasize certain aspects of resumes to align with bid mandatory requirements, and tagged resumes with mandatory and rated requirements contained in RFP to submit compliant bids and win contracts
- Tracked and monitored project expenditures and budgets in Salesforce; investigated whether project actual expenses fell within allocated budgets and reported on variances to project manager and finance manager.
Insolvency Administrator
Get Approved Canada
02.2022 - 09.2022
- Liaised with colleagues and insolvency trustees and performed research and analysis to interpret and comply with the Bankruptcy and Insolvency Act (federal) and Executions Act (province of Ontario) to guide clients in positions of insolvency
- Reviewed and analyzed debtor's assets, liabilities, income, and expenses to determine eligibility for bankruptcy protection and other options under the Bankruptcy and Insolvency Act, formulated personalized debt relief strategies, structured suitable repayment plans, and helped clients implement plans to reduce their debt by 75% on average
- Accessed client credit reports to analyze client financial status, capital, and capacity
- Monitored changes in relevant legislation affecting insolvency proceedings within jurisdiction
- Provided administrative support services to clients and supervisors, leveraging CRM system to manage and maintain manager's schedule, schedule meetings, respond to inquiries, answer and track questions and complaints, and handle unexpected issues while delivering exceptional client service and exercising discretion when handling sensitive information, translating to a 95% client satisfaction score for the Ottawa office
- Administered 300+ client pre-authorized payments in organization's banking system, set up client payments, and managed bounced payments and delinquent accounts
- Processed 100+ invoices accurately and promptly according to established guidelines and prepared expense reports and monthly financial reports for management
- Negotiated repayment plans between debtors and creditors for successful resolution of cases, drafted and submitted financial hardship letters to creditors describing client's financial adversity to persuade creditors into accepting client's initial offer, obtaining average success ratio of 65% in initial offer being accepted by creditor
Client Care Specialist
4 Pillars Consulting
02.2019 - 01.2022
- Ideated and implemented measures to streamline client onboarding process such as refining client welcome email and adding onboarding checklist, segmenting onboarding email to provide personalized onboarding, and setting up additional support channels to guide clients with completing forms and gathering required information, leading to efficient service delivery which increased client onboarding completion rate by 29% over 18 months from 28 to 36 new clients signed on monthly on average, and increased average monthly revenue by $6,000
- Created and maintained two Excel spreadsheets to track client onboarding status, client payment amount, and payment schedules, and created dashboards and reports for weekly and monthly reporting to management to track key metrics such as monthly sales, revenue, and client onboarding
- Scheduled meetings for manager, managed manager's calendar in Outlook, prepared meeting materials, including intake documents, and set up meeting rooms to ensure efficient office operations
- Operated 4Pillars Ottawa office by providing clerical support and filing tasks, including answering and responding to incoming requests/queries and maintaining office documents and records
- Built and preserved relationships with 100+ clients, acting as first point of contact and using discretion while handling sensitive and confidential documentation, translating to client satisfaction score of 96% for Ottawa office.
Compliance Support Officer
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
09.2017 - 09.2018
- Modernized and re-developed Standard Operating Procedures (SOPs) to meet new legal and regulatory requirements for FINTRAC compliance officers in the field, guided by the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and associated Regulations
- Responded to hundreds of access to information (ATIP) requests; gathered requested documentation from subject matter experts (SMEs), gathered proposed redactions from SMEs, made redactions to documentation, and formulated redaction rationales, as required by law
- Participated in month-long analysis involving internal and external consultations to respond to complex ATIP requests; undertook comprehensive research and analysis of precedents for redactions and redaction rationales
- Spearheaded library of 30-40 commonly used redacted information and previously used rationale arguments for redactions used in previous ATIP requests in Excel to streamline process of responding to requests and increase efficiency
- Stored and organized sensitive and confidential data in information management system; performed data entry, served as liaison between the sector and the rest of the agency, actioned requests, and ensured streamlined and efficient communication.
Education
Honours Bachelor of Social Sciences with a Specialization in Political Science -
University of Ottawa
Ottawa, ON12.2018
Skills
- Attention to Detail
- Effective Communication
- Organizational Skills
- Research and Analysis
- SharePoint
- Salesforce
- Microsoft Office Suite (Excel, Word, PowerPoint, Access)
Languages
English
Native or Bilingual
French
Professional Working
Timeline
Proposal Administrator
ADGA Group Consultants Inc.
10.2022 - 04.2024
Insolvency Administrator
Get Approved Canada
02.2022 - 09.2022
Client Care Specialist
4 Pillars Consulting
02.2019 - 01.2022
Compliance Support Officer
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
09.2017 - 09.2018
Honours Bachelor of Social Sciences with a Specialization in Political Science -
University of Ottawa
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