KANWALDIP KAUR
Toronto,ON
Summary
Dedicated Executive Assistant with excellent experience in the industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with a focus on attention to detail. Dependable and quick-learning team player with effective communication and organization skills.
Overview
17
17
years of professional experience
Work History
Office Administrative Assistant
Cold Iron Truck Center Inc.
01.2021 - Current
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Creating various lease documents, plating packages, credit packages, and funding packages using Adobe Acrobat, and TVAL to create Lease Payment Schedules
- Maintain Spreadsheet database, Google Sheets, and electronic and physical filing records
- Arrange meeting on ZOOM and Microsoft Team.
- Manage office IT – IP systems
- Provide support to the Sales and accounts.
- Creating couriers: FEDEX/PUROLATOR/UPS
- Database entry using CRM and Salesforce software
- Client and business correspondence.
- Coordinating with various Lenders, leasing managers, and departments
- Working on Insurance requests, renewals, PST refunds, Lease transfers, Buyout requests, and post-funding deficiencies
- Submitting Funding Packages to lenders, funding deals, audits, and receiving EFT
- Prepare Invoices and cheques using QuickBooks
- Compile client data, prepare lease spreadsheets, and lending history, and create customer and business files and folders
- Overlooking office administration, customer requests, maintaining office equipment, technical support to staff, and paying bills.
- Provided clerical support to company employees by copying, faxing, and filing documents.
Admin Assistant
Money Line Capital
03.2020 - 12.2020
- Prepare credit packages, plating documents, and funding packages, Lease Transfers
- Submitting Funding Packages to Lenders on their software apps and completing Audits for funding
- Submit credit packages and review approvals/Denials on respective lender software
- Create Excel spreadsheets and manage databases
- Prepare Courier of Original lease docs & down payment drafts to the lenders
- Overlooking office administration, customer requests, phone calls, mail, and correspondence
- Prepare Invoices, issue Cheques, and maintain expenses all on QuickBooks.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Senior Executive Assistant
Capital Marketing FZCO.
11.2010 - 01.2018
- Screened calls and emails and responded accordingly to support executive correspondence.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Contributed to smooth business operations by planning and organizing meetings and conferences.
- Managed complex calendar scheduling with focus on proper allocation of executive availability.
- Managed travel itineraries and logistics for accommodations for the Chairman, CEO, VP and guests.
- Managed expense tracking and budgeting.
- Act on behalf of the Chairman as needed for business meetings, Microsoft Teams
- Organize, personal and family events, and special events
- Create Excel spreadsheets and manage databases, google sheets
- Maintained professionalism while handling sensitive information by adhering to strict confidentiality protocols at all times.
- Prepared meeting agendas and briefing papers for members of board of directors and executive team.
- Created regular reports and updated internal databases.
- Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.
- Conducted research to prepare, gather and proof briefing materials, agendas and decks for executive-level meetings.
- Facilitated successful events by coordinating logistics, vendor relations, and guest accommodations for high-level corporate functions.
- Located and attached appropriate files to incoming correspondence requiring replies.
- Maintained confidential, administrative support to executive team and members of board of directors.
- Manage Cash, Bank Accounts, Credit Card payments, bill payments, and investments
- Liaising with Banks and governing bodies as needed to complete property registration
- Perform duties as an Authorized Signatory and POA holder for the company
Executive Assistant
Paper Chase International Inc
06.2007 - 10.2010
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements such as flight and hotel to optimize time.
- Maintained confidentiality with sensitive documents, and sensitive information with discretion and tact.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Streamlined executive communication by managing emails, screen phone calls, and scheduling appointments.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Negotiated with vendors for cost savings, securing high-quality services at reduced rates.
- Supported HR activities, facilitating hiring process by scheduling interviews and liaising with candidates.
- Assisted in preparation of high-stakes presentations, contributing to successful project pitches and client meetings.
- Worked with senior management to initiate new projects and assist in various processes.
- Takes notes and dictation at meetings.
- Coordinated events and worked on ad hoc projects.
- Handling internal/external correspondences, outlook emails, memos, agendas, & minutes of meetings
- Create excel spreadsheets & prepare PowerPoint presentations for various Businesses
- Prepare adverts for Talent, Leasing/selling/wanted properties using Adobe Acrobat
- Managing Cash, bank drafts, cheques for payments to Vendors, suppliers, and Dub contractors for the hotel project
- Issuing Proforma Invoices, LPOs, and Packing lists, using SAP and Oracle programs
- Support the Board of Directors, GM, CEO, and Finance director
- Coordinate with government bodies to register SPA, Title Deed, recording units Master Developer
- Handling admin-related tasks like employee visas, work permits, health cards, office leases, company trade licenses, and performing other legal tasks as needed
- Proofreading legal documents like Sales Deed and power of Attorney.
Education
Bachelor of Science - International Business & Economics
Madonna University
Michigan, US01.2009
Skills
- Calendar management
- Billing and Invoicing
- Confidentiality handling
- Leadership and supervision
- Event Planning
- Proofreading
- Business Correspondence
- Expense Reporting
- Travel Arrangements
- Presentation Creation
- HR and Administrative Support
- Microsoft Office Suite
- Computer Skills
- Dedicated Team Player
- Customer and client relations
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Office Administrative Assistant
Cold Iron Truck Center Inc.
01.2021 - Current
Admin Assistant
Money Line Capital
03.2020 - 12.2020
Senior Executive Assistant
Capital Marketing FZCO.
11.2010 - 01.2018
Executive Assistant
Paper Chase International Inc
06.2007 - 10.2010
Bachelor of Science - International Business & Economics
Madonna University
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