Kassandra Bergstrom
Guelph,Canada
Summary
Resourceful executive support professional with a proven track record in high productivity and efficient task completion. Expertise in advanced scheduling, document management, and handling confidential correspondence. Strong time management, problem-solving, and communication skills contribute to seamless operations in dynamic environments. Demonstrates adaptability and exceptional interpersonal skills, excelling in both independent and collaborative settings.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Executive Assistant to Division Manager
IG Wealth Management
Guelph, ON
01.2025 - Current
- Serve as primary communication link between division manager, clients, and consultants
- Coordinate internal and external meetings, including travel arrangements and logistics
- Prepare professional presentations and supporting materials for client meetings
- Assist in meeting preparation, ensuring all documentation and reports are ready in advance
- Use Transact platform to process financial transactions
- Maintain compliant and up-to-date client records in Salesforce
- Manage multiple inboxes and Outlook calendars efficiently
- Maintained confidential records and files related to executive operations.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
Administrative Assistant
Golden Horseshoe Vet
Milton, ON
10.2023 - 02.2025
- Managed daily communications for veterinarians to enhance operational efficiency.
- Coordinated surgical deliveries with suppliers to ensure timely operations.
- Scheduled surgeries and liaised with local vet clinics to streamline processes.
- Handled billing and payment processing for partner clinics to maintain financial accuracy.
Client Service Representative
First Aid 4U
Remote, ON
06.2021 - 12.2022
- Resolved client inquiries through Zendesk via email, live chat, and phone.
- Coordinated First Aid training sessions for corporate clients throughout Ontario.
- Processed invoices and managed course payments efficiently.
- Addressed client issues with professionalism and empathy to ensure satisfaction.
Customer Service Representative
Canadian Tire
Guelph, ON
04.2014 - 06.2021
- Managed transactions, returns, exchanges, and special orders efficiently.
- Resolved customer complaints by identifying issues and implementing effective solutions.
- Maintained store inventory and restocked merchandise to ensure product availability.
- Handled online and phone orders during COVID-19 operations with precision.
- Provided exceptional customer service, addressing customer needs promptly.
- Kept informed of product offerings and company policies to enhance service quality.
Education
Bachelor of Arts - Sociology
Wilfrid Laurier University
Waterloo04-2021
High School Diploma -
Guelph C.V.I.
Guelph06-2016
Skills
- Meeting coordination
- Travel arrangements
- Salesforce management
- Microsoft Office (Word, Excel, Outlook etc)
- Financial transactions
- Confidential records management
- Customer service
- Calendar management
- Financial processing
- Invoice processing
Certification
- Working towards IFIC
Timeline
Executive Assistant to Division Manager
IG Wealth Management
01.2025 - Current
Administrative Assistant
Golden Horseshoe Vet
10.2023 - 02.2025
Client Service Representative
First Aid 4U
06.2021 - 12.2022
Customer Service Representative
Canadian Tire
04.2014 - 06.2021
Bachelor of Arts - Sociology
Wilfrid Laurier University
High School Diploma -
Guelph C.V.I.
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