Summary
Work History
Education
Skills
Timeline
Generic

Kim Holt

Kingston,ON

Summary

Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.


Work History

Regional Administrative Specialist

MD Financial Management
08.2023 - Current
  • Handled mail, packages, emails, document transmissions and other types of data with both manual and automated tracking strategies.
  • Provided clients with prompt and professional responses to inquiries and concerns.
  • Minimized errors in documentation through proofreading, editing, formatting skills.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and secure filing systems.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Supported executive staff through scheduling meetings, and preparing documents for meetings.

Business Operations Specialist

Continuum Financial Centres
11.2021 - 08.2023
  • Monitored and tracked project execution of tasks.
  • Detected errors and initiated or arranged for corrective action, following through with Advisors and Management to verify resolution.
  • Gathered, organized and input information into digital database.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Maintained databases to track and record customer data.
  • Processed customer requests accurately and within agreed timeframes to meet service standards.
  • Managed filing system, entered data and completed other clerical tasks.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Assisted development and implementation of new administrative procedures.

Marketing Assistant

Phoenix Financial Services
09.2007 - 10.2021
  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Maintain databases to track and record customer data.
  • Managed filing system, entered data and completed other clerical tasks.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.

Receptionist Administrator

Edwards Ford/Petrie Ford
05.1993 - 07.2006



- Provided administrative support for various Managers in different departments within the company
- Responsible for multiple telephone lines, photocopying, filing, faxing and mail management
- Performed daily licensing tasks for vehicles purchased and leased
- Managed inventory of vehicle documentation including all keys and file documentation
- Responsible for various tasks pertaining to the company's service and sales invoices and work orders using MS Word, Excel, Outlook, and the Internet.
- Customer service duties including contacting clients and working with them to determine individual needs
- Creating and controlling service appointments with follow-up to ensure complete satisfaction
- Practiced effective time-management skills with date and time sensitive materials and following up on time frames and meeting deadlines
- Supported workloads from various departments
- Trained Support Staff
- Ordering and distribution of office supplies
- WHMIS trained

Education

Office Administration

St. Lawrence College
Kingston, ON

Skills

  • Client Support
  • Problem Resolution
  • Service Quality
  • Procedures Scheduling
  • Digital Filing
  • Records Management Systems
  • Administrative Support
  • Back Office Operations
  • Data Entry Documentation
  • Time Management

Timeline

Regional Administrative Specialist

MD Financial Management
08.2023 - Current

Business Operations Specialist

Continuum Financial Centres
11.2021 - 08.2023

Marketing Assistant

Phoenix Financial Services
09.2007 - 10.2021

Receptionist Administrator

Edwards Ford/Petrie Ford
05.1993 - 07.2006

Office Administration

St. Lawrence College
Kim Holt