Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Leadership Experience
Professionaldevelopmentcourses
Teflcertification
Volunteer Experience
Hobbies and Interests
Languages
Timeline
Generic

Kimberly Thompson

Hamilton,Canada

Summary

A highly driven professional with over twenty years of experience in administration, business operations and executive support in the financial services, asset management and consulting sectors. Ability to forecast business and client service needs, consistently demonstrating resourcefulness and critical thinking. Anticipatory and organised with the ability to work independently or as part of a team, while insistently managing confidential information.

Overview

17
17
years of professional experience

Work History

Executive Assistant, Technology, Consulting

Deloitte
02.2018 - Current
  • Proactive executive support for five Partners, ensuring the efficient management of their practices
  • Successful development of business acumen to anticipate internal team and external client needs
  • Actively cultivates market intelligence to enable high-quality client deliverables and service excellence
  • Anticipatory of Partner engagements, ensuring the execution of commitments and confidential data
  • Actively identifies opportunities to be a brand ambassador when building strong client relationships
  • Project assistance of the service line with end-to-end client deliverables and marketplace activities
  • Arrangement of intricate global travel and expense reporting, confirming prompt payment
  • Extensive email and calendar management for all business-related activities with minimal direction
  • Substantial team collaboration and communication to arrange back up support for all consulting Partners
  • Organisation of agile workspaces including meeting rooms, collaboration hubs and other required resources
  • Event planning expertise for internal team and client events, securing contracts with vendors and arranging all details to ensure a productive and entertaining experience
  • Management of the time entry system, tracking billable and non-billable hours liaising with financial services
  • Adherence of firm policies and procedures, continually maintaining corporate and regulatory compliance.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.
  • Developed and maintained automated alert systems for important deadlines.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Promoted team productivity by keeping supplies organized and well-stocked.
  • Created and managed office systems to efficiently deal with documentation.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Filed paperwork and organized computer-based information.
  • Conducted research and analyzed data to provide detailed reports on various business topics.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Handled confidential and sensitive information with discretion and tact.
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Served as a liaison between departments to facilitate effective communication throughout the company.
  • Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
  • Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
  • Collaborated on special projects to improve overall business operations within the organization efficiently.
  • Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
  • Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.

National Sales Executive Assistant

Sentry Investments
10.2014 - 02.2018
  • Provided exceptional administrative support to the Head of National Sales, Vice-President of National Sales, Regional Vice-Present of Ontario, Associate Vice-President and Head of Inside Sales
  • Managed and actively organised email inboxes and sales calendars, increasing sales team productivity
  • Supported sales team projects from initiation to completion, contributing to overall target achievement rate
  • Reserved all international and domestic travel for the c-suite team, adhering to travel policies and procedures
  • Successfully facilitated the creation and execution of new employee onboarding agendas and training sessions
  • Assisted in the production of compliance control documents, which had a direct affect on team fulfillment
  • Produced customised expense reporting and CRM database updates, contributing to critical sales target data
  • Arranged seasonal tickets with vendors, tracking details within Salesforce campaigns for compliance purposes
  • Created agendas and minutes for all sales team meetings, delivering to the c-suite team for action
  • Utilised event planning expertise to coordinate conferences, due diligence training, internal team events, client events and webcasts
  • Duties comprised of location scouting, managing vendor relationships, negotiating contracts, managing budgets, booking presenters, travel arrangements, audio visual, war room support service, learning session facilitation, printed materials and overall event execution.
  • Developed and assigned monthly sales quotas to over [Number] regional sales managers in [Location].
  • Maintained and organized customer database of over [Number] clients nationwide.
  • Optimized sales pipeline management to improve forecasting accuracy and facilitate data-driven decisionmaking.
  • Cultivated long-term partnerships with industry influencers who contributed positively to our company''s reputation and credibility within the marketplace.
  • Restructured compensation plans to better incentivize top performers, leading to higher levels of employee satisfaction and retention.
  • Expanded market share through the establishment of strong relationships with key clients and partners.
  • Collaborated cross-functionally to ensure seamless communication between sales, marketing, and operations teams.
  • Spearheaded process improvements to reduce costs while maintaining excellent client service levels.
  • Enhanced overall competitive positioning by collaborating closely with product development teams to ensure offerings were aligned with evolving customer needs.
  • Built relationships with customers and community to promote long term business growth.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Contributed to team objectives in fast-paced environment.
  • Presented professional image consistent with company's brand values.
  • Kept detailed records of daily activities through online customer database.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Recorded accurate and efficient records in customer database.
  • Stayed current on company offerings and industry trends.
  • Contributed to event marketing, sales and brand promotion.
  • Developed, maintained and utilized diverse client base.
  • Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
  • Greeted guests in with friendliness and professionalism.
  • Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
  • Elevated company reputation through meticulous attention to detail in all aspects of work output.
  • Enhanced team communication through effective scheduling, meeting coordination, and correspondence management.
  • Streamlined office operations for enhanced productivity with organized filing systems and task prioritization.
  • Managed calendars and coordinated travel arrangements and accommodation for senior-level staff to optimize schedules.
  • Optimized resource usage by managing inventory levels, ordering supplies, and maintaining equipment functionality.
  • Created and distributed agendas for meetings and conference calls as part of meeting preparation.
  • Reduced overhead costs with vigilant expense monitoring while maintaining a high standard of quality for materials or services utilized.
  • Followed detailed directions from management to complete daily paperwork and computer data entry.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Remained solutions-oriented in face of complex problems to assist management and overall business direction.

Financial Analyst

SL Capital Partners
07.2013 - 08.2014
  • Finalised analysis of industry and geographic trends, producing key reports for Investment Directors
  • Reconciled assessments on book cost, income, holdings, cash balances, FX gains and FX losses
  • Finalised treasury tasks, monitoring of fund cash balances and arrangement of drawdowns or distributions
  • Assisted with new product initiatives confirming operational print issues were available during the launch
  • Issued call and distribution notices to investors, monitoring receipts and payment status
  • Assumed project management tasks designated by the Team Lead, completing by the assigned deadline
  • Prepared and processed expense instructions to third party administrators, tracking completion
  • Consulted with investors and external stakeholders, building strong long-term business relationships
  • Completed team email management, account and investor record maintenance, investigations, investor query resolutions and the production of departmental procedure manuals
  • Assisted the accounting department with the completion of a quarterly valuation analysis of all funds, actively monitoring the internal investment system with data validation and data cleansing.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Implemented effective internal controls to mitigate risks associated with financial misstatements or fraud incidents.
  • Collected data from other divisions to support quarterly forecasts.
  • Strengthened relationships with external partners such as banks or auditors through timely communication and transparent collaboration.
  • Reduced risk exposure by conducting comprehensive credit analyses and recommending appropriate actions.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
  • Increased stakeholder satisfaction by delivering timely, accurate financial information tailored to their specific needs.
  • Created and maintained precise and accurate models, charts and reports.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Evaluated performance of existing investments and adjusted accordingly.

Legal Document Management

Standard Life Investments
12.2012 - 07.2013
  • Communicated with lawyers to provide confidential legal documentation in relation to properties held across Europe, North America and the United Kingdom
  • Supported the systems administration team with certifications, project developments and excess workflow
  • Promptly responded to property surveyor requests and reconciled expense invoices, adhering to deadlines
  • Compiled scanning materials from internal departments maintaining a daily pick-up schedule, ensuring to examine and profile legal documents, leases and invoices within the internal tracking system
  • Organised and maintained a legal documentation filing system within an internal deed safe, efficiently maintaining confidentiality and security.
  • Established and maintained effective legal document management systems, ensuring easy access to critical information for all team members.
  • Streamlined legal document management by implementing an efficient filing system, resulting in increased productivity and reduced retrieval time.
  • Improved office efficiency by streamlining legal document management processes.
  • Achieved favorable outcomes for clients by drafting persuasive legal documents and conducting thorough research.
  • Streamlined back office operations by implementing efficient filing systems and document management processes.
  • Kept detailed records of incidents and daily activities, ensuring accurate documentation for management review.
  • Provided accurate documentation of completed deliveries, streamlining administrative tasks for management staff.
  • Safeguarded sensitive company information with stringent document management protocols.
  • Safeguarded intellectual property rights through meticulous patent filing procedures and legal documentation management.

Executive Administrative Assistant

Vestcap Investment Management Inc.
11.2008 - 09.2012
  • Proactively managed the corporate email inbox and calendars of the CEO, President and Vice-President
  • Prepared wealth management proposals, financial charts and client correspondence ensuring to format and proof-read documentation prior to distribution, utilising the mail merge function
  • Managed a multi-line phone system while simultaneously acting as the first point of contact for all inquires
  • Created detailed agendas and completed minutes for confidential investment reviews and board meetings
  • Supported all staff with troubleshooting technical issues and the submission of service call requests
  • Management of office courier shipments, mail meter updates and equipment orders
  • Assisted with bookkeeping and the administration of an electronic and hard copy filing system
  • Initiated and monitored client electronic funds transfers, withdrawals, and deposits
  • Opened new client accounts ensuring to communicate with custodians to provide a superior client experience
  • Processed expense and health care claims for staff within the organisation, ensuring prompt payment
  • Completed a monthly reconciliation of all client accounts, finalising CRM database entry
  • Generated the firms marketing packages ensuring to include updated financial reviews and proposal materials.
  • Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
  • Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
  • Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Managed inventory levels for office supplies, reducing waste while guaranteeing availability when needed.
  • Handled scheduling for executive's calendar and prepared meeting agenda and materials.
  • Reviewed incoming communications for urgency or importance; prioritized correspondence accordingly for executive review or action.
  • Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
  • Managed budgets and expenses, maintaining financial records for accurate reporting and analysis.
  • Collaborated with cross-functional teams, expediting project completion times and enhancing overall efficiency.
  • Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Documented and distributed meeting notes to identify, analyze, and improve workflows.
  • Supported human resources initiatives by coordinating interviews and assisting with new hire orientations.
  • Ensured timely completion of projects by monitoring progress against deadlines, providing updates to executives as needed.
  • Streamlined office operations by implementing efficient filing systems and managing executive calendars.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Upheld strict timetables by maintaining accurate, balanced calendars.

Audit and Control Agent

Royal Bank of Canada
03.2007 - 11.2008
  • Investigated and amended general ledger, FX exchange and currency outages, utilising critical thinking and mathematical skills
  • Completed all individual daily portfolio targets and actively collaborated with team members to ensure departmental targets were met
  • Provided training and coaching to new employees within the department, creating a convivial environment
  • Maintained effective and professional communication with bank branches and dealer partners
  • Utilised extensive accounting software applications such as On-Demand, Siebel, Iris, Application Launch Pad, and PeopleSoft.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
  • Cultivated strong relationships with industry professionals, leveraging connections to generate referrals and new business opportunities.
  • Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.

Education

Bachelor of Science - Business Administration

University of The People
California, United States of America

Associate Degree - Social Service Worker

George Brown College
Toronto, Canada

Skills

  • Propensity to set priorities based on comparative importance and urgency, assess situations to determine risks and make clear decisions in the best interests of the team and organisation
  • Strong leadership skills with an exemplified ability to build effective relationships to enhance team collaboration and client experience
  • Capacity to determine strategies to move the organisation forward, set goals, implement action plans and evaluate processes to achieve results
  • Aptitude to manage multiple projects with superb accuracy, effectively meeting deadlines with quality deliverables
  • Highly proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook), ServiceNow, Salesforce, CRM database, Peoplesoft, Concur and team collaboration tools such as WebEx, Skype, Microsoft Teams, Zoom
  • Meticulous attention to detail

Websites

Accomplishments

  • Planned corporate meetings, lunches and special events for groups of [Number]+ employees.
  • Created detailed expense reports in excess of $[Amount], including currency exchanges.
  • Documented and resolved [Issue] which led to [Results].
  • Achieved [Result] through effectively helping with [Task].
  • Collaborated with team of [Number] in the development of [Project name].
  • Achieved [Result] by completing [Task] with accuracy and efficiency.

Leadership Experience

  • Deloitte Indigenous Allies Community, Committee member and Ontario Events Lead, 12/2021, Present, Providing support to the Indigenous Senior Specialist with seminars to deliver corporate education on First Nations topics to thousands of employees.
  • Sentry Investments Social Committee, Committee member, 12/2015, 02/2018, Assisted with the planning and execution of all corporate social events, including quarterly, monthly and weekly planning discussions, ensuring to adhere to established budgets.
  • Sentry investments Health and Safety Committee, Committee member, 12/2015, 02/2018, Assisted with the scheduling of monthly meetings to address health and safety concerns within the organisation, providing additional follow up and implementation of action items.
  • Sentry Investments Fire and Safety Committee, Committee member, 12/2015, 02/2018, Assisted with regular fire drills and training, acting as the first point of contact for staff members to ensure safe exit from the skyscraper during exercises and emergencies.
  • Event Facilitator, National Sales Conference, Sentry Investments, 09/2015, Assisted with the educational seminars, day and evening programming, conference preparation and post-conference follow up., Received positive feedback from the c-suite team regarding my facilitation and the client feedback indicated the trip was a success.

Professionaldevelopmentcourses

  • Diversity and Inclusion in Global Enterprise
  • Managing Your Time
  • Building Self-Confidence
  • Communicating with Diplomacy and Tact
  • Making Quick Decisions - Decisions in Context
  • The Six Biases of Decision-Making
  • Defining and Achieving Professional Goals
  • Conflict Resolution Foundations

Teflcertification

In Progress

Volunteer Experience

  • TutorMate, Online tutor, 12/2021, Present, Providing weekly online tutoring sessions for children specialising in reading, spelling and grammar.
  • Kensington Hospice, 08/2017, 03/2020, Provided front desk reception, ensuring to always warmly greet patrons visiting their loved ones receiving end-of-life care., Completed administrative paperwork and scheduled patient appointments with the intake residential care nurse, ensuring to maintain patient confidentiality., Notified medical staff of medication deliveries and patient and/or family requests., Provided friendly visits with patients who wished to have interaction., Scheduled facility tours for new patients and/or their families when requested., Kitchen services provided which included distributing daily menus, taking patient food orders, preparing delicious meals and arranging assistance with feeding when needed., Regular maintenance of the kitchen, pantry and supply room, ensuring to meet health and safety requirements by regularly sanitising, checking expiration dates and maintaining temperature logs., Communicated with end-of-life service providers when asked by the medical staff, ensuring to turn off all electronics, unplug phones, and organise staff in a silent procession in a celebration of life.
  • Believe to Achieve Organisation, 08/2017, Assisted with the preparation and distribution of food, fun activities and awards for historically underserved youth within an inner-city community experiencing significant social issues.
  • Edinburgh Sick Kids Friends Foundation, 09/2012, 08/2014, Event marshal and volunteer for several events across Edinburgh for The Sick Kids Friends Foundation, which included the Teddy Toddle, Edinburgh Kilt Walk and Edinburgh Marathon Festival.
  • Picton Picture Fest, Assistant Coordinator, 07/2011, Assistant Coordinator of Picton Picturefest, a film festival and youth retreat which consisted of four days of film viewings and workshops, with an emphasis on youth education and community engagement.
  • Cabbagetown Community Museum, Museum Docent, 05/2010, 10/2010, Greeted patrons and provided family friendly, interactive and educational tours regarding the history of Toronto and Cabbagetown.
  • Stirling Festival Theatre, Theatre usher, 01/2008, 01/2010, Greeted patrons and assisted them to their designated seat.
  • Dignitas International, 07/2007, 07/2011, Fundraiser and participant in the Race for Dignity Challenge, with the goal of improving global health and reducing medical impacts on marginalised peoples in underserved communities.

Hobbies and Interests

  • Hiking
  • Pilates
  • Cooking
  • Travel
  • Reading
  • Volunteering
  • Gardening

Languages

English
Native or Bilingual
French
Elementary
Spanish
Elementary

Timeline

Executive Assistant, Technology, Consulting

Deloitte
02.2018 - Current

National Sales Executive Assistant

Sentry Investments
10.2014 - 02.2018

Financial Analyst

SL Capital Partners
07.2013 - 08.2014

Legal Document Management

Standard Life Investments
12.2012 - 07.2013

Executive Administrative Assistant

Vestcap Investment Management Inc.
11.2008 - 09.2012

Audit and Control Agent

Royal Bank of Canada
03.2007 - 11.2008

Bachelor of Science - Business Administration

University of The People

Associate Degree - Social Service Worker

George Brown College

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Kimberly Thompson