Summary
Overview
Work History
Skills
References
Highlights Of Strengths
Timeline
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Kirsten Gunns

Burlington,Canada

Summary

Dynamic and results-driven professional with extensive experience at CIBC, excelling in organizational skills and team collaboration. Proven track record in administrative coordination and problem-solving, effectively managing executive schedules and client relationships. Adept at utilizing software tools to enhance efficiency, ensuring seamless operations and high-quality service delivery.

Overview

30
30
years of professional experience

Work History

Sr. Analyst, Business Effectiveness, Canadian Banking & Capital Markets Technology BMO

CIBC
06.2022 - Current
  • Built a cohesive, strong relationship with our team to ensure requests are completed efficiently and effectively
  • Submit all onboarding / off boarding requests for multiple LOB FTEs and contingent workers including coordinating with resources and managers to ensure hardware is sent or picked up to/from home or office locations
  • Social Committee and One for Change Campaign
  • Manage priorities, show initiative and work with a minimum of supervision
  • Create and maintain multiple Line of Business Distribution Lists
  • Provide monthly CMT and DFST workforce and capacity forecast for the Office of the CIO
  • Review and approve the bi-yearly reconciliations for Non-Resident for both CBPT and WMT at CIBC Square
  • Manage requests of ordering and cancelling security passcards as well as granting access to SharePoint sites and ordering office supplies.

Executive Assistant to Vice President, Commercial Banking

CIBC
06.2013 - 06.2022
  • Built a cohesive, strong relationship with our team to ensure requests are completed efficiently and effectively
  • Update, organize and maintain the Vice Presidents business calendar
  • Submit all onboarding / off boarding for LOB contingent workers including coordinating with resources and managers to ensure tokens and hardware are sent or picked up to/from home or office locations
  • Organize all administration for the LOB’s Co-Op Program
  • Co-Chair the Commercial Banking Payment Technology Social Committee and One for Change Campaign
  • Provide administrative support to senior directors as required
  • Coordinate travel arrangements and expenses as required
  • Approve all hiring and Beeline requests on behalf of the executive
  • Approve expense reports, vacation requests, ServiceNow requests and invoices on behalf of the executive for his directs.
  • Manage priorities, show initiative and work with a minimum of supervision
  • Coordinate Townhalls, including preparing the presentation, agenda and guest speakers
  • Create and maintain Line of Business Distribution Lists

Executive Assistant to Senior Vice President, Risk Management

Gluskin Sheff & Associates Inc.
09.2010 - 05.2013
  • Acted as a key point of contact for high net worth clients and prospects, ensuring a high level of professionalism and client service
  • Introduced to and executed analyst type requests (i.e. asset mix summaries, NAVs, recommended asset mix), as deemed necessary
  • Built a cohesive, strong relationship with our team to ensure client requests were completed efficiently and effectively
  • Organized and managed daily schedules, meetings and telephone calls for the Senior Vice President, Risk- Management
  • Responded to a high volume of client calls and inquiries regarding their portfolios.
  • Responded to prospect calls and inquiries regarding our Firm and investment products.
  • Established and maintained positive relationships with clients, prospects and colleagues at all organizational levels.
  • Coordinated internal and external meetings, including the preparation of presentations, meeting agendas and minutes.
  • Established, organized and maintained a client filing system
  • Proactively tracked new account funding, delivery of documents and followed-up with clients regarding the same.
  • Coordinate COI events both internal and external
  • Coordinate travel arrangements and expenses as required
  • Create, maintain and organize all client and prospect office files

Executive Assistant / Account Administrator

Barrantagh Investment Management Inc.
12.2008 - 08.2010
  • Updated, organized and maintained the Presidents business calendar
  • Create slides and other required marketing materials for presentations
  • Coordinate travel arrangements and expenses as required
  • Prepare monthly and quarterly reports for all clients
  • Maintain superior working relationship with consultants, client and custodians
  • Prepare all necessary documentations to consultants and clients to open accounts ensuring compliance with law and regulations are being met

Executive Assistant to the Chairman And President / Portfolio Administrator

Galileo Global Equity Advisors Inc.
07.2000 - 11.2008
  • Created slides and other required marketing materials for presentations
  • Prepared all internal / external correspondence
  • Coordinated group meetings, internal and external
  • Coordinated travel arrangements and expenses as required
  • Updated, organized and maintained an extensive personal and business calendar
  • Prepared monthly and quarterly reports for all clients
  • Processed proxy voting for all clients
  • Liaised with brokers and custodians to resolve any settlement issues
  • Provided excellent customer service

Account Administrator & E.A. to the President of Private Clients

Knight, Bain, Seath & Holbrook
11.1998 - 01.2000
  • Created slides and other required marketing materials for presentations
  • Updated, organized and maintained the Presidents business calendar
  • Prepared monthly and quarterly reports for clients
  • Ensured timely settlement of trades by resolving any trade discrepancies
  • Assisted with the daily money market trading

Executive Assistant to the CEO & CFO

The Loyalty Group – AIR MILES Program
09.1995 - 11.1998
  • Composed and prepared all correspondence
  • Organized, prioritised and anticipated information requirements for business and personal activities
  • Updated, organized and maintained an extensive personal and business calendar
  • Set itineraries for all staff and overseas visitors
  • Organized off-site and internal group meetings
  • Maintained confidential records including strategic planning, budgets, financial statements, personnel changes and salaries
  • Coordinated travel arrangements and expenses as required
  • Minutes taking at Executive Board meetings

Skills

  • Self-starter and motivated problem solver
  • Organizational skills
  • Team collaboration
  • Multitasking abilities
  • Competent and innovative
  • Software proficiency
  • Administrative coordination

References

Available Upon Request

Highlights Of Strengths

  • Self Starter
  • Motivated problem solver
  • Organized
  • Team player
  • Able to multi-task
  • Competent
  • Innovative
  • Software proficient

Timeline

Sr. Analyst, Business Effectiveness, Canadian Banking & Capital Markets Technology BMO

CIBC
06.2022 - Current

Executive Assistant to Vice President, Commercial Banking

CIBC
06.2013 - 06.2022

Executive Assistant to Senior Vice President, Risk Management

Gluskin Sheff & Associates Inc.
09.2010 - 05.2013

Executive Assistant / Account Administrator

Barrantagh Investment Management Inc.
12.2008 - 08.2010

Executive Assistant to the Chairman And President / Portfolio Administrator

Galileo Global Equity Advisors Inc.
07.2000 - 11.2008

Account Administrator & E.A. to the President of Private Clients

Knight, Bain, Seath & Holbrook
11.1998 - 01.2000

Executive Assistant to the CEO & CFO

The Loyalty Group – AIR MILES Program
09.1995 - 11.1998

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