Summary
Overview
Work History
Education
Skills
Languages
Timeline
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LAURA SHARPE

Calgary,Canada

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

7
7
years of professional experience

Work History

Investment Advisor

RBC
06.2022 - Current
  • Guide individuals and/or businesses through complex financial scenarios.
  • Provide call center support to the public and customers.
  • Offer sound advice, and optimal banking solutions.
  • Update and modify clients personal and financial information as requested.
  • Help ensure customers make informed financial decisions.
  • Built strong relationships with clients, and helped them drive profitable growth.
  • Escalate issues to supervisor in a timely manner when/if needed.
  • Build good rapport and relationships with members throughout their financial journey.
  • Providing exceptional and meaningful financial advice and solutions such as personal/business accounts, credit cards, loans/lines of credit, overdraft protection, mortgages and investments to meet the clients' needs.

Customer Service Representative

Cargill
11.2021 - 06.2022
  • Perform complex administrative and clerical tasks in support of improvement projects and commitments (Contract and settlements).
  • Process dealer and vendor transfers, bill the customer and record each transaction in a database.
  • Research and respond to email and telephone inquiries.
  • Create, modify credit memos, and debit memos with accounts payable department.
  • Process daily cash and payment reconciliations for accounts receivable and accounts payable.
  • Inform customers about billing status, invoices and other standard information needed.
  • Maintain accurate customer forecasts, as well as other databases related to shipments and inventory management.
  • Handle complex clerical, administrative support to assist Territorial Managers
  • Manage TM’s inventory records and replenish stock as needed

Court Clerk

Manitoba Justice
01.2021 - 11.2021
  • Performed clerical and administrative duties including data entry, handling inquiries on the phone/in-person and preparing/processing complex detailed documentation.
  • Worked in a court or related legal environment, completed courtroom documentation.
  • Recorded and monitored court trials and proceedings
  • Call witnesses to the stand and swear them in, administer an oath or affirmation.
  • Ensured everyone is present (the parties, lawyers, stenographer, interpreter, etc.).
  • Worked closely with the corrections Sheriff and Police staff
  • Recorded the decision to draft the judge’s order (if the judge imposes a sentence).
  • Completed the administrative tasks related to the file; and filed the documents related to the case.
  • Collected documents and exhibits (evidence) the lawyers want to present in court.
  • Coordinated with lawyers from crown and defense regarding available trial dates and times.

Municipal Affairs - Administrative Assistant

Government of Alberta
02.2018 - 12.2020
  • Purchased materials, supplies and processed P-card, expense reports and invoices.
  • Coordinated travel arrangements, processes expense claims and took meeting minutes as required.
  • Proofread and format official office documents and correspondence.
  • Managed the calendar of the Director and other staff, coordinated meetings, and booked boardrooms.
  • Provided leadership, advice, and guidance to staff on general office procedures and processes.
  • General office management including maintaining and ordering supplies, office equipment, coordinating financial submission.
  • Reviewed AR’s (action request) to ensure compliance with Assistant Deputy Minister Office style and formatting guidelines.
  • Prepared Reports and statistics for monthly/quarterly/annual internal reporting.
  • Supported assessment advisors in accurately completing briefing notes, letters, memos, reports and ministerial order correspondents.

Education

Diploma - Business Administration

Sheridan College
Brampton, ON

Diploma - Medical Office Administration

CDI College
Brampton, ON

Diploma - Accounting and Payroll Administration

Global College
Calgary, AB

Skills

  • Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, Sage 50, Quickbooks Zoom and Teams), Chrome, ERP systems, IMAGIS, SAP, SharePoint, Exclaims, Salesforce and other Window-based programs
  • Detail-oriented and highly organized with exceptional time management skills
  • Experience dealing effectively with the different buildings, industrial, infrastructure, water and project finance sectors
  • Excellent cash handling, database management and record keeping
  • Capable of remaining calm, courteous, and professional while dealing with stressful situations
  • Good communication, excellent problem-solving and active listening skills
  • Able to work within tight deadlines while ensuring quality of work and accuracy
  • Capable of dealing with confidential information while interacting with all levels of the organization
  • Able to effectively contribute and work in a fast-paced team environment

Languages

English
Native or Bilingual
French
Limited Working

Timeline

Investment Advisor

RBC
06.2022 - Current

Customer Service Representative

Cargill
11.2021 - 06.2022

Court Clerk

Manitoba Justice
01.2021 - 11.2021

Municipal Affairs - Administrative Assistant

Government of Alberta
02.2018 - 12.2020

Diploma - Medical Office Administration

CDI College

Diploma - Business Administration

Sheridan College

Diploma - Accounting and Payroll Administration

Global College

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LAURA SHARPE