Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lydia M. Anber

St-Lazare

Summary

I am looking for a permanent position, where I may expand on my knowledge learnt from previous jobs and experiences. I am quick to learn and extremely adaptable to any situation. I have diverse experience in an administrative and executive capacity, and my past 15 years working for several large financial institutions has taught me the importance and benefits of teamwork. I can assure you that I would be an asset to your team, and that my determination, diversity, positivity, and excellent work ethic will be valued by your organization.

Overview

14
14
years of professional experience

Work History

Operations Coordinator / Office Manager

Zagari-Simpson & Associates
04.2021 - 08.2024
  • Administrative Duties & Social Media updating
  • Client communication and meeting bookings – client Coordinator
  • Liaison between Investors and the clients / triage client needs
  • Coordinate all in-house presentations, catering and event planning
  • Maintain all orders and supplies for all advisors and office team
  • Led successful projects from conception to completion, achieving objectives on time and within budget constraints.
  • Developed strong relationships with clients, maintaining open lines of communication to promote loyalty and retention.
  • Ensured compliance with industry regulations, keeping accurate records and managing audits as required.
  • Enhanced customer satisfaction by resolving issues in a timely manner and providing exceptional support.
  • Contributed to the development of departmental policies and procedures ensuring consistency across the organization.

Administrative Assistant to the Martel / Painchaud Team

Assante Capital Management Inc.
09.2018 - 01.2021
  • Administrative duties –
  • Client calls and meeting bookings – client Coordinator
  • Daily trades and account balances – losses or gains
  • Opening of accounts and depositing of funds (large and small accounts)
  • Client calls and meeting bookings – client Coordinator
  • Liaison between Investors and the clients / triage client needs
  • Insurance Administrator – New and Inforce business
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.

Administrative Assistant to the Estate Specialist

RBC Dominion Securities
05.2015 - 07.2017


  • Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
  • Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
  • Improved document processing speed by introducing automated templates for routine correspondence.
  • Quick response in Underwriting process, follow through and completion of all new policies.
  • Facilitate all policy deliveries and finalization.
  • Precise follow-ups with Insurance carriers for all clients in Underwriting phase.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.

Administrative Assistant, Reception & Branch Support

BMO Nesbitt Burns
11.2010 - 05.2015
  • Administrative assistance and Branch support to McGill Branch (70 Brokers, 30 assistants)
  • Opening of new accounts, compliance issues and legal qualifications
  • Supported Divisional Manager and President in administrative tasks.
  • Organizing and filing of all Branch and Executive files
  • Verification of all accounts before submitting to head office
  • Back-up Receptionist and Corporate liaison between clients and Brokers
  • Main contact for ordering and organization of office supplies, advertising pamphlets and all documents sent to clients.
  • In charge of all copies and confidential documents mailed to clients.
  • Main contact between clients and assistants when referred to Nesbitt Burns.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.

Education

Bachelor’s degree - Applied Human Science- Major in Leisure Sciences, Minor in Therapeutic Recreation

Concordia University
Montreal, QC
01.2010

DEC - Social Sciences, Major & Specialization in Early Childhood Education, Minor in Austism Spectrum

Dawson College
01.2008

Skills

  • Scheduling management
  • Process implementation
  • Supply ordering
  • Administrative management
  • Employee database management
  • Operations management
  • Financial administration

Languages

English
Native or Bilingual
French
Native or Bilingual
Spanish
Professional Working

Timeline

Operations Coordinator / Office Manager

Zagari-Simpson & Associates
04.2021 - 08.2024

Administrative Assistant to the Martel / Painchaud Team

Assante Capital Management Inc.
09.2018 - 01.2021

Administrative Assistant to the Estate Specialist

RBC Dominion Securities
05.2015 - 07.2017

Administrative Assistant, Reception & Branch Support

BMO Nesbitt Burns
11.2010 - 05.2015

DEC - Social Sciences, Major & Specialization in Early Childhood Education, Minor in Austism Spectrum

Dawson College

Bachelor’s degree - Applied Human Science- Major in Leisure Sciences, Minor in Therapeutic Recreation

Concordia University

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Lydia M. Anber