Natalie Custodio
55 La Salle St. Breslau,ON
Don’t believe everything you think.
Byron Katie
Summary
Productive Administrative Coordinator with experience supporting projects with well-coordinated and performance-driven strategies for information and document management. Maximizes financial and operational compliance with expert knowledge. Excellent relationship-building and planning abilities.
Overview
28
28
years of professional experience
Work History
Accounting and Administrative Coordinator
OTIP (Ontario Teachers Insurance Plan)
Waterloo, Canada
03.2018 - 04.2025
- Executed month-end processes, ensuring precise financial reporting.
- Efficiently processed internal and weekly bank transfers.
- Maintained accuracy in records through Accounts Payable assistance.
- Documented discussions by preparing minutes for OTIP Investment Committee meetings.
- Provided operational support to Vice-President of Finance and Controller.
- Contributed to social committee by organizing departmental activities.
- Optimized expense tracking through effective management of corporate credit card administration.
Executive Assistant to the CFO & CSO
OTIP (Ontario Teachers Insurance Plan)
Waterloo, Canada
09.2007 - 03.2018
- Consistently triaged multiple demands while meeting deadlines in fast-paced environments.
- Ensured discretion and integrity when handling confidential information.
- Optimized time management by managing calendars for CFO, CSO, and other executives.
- Prepared materials and resources in advance to anticipate executive needs.
- Coordinated Board committee meetings for Finance, Audit, and Governance Committees effectively.
- Tracked participation accurately by maintaining attendance reports for CFO and CSO's direct reports.
- Successfully organized OTIP annual staff appreciation day alongside mandatory pension sessions.
- Provided administrative support for OTIP Corporate Giving account and corporate meetings efficiently.
Assistant to the Vice President of Finance
OTIP (Ontario Teachers Insurance Plan)
Waterloo, Canada
10.2005 - 09.2007
- Oversaw calendar management for Vice-President of Finance to facilitate efficient scheduling.
- Executed financial transactions for OTIP Charity Golf Classic, ensuring accurate record-keeping.
- Coordinated successful fundraising through money collection processes at OTIP Charity Golf Classic.
- Handled accounting responsibilities for OTIP Social Fund, focusing on precision and compliance.
- Assisted in processing monthly claims payments with Claims Accounting Coordinator to ensure timeliness.
- Performed payroll and accounting duties for Third Party Administrators of Canada, maintaining strict accuracy.
- Organized departmental activities to improve collaboration and boost team productivity.
Executive Assistant to CAO & CFO
OTIP (Ontario Teachers Insurance Plan)
Waterloo, Canada
01.2005 - 10.2005
- Served as main contact for CAO and CFO, representing organization with professionalism.
- Executed monthly expense reconciliations for two executives, maintaining precise financial records.
- Worked alongside leaders and staff to optimize operational processes throughout the organization.
- Engaged with external partners, vendors, clients, and members to address issues and coordinate events.
Assistant to the Vice President of LTD Services
OTIP (Ontario Teachers Insurance Plan)
Waterloo, Canada
03.2004 - 01.2005
- Processed long-term disability claims, including WSIB and ROE forms, with attention to detail.
- Organized meetings between OTIP and insurer for comprehensive assessment of LTD claims.
- Optimized scheduling by managing calendar for Vice President of LTD Services.
- Ensured confidentiality of highly sensitive information through professional practices.
- Assisted Vice President of LTD Services with various operational responsibilities.
- Streamlined communication among team members regarding long-term disability claims.
Education
College Diploma - Law And Security Administration
Skills
- Administrative experience
- Microsoft Excel and Office proficiency
- Organizational skills
- SharePoint expertise
- Communication skills
- Microsoft Outlook proficiency
- Computer literacy
- Claims management systems knowledge
- QuickBooks proficiency
- Customer service and support
- Time management strategies
- Windows operating system proficiency
- Analytical skills
- Data entry accuracy
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Accounting and Administrative Coordinator - OTIP (Ontario Teachers Insurance Plan)
03.2018 - 04.2025
Executive Assistant to the CFO & CSO - OTIP (Ontario Teachers Insurance Plan)
09.2007 - 03.2018
Assistant to the Vice President of Finance - OTIP (Ontario Teachers Insurance Plan)
10.2005 - 09.2007
Executive Assistant to CAO & CFO - OTIP (Ontario Teachers Insurance Plan)
01.2005 - 10.2005
Assistant to the Vice President of LTD Services - OTIP (Ontario Teachers Insurance Plan)
03.2004 - 01.2005
Conestoga College Institute of Technology And Advanced Learning - College Diploma, Law And Security Administration
Professional Experience
- Able to successfully triage multiple demands with high energy and initiative, consistently meeting deadlines in a frequently disruptive environment.
- Accustomed to working with confidential and sensitive information in a professional manner.
- Experience in reviewing long term disability claims and processing WSIB and ROE forms.
- Maintain attendance reports and track attendance for the CFO & CSO’s direct reports.
- Anticipate executive needs by looking ahead and preparing materials and resources accordingly.
- Manage the calendar of the CFO & CSO and occasionally multiple executives.
- Skilled at minute taking and maintaining action items listings.
- Provide administrative support for the OTIP Corporate Giving account by reviewing all donation requests, submitting requests for review to the Director of Corporate Affairs and Communications and being the main point of contact with the charities.
- Central contact on procedures, policies, operations and project support to both staff and leaders.
- Perform payroll and accounting duties for the Third Party Administrators Association of Canada.
- Perform all accounting duties for the OTIP Charity Golf Classic.
- Perform all accounting duties for the OTIP Social Fund.
- Perform monthly expense reconciliations for two executives.
- Responsible for all money collection at the OTIP Charity Golf Classic. Train and supervise cashiers at the auction table and provide final tally of all monies received.
- First point of contact for the CFO & CSO, professionally representing the organization.
- Liaise with leaders and staff from all areas of the organization to improve processes and ensure all business units falling under the CFO & CSO’s jurisdictions are working cohesively and efficiently.
- Work with external partners, vendors, clients and members to resolve issues/inquiries, coordinate events and maintain relationships.
- Coordinator for the OTIP annual staff appreciation day; responsible for the organization of the day’s events, including breakfast and lunch for all employees and prizes.
- Coordinator for the mandatory staff pension sessions for all employees. This includes working with Sun Life and Elective Benefit Services to arrange a date and the content to be delivered. Also managing the attendance at each session, to ensure staff attendance.
- Primary support for the OTIP annual corporate meeting; coordinating details from technology needs, catering, vendor management and on-site registration.
- Coordinator for Board committee meetings; including the Finance & Audit Committee and Corporate Governance Committee. Responsible for handling all meeting logistics, preparing meeting documents, minute taking and troubleshooting during the meetings.
References
References available upon request.