Nikolina Guja
Calgary,Canada
Summary
Experienced administrative professional with 10 years of expertise in executive support and administrative management. Specializes in compliance management and financial reporting, with a track record of improving executive availability for strategic planning and streamlining document retrieval processes through organizational enhancements. Thrives in fast-paced environments and excels at managing high-volume workloads effortlessly.
Overview
17
17
years of professional experience
Work History
Executive Assistant
The Intelligent Financial Group Ltd
03.2015 - Current
- Processed investment and insurance applications, transactions, and related tasks while adhering to compliance rules and regulations
- Ensured industry privacy and compliance standards are being followed, prioritizing safety and confidentiality of information
- Updated company records for compliance-related data
- Organized and maintained clients’ data
- Created data to assist advisor with new leads and follow up on the existing contracts
- Developed tracking sheets to help advisor service each client with planned strategy
- Updated licensing credentials, licenses, and all related follow-up with partner companies
- Prepared payrolls and remittance reports
- Completed company’s expenses and reconciliation of credit cards on a monthly basis
- Performed general administrative duties, provided administrative support, ensured all information is up to date
- Set up meeting invitations, organized online meetings
- Additional duties during tax season included tax preparation, collecting, and updating tax files for individuals and small businesses
- Increased advisor’s availability for strategic planning through enhanced prioritization and delegation
- Reduced document retrieval time by 60% by organizing and digitizing executive files
- Supplied office with required working materials
Administrative Assistant
Benefit Planners Inc
06.2019 - 01.2020
- Assisted in group marketing efforts and client renewals
- Facilitated the proactive administration of the client renewal process
- Prepared clients’ files, organized documents, maintained detailed notes for follow-ups
- Prepared and processed documentation for transactions, new business, meetings
- Managed CEO’s calendar and set up appointments
- Performed general office duties
Inside Sales Associate, D2D
B.net/VIPnet
01.2008 - 02.2015
- Coordinated small team of D2D sales advisors
- Developed educational materials and delivered ongoing presentations to D2D agents and network construction technicians
- Assisted in developing educational platform for future agents (booklets, presentations, tracking sheets)
- Coordinated collaboration between agents and technician on field and collaboration between marketing team and agents in the office
- Gathered daily and weekly data reports from agents for a weekly presentation to Senior Management
- Tracked performance and data using internal CRM and proposed new leads strategies
- Gathered, assembled and prepared new business and upgrade requests received from agents
Education
B.Sc. - Science, Eng. Geology
University of Zagreb
Life Insurance and Annuity - undefined
Business Career College
Tax Professional Certification - undefined
H&R Block Academy
Certificate - Medical Terminology
Robertson College
Skills
- Attention to Detail
- Digital Proficiency
- Team Leadership and Mentorship
- Problem-Solving
- Executive Support
- Administrative Management
- Payroll
- Financial Reporting
- Compliance Management
- Privacy Management
- Data and Document Management
- Financial Transactions & Processing
LANGUAGES
English - Proficient
Italian - Intermediate
Accomplishments
- Your Achievement
- Describe what you did and the impact it had.
Timeline
Administrative Assistant
Benefit Planners Inc
06.2019 - 01.2020
Executive Assistant
The Intelligent Financial Group Ltd
03.2015 - Current
Inside Sales Associate, D2D
B.net/VIPnet
01.2008 - 02.2015
Life Insurance and Annuity - undefined
Business Career College
Tax Professional Certification - undefined
H&R Block Academy
Certificate - Medical Terminology
Robertson College
B.Sc. - Science, Eng. Geology
University of Zagreb
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