Shirley Lake
Scarborough
Summary
Energetic and organized with knack for managing schedules and multitasking in fast-paced environments. Possesses strong communication and organizational skills necessary for efficient office operations and administrative support. Committed to facilitating seamless workflow and contributing to overall team success.
Overview
9
9
years of professional experience
Work History
Unlicensed assistant
IA Private Wealth
01.2023 - Current
- Answer incoming phone calls on the main line and assist accordingly
- Order all office supplies
- Keep track of advisor's calendars
- Prepare client documentation to facilitate opening of financial accounts
- Assist clients with all requests they may have ie/ account changes, tax receipts, sending out money or answering questions about their accounts
- Assist any one of the three advisors with help they may require ie/ organizing client meetings, producing financial reports, prepping documentation
- Process client requests on iMost, Croesus, Nextrep or Fund serv
Office Manager
C3 Metals Inc
01.2020 - 04.2023
- First and main point of contact for general inquiries
- Manage executives calendars
- Arrange all business travel
- Administrative support for executives and directors, including personal and company credit card expenses
- First point of contact for all vendors, including approving invoices
- Organization of all office and social events
- Ordering all company supplies
- Organization of all company conferences and tradeshows
- Responsible for all printing needs, from branded logo to corporate deck presentations
- Organize all IT issues to be handled with IT ticketing system
- Add/remove new subscribers and send out welcome emails for new subscribers
- Facilitate the set up for new employees, such as corporate email and employee benefits plan
- Assist with due diligence for company financing
- Receive, track and report on company analytics from various marketing partners
- Set up MailChimp e-blast for all new company press releases and ensuring marketing vendors have put the releases on the company's social media and website
- Assist the corporate secretary with preparation and logistics for Board of Directors meetings
- Send out director's resolutions for signatures
New Accounts Administrator/Account Transfers
Echelon Wealth Partners
01.2016 - 01.2018
- Accurately opening all non-registered and registered accounts for effective processing of transactions
- Opening Corporate/Trusts/Institutional/Estate accounts providing complete details to assist other departments to be more efficient
- Updating and correcting pre-existing client information making the company's operation easier for processing
- Setting up EFT information on accounts providing faster service by the company
- Sending and following up on account transfers for all branches providing excellent customer service
- Ensuring all documents are signed by compliance and the BM are ready for accurate processing
- Adding and removing restrictions on accounts for faster and easier processing
- Closing and deleting inactive accounts saving time and making the company's records more accurate
- Providing excellent customer service by sending out all welcome letters and handling client on-boarding for new clients
- Handling of cleanup projects as identified by management
Education
Business
Cedarbrae Collegiate
06-1998
Skills
- Fast learner
- Time management
- Computer skills
- Attention to detail
- Calendar management
Timeline
Unlicensed assistant
IA Private Wealth
01.2023 - Current
Office Manager
C3 Metals Inc
01.2020 - 04.2023
New Accounts Administrator/Account Transfers
Echelon Wealth Partners
01.2016 - 01.2018
Business
Cedarbrae Collegiate
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