SUSANA E. FELGUEIRAS
Calgary,Canada
Summary
Engaged Administrative Assistant/Business Coordinator with a proven track record over 24 years, providing exceptional service and support in the Financial, Legal and Medical (Dental) industries. Fully transferable skill set to the any industry with a keen focus on attention to detail and organization. Well versed in privacy and discretion and an expert in effective multitasking with a natural curiosity to lean in and solve problems. Excellent interpersonal and communication skills with a self-motivated work ethic. Believes producing quality work is a direct reflection of personal character and the firm. Dependable and quick-learning team player. Excellent with technology and always willing to learn and evolve with the needs of the business. Strive to be the best version of myself and understand the greatest asset of any business is its people. Described as very likeable, easy going, a great sense of humour and fun to be around. Appreciates and embraces the diversity of teammates. Has
the DNA, tenacity, and can-do attitude to be a successful teammate. Willing to support the team in any capacity with a deep understanding of the importance of maintaining a professional appearance and demeanor.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Coordinator
ATB Financial
11.2022 - Current
- Provided Cross Functional Support to U&SS Central Underwriting and PM team in Capital Markets, fostering collaboration and streamlined processes.
- Served as a Salesforce Change Champion, facilitating user adoption and maximizing platform efficiency.
- Actively participated in the EAP - 5th Floor Social Committee, contributing to a positive and engaging workplace environment.
- Enhanced team productivity by organizing regular meetings, setting clear goals, and providing necessary resources.
- Delivered exceptional customer service by promptly addressing concerns, maintaining strong relationships with my team and leaders.
- Coordinated all tech equipment and programs for new employees, resulting in setting the up for success.
- Supported my leaders with expense reports
- Successfully planned and executed the annual All Leaders meeting in June and our quarterly Senior Leaders Meeting
- Live and Breathe my ATB ID's
Administrative /Assistant Office Manager
Living Wellness Dorchester
10.2009 - 11.2022
- Managed schedules of 6 providers simultaneously
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Conduit between clients and office providing both general and granular details, to ensure smooth client experience.
- Generated reports and typed letters with accuracy of language, flow and readability.
- Direct liaison for general office needs including IT and office infrastructure support
- Coached new employees on administrative procedures, company policies and performance standards.
- Recorded expenses and maintained accounting records.
- First point of contact to triage all client concerns or feedback.
- Head of "Birthday" Committee
- Executed record filing system to improve document organization and management.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Drafted agendas, recorded minutes and created documents for meetings.
Education
High School Diploma -
Father Lacombe High School
Calgary, ABSkills
- Initiative-Driven
- Meeting Organization
- Willingness to Embrace Change
- Expense Management
- Cross-Functional Collaboration
- Employee onboarding
- Enthusiastic Approach
- Analytical Problem Solving
- Interpersonal skills
- Continuous improvement
- Effective Communicator
- Ensure Data Privacy Compliance
- Committed to Professional Excellence
Certification
Client Mindset: Turning Problems into Possibilities- Develop U
The Art of Women in Leadership Conference2024
Digital Literacy - Develop U
Salesforce - Develop U
ATB Everywoman Women in Business Accreditation Program - W@ATB
Communicating with Impact - ATB Business Academy
Interior Decorating Certificate - Mount Royal University
Lash Extension Maven - Hot Lashes School For Extensions
CURIOUS COOK, F1 ENTHUSIAST, SUB-PAR GOLFER, AVERA
Things that make me happy are: Cooking extensive meals for my family, golfing with my husband, riding my bike, watching F1 on Sundays and channeling my energy into anything creative. Current personal challenges are working through a Certificate in Interior Decorating with a 4.0 average, making a meal for my family based on the host country of the weekly-ish F1 race, and being the best person I can be.
Quarterly Every Day Hero Award Winner
August 2023
May 2024
August 2024
Timeline
Business Coordinator
ATB Financial
11.2022 - Current
Administrative /Assistant Office Manager
Living Wellness Dorchester
10.2009 - 11.2022
High School Diploma -
Father Lacombe High School
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