Tania Heal
New Glasgow,Canada
Summary
To obtain employment to further my education and career.
Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Professional office support specialist with extensive experience in administrative functions and office management. Known for reliability and adapting to dynamic work environments. Excellent organizational abilities and collaborative mindset ensure seamless team operations and goal achievement.
Motivated professional with extensive experience in customer service, sales and administrative tasks.
Overview
29
29
years of professional experience
Work History
Standalone Advisor
Heal Financial Solutions
11.2019 - Current
- Designed and integrated electronic file management systems, enhancing accessibility and organization of documents.
- Managed appointment coordination to ensure effective time utilization and systematic organization.
- Analyzed client financial needs to recommend tailored solutions and optimize investment strategies.
- Developed comprehensive financial plans to enhance clients' wealth management and achieve their goals.
- Collaborated with cross-functional teams to streamline processes and improve client service delivery.
- Provided ongoing support in managing client accounts, ensuring compliance with industry regulations and standards.
- Mentored junior advisors on best practices in client relationship management and financial analysis techniques.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Enhanced advisor skills and knowledge through continuous professional development program, elevating service quality.
- Conducted market research to identify trends and inform strategic decision-making for clients' portfolios.
- Implemented process improvements that increased efficiency in financial reporting and client communications.
- Facilitated workshops to educate clients on financial literacy, enhancing their understanding of investment options.
Sales Associate
MacDonald Financial - SunLife Financial
02.2009 - 11.2018
- Assisted clients in navigating health and wellness options. Supported sales teams in promoting travel packages. Aided in managing customer inquiries regarding life insurance products.
- Assisted individuals in developing personalized retirement strategies. Supported clients in understanding retirement savings options. Guided participants through the retirement planning process.
- Assisted clients in organizing estate documents and planning for future needs. Supported families in understanding estate laws and regulations. Facilitated communication between clients and legal professionals.
- Administered group insurance programs to ensure comprehensive coverage for employees.
- Assisted clients in identifying financial products that meet their needs
- Provided support during client onboarding, ensuring compliance with company policies
- Processed transactions accurately while maintaining a high level of customer service
- Resolved client inquiries efficiently, fostering long-term relationships
- Participated in training sessions to improve product knowledge and sales techniques
- Educated customers on investment options and insurance services offered
- Maintained up-to-date knowledge of market trends and financial regulations
Advisor Assistant - Office Administrator
MacDonald Financial
06.2006 - 11.2015
- Oversaw customer support initiatives to elevate service quality and responsiveness. Developed strategies to enhance customer engagement and retention. Trained team members on best practices for effective service delivery.
- Provided technical assistance for printers and cameras to ensure optimal functionality.
- Assisted in preparing financial documents and reports for client meetings.
- Coordinated scheduling and logistics for client appointments and events.
- Managed client correspondence, ensuring timely responses to inquiries.
- Maintained accurate client records using financial management software.
- Supported senior advisors in developing tailored financial strategies for clients.
- Streamlined administrative processes to improve overall efficiency in the office.
- Trained new staff on operational procedures and tools used within the firm.
- Supported advisors during client meetings, taking detailed notes and preparing necessary materials beforehand.
- Established trust with clients through consistent communication and updates on their financial progress.
Department Manager - House wares, Small Appliance, & Furniture
Wal-Mart
08.2003 - 06.2009
- Conducted regular inventory assessments to guarantee accuracy and adequacy of stock for all departments.
- Coordinated cross-departmental customer service efforts to ensure consistent support and resolution.
- Achieved improved pricing accuracy through diligent monitoring of market fluctuations. Enhanced revenue by optimizing markup and markdown strategies. Delivered actionable insights on pricing adjustments to drive sales performance.
- Managed the movement of materials by lifting 40 lbs and transporting 80 lbs to ensure timely project completion.
- Led team in achieving operational goals and enhancing customer satisfaction through effective management strategies.
- Streamlined inventory management processes, optimizing stock levels and reducing discrepancies.
- Developed training programs for staff, improving employee performance and retention rates.
- Implemented cost-saving initiatives, contributing to overall departmental budget efficiency.
- Monitored sales performance metrics, identifying trends and adjusting strategies accordingly.
Hewlett Packer Technical Support for All-In-One Printers
EDS Port Hawkesbury
11.2003 - 08.2005
- Oversaw customer support initiatives to elevate service quality and responsiveness. Developed strategies to enhance customer engagement and retention. Trained team members on best practices for effective service delivery.
- Provided technical assistance for printers and cameras to ensure optimal functionality.
- Operated packing machinery efficiently, ensuring adherence to safety protocols.
- Packaged products accurately, maintaining quality standards throughout the process.
- Collaborated with team members to optimize workflow and enhance productivity.
Administrative Assistant
MTT Mobility/Aliant Wireless Project
09.1999 - 12.2000
- Oversaw scheduling of appointments, meetings, luncheons, seminars, and workshops to optimize team collaboration. Directed travel arrangements and facilitated conference call meetings. Managed logistics for catering, equipment, and meeting materials to ensure seamless execution.
- Facilitated accurate record-keeping of discussions and decisions made during all meetings.
- Managed project plan updates while maintaining consistent correspondence via email, voicemail, phone, and fax to support project objectives.
Customer Service Representative
Convergys Dartmouth - AT&T Mobility
11.1998 - 08.1999
- Resolved cellular phone inquiries and delivered comprehensive support to enhance customer experience.
- Resolved customer billing inquiries and technical issues, enhancing customer satisfaction. Improved service delivery through effective collaboration with team members. Addressed product-related challenges, contributing to streamlined operations.
Administrative Assistant and Recording Secretary
NSPS LTD Plan Trust Fund
08.1997 - 09.1998
- Oversaw transcription of handwritten notes to ensure precise documentation. Coordinated communication with public government departments, chairs, and trustees to facilitate effective information exchange.
- Coordinated logistics to ensure prompt delivery of cheques and critical medical documents.
- Oversaw the management of new claims to ensure timely updates of files. Coordinated the preparation and distribution of approval packages and CPP forms.
- Oversaw the scheduling of medical appeal hearings, managing all aspects of dates, times, and venues. Directed the coordination of appointments, luncheons, seminars, and workshops to enhance organizational efficiency. Managed travel logistics and orchestrated conference calls and meetings, optimizing the distribution of catering, equipment, and meeting materials.
Administrative Assistant
IAO Sentinel Underwriting
03.1998 - 1999
- Executed data entry of home inspection results into database to enhance inventory control accuracy.
- Executed daily office operations, including mail organization and document photocopying.
- Facilitated communication with insurance companies across the Maritimes.
- Managed scheduling and coordination of meetings for project stakeholders.
- Assisted in preparing project documentation and reports, ensuring accuracy and completeness.
- Supported communication between teams, facilitating information flow and collaboration.
- Organized project files and maintained document management systems for easy access.
- Executed data entry tasks with attention to detail, improving database accuracy.
- Coordinated travel arrangements for team members, optimizing logistics and costs.
Education
Expert in Minute Taking
Dynamic Learning Inc.
Halifax, NS01-1999
Administrative Assistant - When Boss is away
Skill Paths Seminar
Halifax, NS01-1999
Completed Super host Course - Travel & Tourism Program
Scotia Career Academy
Lower Sackville, NS01-1997
High School Diploma -
Dr. John Hugh Gillis Regional High School
Antigonish, NS01-1996
Skills
Delivered exceptional customer service and IT support over 30 years, ensuring efficient problem resolution and user assistance
Specialized in data processing for 30 years, optimizing workflows and enhancing data integrity
Maintained exceptional typing skills with a speed of 110 words per minute, contributing to efficient document processing
Cultivated long-term client relationships over 20 years, delivering tailored financial solutions and strategic investment advice
Time management
Critical thinking
Analytical thinking
Written communication
Reference Letter
1999-08-09, To Whom It May Concern: Re: Tania I. Heal It is with pleasure that I provide this letter of reference for Tania Heal. Tania has worked full-time for the NS Public Service Long term Disability Plan since 1998-10-05 as Administrative Assistant, and she worked here on part-time basis prior to that, beginning 1998-08-01. She filled this role on a temporary full-time basis, as the result of a maternity leave vacancy, which concludes today. Her departure in no way reflects negatively upon her performance. Considering Tania's formal training lies in the Hospitality industry she has performed admirably in a very busy, high volume senior secretarial position in a two-person office. She has the ability to complete her tasks in a timely and polite fashion. She is organized in her work, making use of BF files. She is also very talented with the use of most computer programs and is an excellent troubleshooter. She learns quickly and makes good use of any idle time available to her. Tania has always been willing to work on any project assigned to her, such as the design of this letterhead, and contributes without effort. I strongly believe that Tania will be considered an asset to any organization she joins, and I recommend her to you for any appropriate position you have available. Please do not hesitate to contact me directly if you would like to discuss her qualifications and characteristics further. Sincerely, Colleen J. Ryan, MBA Coordinator, LTD Benefits
Timeline
Standalone Advisor
Heal Financial Solutions
11.2019 - Current
Sales Associate
MacDonald Financial - SunLife Financial
02.2009 - 11.2018
Advisor Assistant - Office Administrator
MacDonald Financial
06.2006 - 11.2015
Hewlett Packer Technical Support for All-In-One Printers
EDS Port Hawkesbury
11.2003 - 08.2005
Department Manager - House wares, Small Appliance, & Furniture
Wal-Mart
08.2003 - 06.2009
Administrative Assistant
MTT Mobility/Aliant Wireless Project
09.1999 - 12.2000
Customer Service Representative
Convergys Dartmouth - AT&T Mobility
11.1998 - 08.1999
Administrative Assistant
IAO Sentinel Underwriting
03.1998 - 1999
Administrative Assistant and Recording Secretary
NSPS LTD Plan Trust Fund
08.1997 - 09.1998
Expert in Minute Taking
Dynamic Learning Inc.
Administrative Assistant - When Boss is away
Skill Paths Seminar
Completed Super host Course - Travel & Tourism Program
Scotia Career Academy
High School Diploma -
Dr. John Hugh Gillis Regional High School
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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