Terri Welsh
Comox,Canada
Summary
Detail‑oriented and resourceful administrative professional with over 15 years of experience in real estate operations, office management, personal assistance, and marketing support. Skilled in managing busy calendars, organizing complex office workflows, coordinating travel, handling confidential correspondence, and providing proactive personal and executive‑level assistance. Adept at multitasking, anticipating needs, and streamlining processes to enhance efficiency for both office teams and individual professionals. Known for strong communication, impeccable organization, and a solutions‑focused approach that supports smooth daily operations.
Overview
33
33
years of professional experience
Work History
Office Manager & Personal/Administrative Assistant
RE/MAX Ocean Pacific Realty
Comox, Canada
09.2009 - Current
- Provide comprehensive office and personal assistant support to brokerage leadership, including calendar management, appointment scheduling, and travel coordination.
- Maintain paper and electronic filing systems, route documents, handle incoming messages, and manage daily mail workflows.
- Coordinate phone and email correspondence, ensuring prompt communication with clients, vendors, and partners.
- Prepare weekly market reports and assist agents with property research and client updates.
- Maintain accurate property listings, contracts, disclosures, and closing documents.
- Oversee CRM data entry and lead management, improving follow‑up efficiency and client tracking.
- Build and maintain professional relationships with clients, agents, lenders, and legal professionals.
- Collaborate on design and production of marketing materials with agents, vendors, and designers.
- Manage company social media accounts, online content updates, and engagement tracking.
- Support marketing campaign execution, ensuring brand consistency and timely delivery.
- Assist with planning and logistics for open houses, client appreciation events, and community initiatives.
- Create newsletters and office updates to improve communication and engagement.
- Identify opportunities to improve daily workflows, communication, and recordkeeping systems.
Owner
Multitasking Ninja
Courtenay, Canada
07.2018 - 09.2023
- Provided customized support services to clients, including:
- Social Media Management
- Graphic Design & Promotional Materials
- Event Planning
- Life Organization & Personal Task Coordination
Credit Manager
Wells Fargo
Courtenay, Canada
04.2008 - 06.2010
- Conducted credit appraisals, document verification, and loan/mortgage approvals.
- Evaluated customer creditworthiness and risk factors to support sound lending decisions.
- Balanced sales targets with credit policies to minimize risk and support growth.
- Managed cash flow, departmental costs, and regulatory compliance.
Store Manager
Mark’s Work Wearhouse
, Canada
08.1992 - 03.2008
- Built strong customer relationships to increase satisfaction and loyalty.
- Developed and facilitated employee training and mentoring programs.
- Created and managed staff schedules based on service and sales needs.
- Collaborated with regional marketing teams on promotions, campaigns, and community events.
- Oversaw budgeting, financial reporting, and performance analysis.
Education
Associate of Arts: BA - General
University of New Brunswick
Saint John, NBHigh School Diploma -
Kennebicasis Valley High School
Quispamsis, NBSkills
- Real Estate Transaction Coordination
- CRM & Database Management
- Calendar & Email Management
- Document Preparation & Filing Systems
- Client Communication & Support
- Personal Assistant Support & Household Task Coordination
- Market Research & Trend Analysis
- Social Media Management & Content Creation
- Marketing Campaign Coordination
- Event Planning & Logistics
- Professional Correspondence
- Newsletter Design & Email Marketing
- Travel & Appointment Coordination
- Microsoft Office Suite & Google Workspace
- Zoom & Virtual Meeting Coordination
- Data Entry & Recordkeeping
References
Available upon request.
Timeline
Owner
Multitasking Ninja
07.2018 - 09.2023
Office Manager & Personal/Administrative Assistant
RE/MAX Ocean Pacific Realty
09.2009 - Current
Credit Manager
Wells Fargo
04.2008 - 06.2010
Store Manager
Mark’s Work Wearhouse
08.1992 - 03.2008
Associate of Arts: BA - General
University of New Brunswick
High School Diploma -
Kennebicasis Valley High School