Servus Credit Union

Executive Assistant

Federation of Alberta Gas Co-ops Ltd.

Managed scheduling for Executive Director/CEO, including agendas, mail, email, phone calls, client supervision, and other company logistics. Oversaw senior executives’ travel arrangements related to accommodations, transportation, and meals. Provided administrative and office support, such as calendar management, spreadsheet development, faxing, and maintenance of filing system/contacts database. Created and approved budgets and capital expenditures by senior management.

Executive Assistant and Finance Coordinator

Alberta Investment Management Corporation (AIMCo)

Utilized advanced software to prepare/format documents, reports, and presentations for CIO and CISO. Supported teams under CIO and CISO in implementing various tasks, such as using internal investment systems to craft and verify performance, attribution, exposure, and risk reports based on client requirements. Provided effective recommendations to maximize efficacy, timeliness, and dependability of reporting processes and client interactions through continuous improvements. Assisted with projects across various departments.

Executive Assistant to Chief Investment Officer and Chief Investment Strategy Officer

CIBC

Offered professional suggestions on investment opportunities, products, and services according to all clients’ needs as well as mentored clients on various financial matters. Administered sales fundamentals, client relationship strategy, and financial modeling to build loyalty and trust between customers and business.

Financial Services Representative

Husky Energy

Reviewed/organized financial documents, processed data by coding accounting entries, and submitted receipts/payments in line with all corporate protocols on daily basis. Maintained accuracy and issued financial statements by performing proactive month end, quarterly, and year-end processes.

Book Keeper

Scotiabank

Addressed customer inquiries by communicating financial information effectively and professionally. Executed day-to-day customer representative duties while assisting clients in meeting banking needs on daily basis. Determined opportunities to optimize clients’ portfolios of financial instruments and services, recommending adjustments to respective experts.

Customer Service Representative

STAPLES Canada

Assisted customers with self-service machines, operated printing equipment for large-volume print jobs, and collated final print output for customers. Identified problems, run test copies, and tracked machine status.

Copy and Print Associate

Financial and administrative enthusiast with a Bachelor of Business Administration focused on Financial Analysis & General Management. 

Consistent member of the non-profit sector.

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