Leticia Brits

Detail-oriented and results-driven professional with over 15 years of experience in office administration, financial planning and high-tier customer service. Proven ability to manage multiple tasks, prioritize effectively under pressure and maintain strong relationships with clients and staff in challenging environments. Self-motivated and highly adaptable at maintaining strict compliance and confidentiality across diverse, fast-paced environments.

Elections Clerk at City of Calgary (2025-07 – 2025-12)

Contract position serving as primary liaison for the public, candidates, and election workers.

• Served as the primary liaison for the public, candidates, and election workers; managed high-volume correspondence across all departments to ensure effective service delivery.
• Practiced intensive confidentiality by adhering to the Access to Information Act and the Protection of Privacy Act.
• Logged, tracked and resolved 3-1-1 service requests, contributing to efficient public service delivery, and utilized Avaya phone systems to provide call support and customer service including conflict de-escalation.
• Drafted and maintained training documents for various election departments; updated and organized departmental Excel spreadsheets to support operational efficiency.
• Performed detailed verification and data entry of election-related information into Desk 365, ensuring accuracy and consistency.

Financial Administrator at Securitas (2024-03 – 2025-03)

• Collected, entered, and verified client data, performed client database management, and maintained client relationships.
• Provided operational support on queries to financial advisors, management, and clients.
• Processed applications, validated documents for compliance, and communicated shortfalls to clients.
• Arranged for payments missed on policies and assisted clients in making withdrawals from investments.
• Practiced intensive customer confidentiality by adhering to the Protection of Personal Information Act.
• Reviewed financial information, provided customer support, and resolved client queries promptly.
• Scheduled and managed appointments for financial advisors, ensuring accurate and timely entry into calendars.

Directors Assistant at Joso's Preschool Academy (2022-04 – 2022-12)

• Greeted visitors and families, handled phone systems and directed calls and messages efficiently and professionally.
• Maintained organized filing systems for student records and administrative documents.
• Provided exceptional customer support by addressing inquiries promptly and courteously.
• Assumed full operational duties as Interim Program Director from June 2022 to August 2022, successfully managing daily preschool functions while maintaining high standards of safety, cleanliness, and regulatory compliance.
• Supported staff during challenging situations and directly engaged in childcare as needed.
• Effectively communicated with parents and adapted to the individual needs of children to ensure inclusivity.

Teacher Assistant at Joso's Preschool Academy (2021-02 – 2022-03)

• Collaborated with the teaching team to plan and implement age-appropriate educational programs.
• Fostered children's development by providing learning opportunities and encouraging social interactions.
• Supported classroom management and applied strategies to maintain focus and discipline.

Teacher Assistant at KASI Academy (2020-11 – 2021-11)

• Assisted in planning, developing, and evaluating age-appropriate educational activities.
• Built meaningful relationships with children and parents, demonstrating patience and active listening skills.
• Supervised children, providing guidance and ensuring safety during activities.

Financial Planner at Securitas (2015-02 – 2018-07)

• Developed and implemented comprehensive financial plans for clients, specializing in cash flow analysis, insurance, investments, and retirement planning.
• Managed client relationships and database management including remediating missed premiums.
• Conducted annual reviews with clients to ensure financial strategies remained aligned with their goals.
• Interpreted policy wording and explained it to clients to ensure informed decision-making.

Financial Planner at KCM (2010-10 – 2015-01)

• Developed customized financial plans tailored to each client's goals and objectives in their estate and businesses.
• Integrated tax, retirement, investment, estate, cash management, and insurance planning strategies into comprehensive client recommendations.
• Reviewed client portfolios annually, adjusting strategies as needed to align with changing financial goals.
• Maintained the highest standards of ethics, professionalism, confidentiality, and client service.

Executive Assistant at Momentum (2007-11 – 2010-09)

• Managed client requests and coordinated responses, ensuring satisfaction and timely follow-up.
• Provided administrative support, including managing reports, meeting arrangements, and communications.
• Assisted with financial planning tasks, including the development of personal financial strategies.
• Provided advice and guidance on claim procedures to claimants for valid lodgement.

Early Childhood Educator Certificate Level 1 – BaseCorp Learning Systems (2021 – 2021)

Post Graduate Diploma in Financial Planning in Financial Planning – University of the Free State, South Africa (2013 – 2014)

BA Degree – University of Potchefstroom, South Africa (1998 – 2001)