Investor Services Administrator
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Experienced executive assistant with over 10 years of administrative expertise in fast-paced environments. A strong communicator dedicated to providing exceptional support and maintaining efficiency. Proficient in calendar management, travel arrangements, and expense reporting, with a proven track record of handling confidential information with discretion. Committed to fostering relationships and contributing to team success.
Laurel Hill Advisory Group 2021-Current
As an Investor Services Administrator at Laurel Hill Advisory, this role plays a vital part in enhancing client relations and supporting account management. Responsibilities include managing communications through inbound calls and emails, creating essential client documentation, and assisting with data entry and reporting tasks. By collaborating closely with account managers, the position ensures the smooth execution of processes and maintains accurate records, contributing to the overall efficiency and effectiveness of investor services.
Hope 24/7, Brampton, ON 2017 – 2021
Executive Assistant Provided comprehensive administrative and clerical assistance to the Chief Executive Officer (CEO) of a non-profit community health provider focused on clinical interventions and the prevention of relationship violence. This role emphasized adherence to trauma-informed and harm-reduction frameworks, prioritizing client needs while managing diverse responsibilities.
Medical Office Administration Diploma – Sheridan College, Oakville, ON
General Arts & Science Technology Certificate – Humber College, Etobicoke, ON
