Administrative Professional at Baker Tilly Catalyst LLP (2024-08 – Present)
- Directly supports two Managing Partners as well as supporting several senior Managers.
- Produces high-quality, detailed documentation for the leadership team, including client proposals, financial statements, corporate presentations, and public-facing materials.
- Serves as a liaison between clients and Partners, handling incoming and outgoing communications with professionalism and discretion.
- Drafts, proofreads, and finalizes a variety of documents, including routine correspondence and confidential materials.
- Maintains and safeguards sensitive files, documents, and records related to company operations.
- Prepares and processes monthly invoicing in coordination with finance and leadership.
- Manages complex calendars and schedules using Microsoft Outlook, ensuring seamless coordination across teams and leadership.
- Coordinates travel arrangements, accommodations, and expense tracking as needed.
- Performs other administrative duties as required to support the smooth operation of the firm.
- Daily software utilization includes: CaseWare, iFirm, Inflow, Practice Engine and Karbon
Administrative Assistant at MNP (2023-01 – 2024-08)
- Directly supports one Manager and one Partner as well as providing assistance to the greater team (9 people) with their administrative needs.
- Communicates with unwavering professionalism via email, virtual meeting, over phone and in person as the first point of contact in the office everyday for MNP team and clients alike.
- Arranges Client meetings and monitors SR. Executive's calendars; ensuring that schedules are running smoothly, all documents are prepared/ ready and that we are providing the best in Client service at all times.
- Provides additional support to the regional team of administrators in various areas (Central Alberta).
- Coordinates all office maintenance and office purchases ensuring our supplies stay stocked.
- Executed various administrative tasks, including completion and submission of monthly financial reporting after I correctly code transactions in our A/P system; entering and maintaining our CRM and other corporate correspondence.
Sr. Executive Assistant at Boston Consulting Group (2021-07 – 2022-08)
- Worked in a fast paced, client focused atmosphere supporting two Sr. Executives (both are Managing Director & Partners).
- Managed and monitored SR. Executive's continually shifting calendars to ensure the best in Client service.
- Coordinated Communications; tracks and follows up on requests (30+ Daily); identifying those of critical importance which require immediate attention.
- Worked in conjunction with HR to support in organizational changes including coordinating interviews and key documents.
- Organized all travel (Domestic and international); often multi-leg travel requiring continuous changes and rescheduling (obtaining visas and travel documentation when required).
- Executed various administrative tasks, including submission of expense reports, CRM and other corporate correspondence.
- Assisted in organizing key internal and client meetings both in person as well as virtually (ie –MS Teams, Zoom and WebEx); also managing room rental, catering and equipment as needed; while always maintaining confidentiality of all communications and documents.
Private Wealth, EA & Sr. Project Coordinator at Bank of Montreal (2020-01 – 2021-06)
- Managed SR. Executive's calendar and inbox to ensure that business demands were addressed in a timely manner.
- Drafted and sent corporate communication to the Private Wealth Prairies team on behalf of the Executive.
- Worked with HR Business Partners to support in organizational changes (coordinating interviews and key documents).
- Booked and managed all travel, often requiring continuous changes and rescheduling.
- Monitored, managed and processed executive's and project expenses including any year-end processes for Private Wealth.
- Assisted in organizing key internal and client events both in person as well as virtually (ie –MS Teams, Zoom and WebEx) and managed all event logistics; including budget management, adherence to corporate guidelines and liaising with clients and outsourced professionals.
Equity Capital Markets, Senior Administrative Assistant at Bank of Montreal (2018-07 – 2020-01)
- Worked in a very fast paced environment and supported 6 senior executives and 10 team members, provided a wide range of assistance and continual key problem solving to meet Global Markets and Investment & Corporate Banking's goals.
- Arranged complex international multi-leg travel, often requiring continuous changes and rescheduling.
- Managed the Executive's frequently shifting calendars, email, and contacts always ensuring to meet priority deadlines.
- Collaborated with key stakeholders on behalf of leadership for coordination of meetings, conferences, and events.
- Enhanced analytical and statistical skills while maintaining client information in CRM System Salesforce as well as digital filing systems.
Human Resources Assistant at Department of Fisheries and Oceans Canada (2015-09 – 2017-04)
- Provided complex staffing assistance to HR Advisors, Team Leads, Senior Managers and Directors within the organization (400 HR clients).
- Created, reviewed, and actioned job notifications and letters of offer while maintaining confidential client files.
- Added crucial contributions as a team member designated to assist with the Transformation of Pay Administration Initiative when HR absorbed all Compensation duties for the department.
Administrator (Various Contracts) at Department of Fisheries and Oceans Canada (2012-06 – 2015-09)
- Provided crucial daily office support to a busy team up to 50; including Senior Managers and the Pacific Regional Director.
- Executed all team financial reporting, ordering, travel arranging/ processing and vendor invoicing.
- Verified, input, updated correct data to maintain departmental systems for finance, Information Management, HR etc.
- Assisted in arrangement of all logistics for Pacific Region's 50th Anniversary Sports Fishing Advisory Board corporate event.
Artistic Production Manager at Vancouver Eco Fashion Week (2012-05 – 2014-02)
- Partnered with the Event President and Producer from initial planning to the execution of a semiannual city event, while managing a team of up to 100 individuals (Internal Event staff, and a backstage team of outsourced staff and volunteers).
- Fostered positive relationships with staff, donors, volunteers, artists and media acting as the organization's main liaison.
- Chaired weekly meetings to ensure that all timelines, budgets and client expectations were met.
