Alison Holmes Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Calgary, Alberta, Canada

In the role of Administrative Assistant, oversaw all client accounts and memberships.● Managed schedules for health coaches, dietician, and exercise coach.● Implemented a schedule for collecting and editing blogs for the bi-weekly newsletter and distributing the newsletter through Constant Contact. Posted content to WordPress website and Facebook page. Updated e-mail database regularly.● Collaborated with colleagues and business partners to design full-page ads for distribution… Show more In the role of Administrative Assistant, oversaw all client accounts and memberships.● Managed schedules for health coaches, dietician, and exercise coach.● Implemented a schedule for collecting and editing blogs for the bi-weekly newsletter and distributing the newsletter through Constant Contact. Posted content to WordPress website and Facebook page. Updated e-mail database regularly.● Collaborated with colleagues and business partners to design full-page ads for distribution in external newsletters. ● Coordinated monthly all-hands meetings by drawing up minutes, booking meeting space, and ordering catering.● Managed client accounts and memberships, including processing new memberships, account changes and contract terminations. ● As finance/IT admin transitioned to working from home, became the point of contact for technical issues with business management software. ● Scheduled and managed corporate exercise class schedules for business partners. Show less

Calgary, Alberta, Canada

Promoted to the role of Client Services Administrator. Reporting to the Client Services Manager, responsible for preparing quarterly and annual investment reports for clients of multiple brokers.● Prepared Excel spreadsheets of all investment accounts and insurance policies for review presentations.● Cross-referenced data from insurance websites with SmartOffice values and made corrections where necessary.● Worked with Policy Service Manager to execute mass transition of… Show more Promoted to the role of Client Services Administrator. Reporting to the Client Services Manager, responsible for preparing quarterly and annual investment reports for clients of multiple brokers.● Prepared Excel spreadsheets of all investment accounts and insurance policies for review presentations.● Cross-referenced data from insurance websites with SmartOffice values and made corrections where necessary.● Worked with Policy Service Manager to execute mass transition of investment funds and followed up with insurance carriers to ensure money was moved to the correct funds in the correct amounts. Show less

Calgary, Canada Area

Organized and managed direct mail marketing campaigns. Assisted in coordinating quarterly lunch and learn seminars with the Better Business Bureau.● Digital- and print-based research to find new prospects that met the company’s qualifications.● Proofread and edited marketing copy and business proposals.● Verified information, printed and mailed out weekly letters.● Monitored registration website for lunch and learn seminars, prepared information packages, and assisted with… Show more Organized and managed direct mail marketing campaigns. Assisted in coordinating quarterly lunch and learn seminars with the Better Business Bureau.● Digital- and print-based research to find new prospects that met the company’s qualifications.● Proofread and edited marketing copy and business proposals.● Verified information, printed and mailed out weekly letters.● Monitored registration website for lunch and learn seminars, prepared information packages, and assisted with event organization.● Scanned and filed documents in SharePoint and SmartOffice.● Covered reception duties during a maternity leave: answered and directed phone calls, greeted clients, prepared boardrooms for presentations, scheduled meetings, handled incoming and outgoing mail. Show less

Calgary, Canada Area

In an administrative role, oversaw health practitioner schedules and coordinated Motor Vehicle Accident claims with insurance carriers.● Scheduled patients for the chiropractor and RMT using HealthQuest.● Liaison between clinic and insurance companies when processing MVA claims.● Responsible for weekly deposit, including cash and cheques.● Maintained an inventory of office supplies.● Answered phones, greeted patients, and prepared treatment rooms.

Calgary, Canada Area

I was hired as one of two summer student assistants for the Legal and Land departments at Chevron Canada. Reporting directly to the Supervisor of Legal Support Services, I was tasked with easing the workload of the lawyers and legal assistants. ● Scanned and entered documents into document management software and sent physical copies to offsite storage.● Reviewed legal documents and summarized insurance requirements.● Ensured legal documents, directories, and lists of officers… Show more I was hired as one of two summer student assistants for the Legal and Land departments at Chevron Canada. Reporting directly to the Supervisor of Legal Support Services, I was tasked with easing the workload of the lawyers and legal assistants. ● Scanned and entered documents into document management software and sent physical copies to offsite storage.● Reviewed legal documents and summarized insurance requirements.● Ensured legal documents, directories, and lists of officers were up to date.● Maintained an inventory of office supplies.● Couriered documents to different offices.● Prepared binders and information packages for board meetings.● Ordered catering for office meetings.● Reorganized the secure legal library. Show less

Calgary, Canada Area

Calgary, Canada Area

● Filed customer information and records● Made bank deposits on behalf of the company● Answered phones● Data entry

Calgary, Canada Area

● Awarded "Superhost" in 2010● Handed out daily brochures and greeted guests● Facilitated entrance into the grounds● Operated a will call booth● Required knowledge of daily events and park layout