Cassidy Avon Email & Phone Number

Canada

North York, Ontario, Canada

1. Conduct learning needs assessments, consult with stakeholders, and design engaging, multi-modal learning solutions2. Facilitate learning sessions via platforms like MS Teams, evaluate program effectiveness, and provide recommendations for improvements.3. Develop, update, and maintain training documentation and manage content in the learning management system, ensuring alignment with team and stakeholder expectations.4. Stay updated on learning trends and best practices, support a culture of development, manage project plans, and align learning initiatives with PPI’s ESG commitments.

1. Perform full business partnering and design cycle, including needs assessment, analysis, and providing learning solutions, while monitoring and evaluating results and impact.2. Independently design, develop, and curate creative learner-centered, performance-based training programs and materials across multiple modalities, including remote and blended learning, interactive e-learning modules, videos, infographics, facilitator guides, and resource materials.3. Ensure completion of employee training and provide reporting to leaders, while facilitating informal dialogues and community of learner's groups and working on retention strategies.4. Manage learning management tools, including Axonify and Pursuit, by collecting and summarizing data, distributing learning summaries, and handling user management tasks such as suspending inactive users, setting up new users, and managing the inbox.

1. Ensure compliance with legal and regulatory standards, procedures, and policies, and maintain current knowledge of regulatory requirements and developments to identify and correct possible gaps and weaknesses.2. Manage the implementation, maintenance, and administration of accredited content, tracking attendance/completions, handling complaints, and building relationships to ensure regulatory, corporate, and fiduciary obligations are met through continuous process improvement.

1. Manage the Business Initiatives shared inbox and process outgoing mailing requests.2. Handle client escalations, follow up on pending monetary transfers, and manage financial transactions within the company.3. Contribute to improving work methods and fostering positive work relationships as part of team culture.

1. Schedule appointments and meetings for Financial Education Specialists.2. Review and assess incoming mail and telephone calls, direct requests to the appropriate person and follow-up on replies.3. Independently respond to meeting requests and questions using discretion and judgment.4. Train and assist department personnel in the utilization of applications and databases

1. Process and allocate funds from clients using multiple systems, and address inquiries related to payment locations and account balances, while preparing excel files for monthly tasks.2. Manage work orders and transactions to ensure timely client request handling, as well as oversee the SFS eTreasury shared inbox for approving financial transactions.3. Update documentation in the department's manual, including training procedures, and run macros to support various monthly tasks.

1. Support team in delivering exceptional client service and prepare correspondence following firm standards and branding.2. Perform general administrative duties such as data entry, filing, photocopying, scanning, faxing, and mailing.3. Type, proofread, format, and assemble financial statements and e-file tax returns.4. Manage telephone inquiries, greet external clients, receive payments, handle daily couriers, manage emails and faxes, and reconcile invoices.5. Organize and coordinate internal and external meetings and events, order office supplies, and perform other reception and administrative duties as assigned.

Providing administrative support to the Claims Alert branch. Specific duties include data entry, file management, and general office and administrative duties as assigned.

Waterloo, Ontario

Complete, record and assign first notice of loss for all Central Intake and Administrative clients. Also receive, review, and set-up new claims.

1. Provide customer service and computer support to Conestoga College students in the Learning Commons.2. Assist with administrative duties and respond to student inquiries, scheduling appointments, and directing detailed or confidential inquiries to the appropriate staff.3. Support the Learning Commons Operations Officer in day-to-day office operations, including monitoring the Learning Commons space and maintaining staff schedules and study room resources.4. Answer student questions related to basic computing skills, Microsoft Office, and navigating the Student Portal and Learning Management System.5. Assist with maintaining schedules and study room resources in the Learning Commons.

Office Administration - Executive, 3.9 Gpa

Activities and Societies: Club President of DALA (Depression, Anxiety, and Low Self-Esteem Alliance) In this two-year diploma program.

Bachelor Of Business Administration (Bba), International Business Management

This four-year, co-op Bachelor of Business Administration program is designed to prepare students to manage international business.