• Administrative Assistant for a team of three Financial Investment Executives• Greeting clients and all set up of internal meetings• Calendar Management for the three partners• Printing and distribution of daily reports, mail and courier requests• Maintenance of office supplies.• Set up and maintenance of files • Banking, accounts payable and record keeping of these items• Typing of memos and other correspondence

• Professional Executive Administrative Assistant for a team of AGF and Acuity Investment Management Senior VP’s, VP’s, Directors, Portfolio Managers and Analysts• Calendar management for the team members• Liaised with clients and brokers to arrange meetings with senior staff and Portfolio Managers• Liaised with Marketing/Sales Teams on upcoming Road Shows and events• Performed a variety of key internal responsibilities such as meeting set up, setting up conference calls, arranging catering requests and IT set up• Meticulously kept track of management expenses and submitted monthly statements and reports• Arranged and booked travel for team members• Thoroughly typed reports, memos and other correspondence• Prepared quarterly reports for Compliance for meetings and conferences attended• Renewal of CFA Memberships and subscriptions for team members• Completion and submission of Great West Life Benefit forms for team members• Maintained an appropriate level of office supplies• Printed and distributed daily reports, mail and submitted courier requests• Set up and maintained files for senior staff and Portfolio Managers• Greeted clients and brokers arriving for meetings

• Operated a demanding six-line switchboard• Assisted Immigration Consultants with word processing, correspondence and scheduling• Implemented a new and innovative filing system• Maintained office inventory and ordered supplies• Managed accounts receivable and accounts payable

• Operated a demanding six-line switchboard• Provided internal staff with professional administrative support including taking accurate and properly detailed messages, word processing duties and attending to routine correspondence • Assisted both commercial and residential tenants with their questions and concerns• Booked meetings for tenants• Managed accounts receivable records