Cheri Goldstone Email & Phone Number

St. Albert, Ab, Ca

Edmonton, Canada Area

• Help Executors through the estate process by providing advice, hands-on assistance or introductions to professionals as required.• Enlighten executors about their numerous responsibilities through presentations, webinars, and Trade Shows.

St Albert, Alberta, Canada

The Firm permanently closed April 2022. Key activities included:• Anticipated and provided a broad range of administrative support services for the Firm’s lawyers.• Proactively oversaw, coached and developed staff to ensure employee engagement and the ultimate in customer service.• Functioned as back-up IT support and the ‘expert’ on the Firm’s computer systems (Microsoft, Cosmolex, Dashlane, Adobe, Zoom, Ceridian, VOIP software, Acuity Scheduling, MailChimp).• Improved… Show more The Firm permanently closed April 2022. Key activities included:• Anticipated and provided a broad range of administrative support services for the Firm’s lawyers.• Proactively oversaw, coached and developed staff to ensure employee engagement and the ultimate in customer service.• Functioned as back-up IT support and the ‘expert’ on the Firm’s computer systems (Microsoft, Cosmolex, Dashlane, Adobe, Zoom, Ceridian, VOIP software, Acuity Scheduling, MailChimp).• Improved operational effectiveness by streamlining work processes and procedures (including the physical layout of the Firm).• Developed videos and online training manuals to improve customer service while ensuring ongoing adherence with the rules of the Law Society.• Ambassador for promoting the Firm at numerous networking events, including customer presentations.• Upheld and maintained a positive and professional image when interacting with all stakeholders.• Managed the Firm’s bookkeeping activities to ensure compliance with the CRA and the rules of the Law Society of Alberta.• Developed monthly and quarterly checklists to ensure efficient and timely completion of all activities.• Restructured the accounting process so it required minimal involvement from others in the Firm, was more compliant with the Law Society and was virtually paperless. Show less

Edmonton And The Surrounding Area

• Provided creative solutions to help optimize space and functionality.• Assisted individuals and businesses to improve their organizing systems and processes.

St. Albert, Alberta

• 5 times ranked in the top 10% of the District.• 3 times ranked in the top 10% of the Region (Champions Club).• Increased the branch’s Total Book of Business by 189% while reducing staff levels by 12%.• Maximized the potential of branch personnel by providing training, coaching, development, and motivation.• Multiple award winner for Customer Service (voted #1 branch out of all the Financial Institutions in St. Albert for 5 out of 8 years).• Networked to improve the… Show more • 5 times ranked in the top 10% of the District.• 3 times ranked in the top 10% of the Region (Champions Club).• Increased the branch’s Total Book of Business by 189% while reducing staff levels by 12%.• Maximized the potential of branch personnel by providing training, coaching, development, and motivation.• Multiple award winner for Customer Service (voted #1 branch out of all the Financial Institutions in St. Albert for 5 out of 8 years).• Networked to improve the presence and the reputation of the branch and company.• Managed the Branch`s highest value clients where professionalism, client focus and an expert understanding of financial planning, wealth products and small business was critical for success. Show less

Winnipeg, Canada Area

• Managed a team of District Sales Managers who were responsible for the sales and support of all investment and day-to-day banking products sold in Northern Ontario, Manitoba, and Saskatchewan.• Ranked #1 with regards to Mutual Fund Customer Penetration Ratio.

Thunder Bay, Ontario

• Consistently a top performer: received the Ontario North and East Division’s Award of Excellence, nominated for the Upper North Region’s award of Excellence, Recognized under the Roots to Success Program and the TD’s 1-in-2001 program.

Thunder Bay, Ontario, Canada

• Coached bank staff to provide Small Business customers with exceptional service and sound financial advice to meet their diverse credit, deposit, and cash management needs.• Developed and maintained relationships with Commercial Banking, Retail and Wealth partners to ensure a coordinated market approach.

Sudbury, Collingwood And Thunder Bay, Ontario

• Provided complex financing solutions to large-scale commercial businesses based on thorough and accurate credit analysis and full needs assessment.• Developed internal and external partners to ensure client satisfaction and growth of the Banks commercial loan portfolio.

Certificate, Applied Bookkeeping

Trust Accounting For Responsible Lawyers, Trust Accounting Fundamentals

Certified Executor Advisor

Certified Financial Planner

Honour Bachelor Of Commerce, Finance, General

Honours Bachelor of Commerce Degree