I have experienced a rewarding and enriching career in publishing for over ten years supporting C-Suite executives and managing all of their executive meetings and corporate events. Management of the company changed and I had to look for a new role. I chose the next field I had a huge interest in - Wealth and Investment - and have been working in the field for almost five years.Experience highlights includes:o Five years Administrative Assistant experience in Wealth & Investment environment with focus on Advisor Support, Client Services, Administration, Client Relationship Building, Confidentiality and Privacy o Contribute to growing the business by supporting Investment Advisor, ensuring a high-level of client service, managing client investment accounts including setting up and maintaining client accounts, processing and executing client transactions and transfers, preparing client investment reviews, managing client information ensuring documents are up to dateo Exceptional interpersonal, organizational, time management, multitasking and prioritization skills, able to respond to changing prioritieso Skilled in Calendar and Schedule Management, Verbal and Written Communicationo Ability to work effectively independently and collaboratively as part of a teamo Additional ten+ years of progressive Executive Assistant experience supporting C-suite executives including President & CEO, CFO, VP Marketing, and EVP Sales; o Able to effectively communicate with all levels of managemento Act as gate-keeper for the office of the President & CEO, maintaining high level of confidentiality and discretiono Adept at Meeting and Event Coordination and Logistics including executive and board meetings, retreats, conferences, extensive travel arrangements, expense report reconciliation, and meeting minuteso Sheridan College: • Business Management • Supervisory Skills o Schulich School of Business: • Extraordinary Executive Assistant Program • Winning Collaboration: Leadership, Negotiation & Conflict Managemento Proficient in Microsoft Office Suite: Word, Excel, PowerPoint, Outlook, Internet Explorer, Teams; Adobe PDF; PC and Mac Platforms; CRM: Maximizer, DataPhile, Advisor Desktop, FundServ, HR-DayForce, and Croesus; Ability to learn and adapt to new software.