Jeevan S. Email & Phone Number

Toronto, Ontario, Canada

 Expertly managed the Microsoft Outlook calendars, scheduled meetings, took meeting minutes, prepared meeting agendas, and town hall preparations for the Vice-President in the Finance Department. Booking travel arrangements through Concur and efficiently coordinating with vendors for conferences. Also, led the streamlined processing of expense data for the Finance department, fostering collaboration with the Accounts Payable team for punctual handling of expenses and prompt payment of invoices. Effectively manages the flow of onboarding of new hires, encompassing tasks such as issuing pass cards, reserving office desk locations, ordering necessary technology requirements, completing required forms, and updating the organizational chart. Additionally, oversees the comprehensive termination process. Initiates and coordinates both in-person and virtual Portfolio retreats, team-building activities, and social events, assuming a leadership role in planning, preparing, and executing all associated communications and materials to ensure successful and engaging experiences for participants.

Toronto, Ontario, Canada

 Optimized efficiency by streamlining the Microsoft Outlook calendars for two Vice Presidents and three Directors within the Technology department, enhancing organizational coherence and facilitating smoother scheduling and time management. Organized meetings by presenting meeting agenda, meeting meetings, presentations, preparing comprehensive meeting agendas, and accurately documenting meeting minutes. Demonstrated collaboration skills by working effectively as a teamwork with other administrators, decision making towards the optimization of various office administration activities for enhanced efficiency and seamless operations. Conducted thorough research and employed data collection techniques using Excel, coupled with proficient document generation in Word, to successfully compile and complete projects with accuracy and efficiency.

Toronto, Ontario, Canada

 Demonstrated efficiency in overseeing the intricate Outlook calendar of the Chief Executive Officer (CEO) and Chief Information Officer (CIO) while effectively organizing and responding to email correspondence for executives within the Cybersecurity department. Proficiently oversaw the approval process for contracts, including Statements of Work (SOW) and Non-Disclosure Agreements (NDA), collaborating seamlessly with vendors, finance, and legal departments, utilizing both Adobe and Google Docs platforms. Managed the end-to-end process of office operations, including the procurement of office supplies, equipment orders, meticulous tracking of invoices, and obtaining necessary approvals from management to ensure seamless and well-supplied working environments. Undertook responsibility for comprehensive device management within the portfolio, overseeing various hardware components such as mobile devices, desktops, monitors, and laptops, utilizing both Excel and Sheets for efficient tracking and documentation.

Toronto, Ontario, Canada

 Executed meticulous Outlook calendar management, demonstrating precision and efficiency, catering to the scheduling needs of the Chief Executive Officer (CEO), two Senior Principals and two Associate Principals located in the USA and Canada in Finance, Oil & Gas departments. Proficiently crafts and refines executive-level communications, briefing notes, and PowerPoint presentations, ensuring a polished and effective representation of key information for high-level audiences. Collaborated seamlessly with fellow executive assistants to facilitate the reservation of boardrooms for executive meetings and coordinated the setup of video conference calls, ensuring a smooth and efficient workflow for executive communication. Efficiently arranged international travel logistics using Concur, and adeptly managed the submission of accurate and timely expense reports within Concur for the entire team, ensuring a streamlined and compliant process.

Toronto, Canada Area

 Successfully upheld the Microsoft Outlook calendars for two Vice Presidents within the Finance department, seamlessly orchestrated international travel plans for the Vice Presidents utilizing Concur, and diligently managed the timely submission of their expenses. Provides comprehensive support for leadership team meetings, town hall meetings, board of member committees meeting, encompassing the preparation and execution of meeting materials, minute-taking, tracking action items, and overseeing all facets of meeting logistics, including room/zoom booking, setup, catering, and media support. Effectively monitors project progress in Asana and collaborates with Oliver Wyman's cross functional team to facilitate and coordinate change management meetings, ensuring efficient communication and documentation.  Skillfully coordinates and plans departmental events, including retirements, summer BBQs, Christmas parties, and charity events, ensuring seamless execution and fostering a positive workplace culture.

Toronto, Canada Area

 Proficiently organized and managed Microsoft Outlook calendars for the Chief Financial Officer (CFO), Managing Director, Vice President, and Technology Officer within the Risk and Operations Department and in the Capital Markets, while also coordinating intricate international travel arrangements to ensure smooth and well-planned logistics. Conducted thorough research to compile and organize essential meeting materials, including agendas, budgets, spreadsheets, presentations, contracts, and reports, contributing to the comprehensive and well-informed execution of meetings. Established effective collaboration with Deloitte to oversee project performance in Excel (Pivot table, charts, V-Look up), providing valuable assistance to the BMO Operations stakeholders in managing budgets and projects through proficient use of Excel for streamlined financial tracking and reporting. Engaging in the reconciliation of credit card expenses on behalf of all the executives' involved meticulously reviewing, categorizing, and ensuring the accuracy of financial transactions tied to their respective credit accounts.

Toronto, Canada Area

 Efficiently arranged and managed the Microsoft Outlook calendar for the Senior Director while coordinating seamless international travel arrangements through Concur within the Finance department. Oversees contractor time sheets, compiles payroll reports, tracks vacation accruals, and diligently completes monthly expense reports, ensuring accurate and timely financial documentation and adherence to organizational policies. Offered strategic crucial support to Project Managers during contract renewals with major firms such as Accenture, Wipro, and Larsen & Toubro, collaborating seamlessly with the Operations and Legal departments to ensure efficient and compliant processes. Worked collaboratively with executives to meticulously prepare for crucial Board of Member's meetings and town halls, contributing to the development of presentations and budgets to ensure the seamless execution of these significant events.

Business Management

Project Management Certificate

Name of the courses are: Foundations of Project Management, Project Initiation, Project Planning, Project Execution, Agile and Waterfall.

Office Administration Certificate

Office Administration Certificate