Keilan Clarke Email & Phone Number

Canada

Canada

Mississauga, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Greater Toronto Area, Canada

Operations lead for a small business which doubled in YoY ARR over my time.- Supply and inventory orders/management, first-time Salesforce CRM implementation and management from previous Excel workbook based system, standard operation procedure design, marketing campaign management (Google AdWords), Quickbooks bookkeeping, dispatch and organization of technicians, client booking and calendar management for all services rendered

Toronto, Ontario, Canada

Diligently managed employee movement, office real estate, small construction projects, vendors and day-to-day operational tasks for 1500+ Traders and Investment Bankers within Capital Markets. Contributed to process improvement, strategy analysis and bank-driven initiative roll-outs.- Strategized complex real estate issues for a growing banking group with space constraints.- Creatively streamlined and improved processes for added efficiency throughout the firm- Maintained and lead external audit surrounding auditable employee movement documentation.- Provided data analysis and PM Support over a long-term workplace transformation project.- Developed and facilitated training presentations and corresponding documentation for new initiativesand processes across Capital Markets

Toronto, Ontario, Canada

• Communications: Managed, monitored and distributed communications on behalf of multiple Managing Director, and Vice President level team members, including organizational announcements and strategic messaging. Maintained a high level of discretion when dealing with sensitive and confidential information.• Expense Reporting: Provided financial oversight on departmental expenses related to client entertainment, travel and other employee costs. Analyzed monthly expense reporting to ensure compliance and adherence to CM policies.• Event Planning: Independently organized and managed internal and client events.• Relationship Management & Organization: Managed inboxes and calendars to ensure business objectives were met. Collaborated with the team members to ensure full disclosure of priorities, upcoming events and key businessgoals. Acted as the primary contact for clients.• Conference Planning: Assisted with various industry conferences. Responsibilities included onsite client management, budget and logistics oversight, event coordination and travel management.

Toronto, Ontario, Canada

Employed functional knowledge of investment vehicles and instruments (I.e., TFSAs, RRSPs, Mutual Funds, Estate Planning, etc.) to provide comprehensive clerical & administrative support for a Senior Wealth Advisor managing a portfolio in excess of $400M – including execution of all regulatory processes necessary to settle an estate in excess of $10M, which required elaborate coordination with client’s personal lawyers and accountants.

Toronto, Ontario, Canada

- Invoice and largescale master data management alongside Senior Financial Analysts in Deloitte’s accounts payable department. - Change management project team member for Deloitte Canada’s first-time implementation of both SAP and ServiceNOW, resulting in vast CRM, data management, and troubleshooting efficiency improvements for thousands of employees in Canada.

Burlington & Oakville, Ontario, Canada

Clerical & administrative support for multiple Senior Investment Advisors managing portfolios in excess of $100M respectively. Ad-hoc projects included presentation development for portfolio review meetings, development of complex excel workbooks created for tracking various team performance metrics and revenue goals, and development of marketing materials.

Education record

Education record