Lina Gikas Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto

• Provided high level of support to Financial Advisors; coordinated client meetings, maintained calendars, prioritized work schedules, and acted as back up during vacation periods• Maintained confidential client files in both soft and hard copy to ensure compliance with the Mutual Fund Dealers Association of Canada (“MFDA”) regulatory body • Processed trades in the financial back office system on behalf of Financial Advisors, and monitored transfers from financial institutions to ensure investment instructions were met and completed properly • Prepared all required paperwork for client meetings• Drafted proofread, and emailed communication for distribution under the name of the Financial Advisor• Provided courteous, prompt and accurate customer service to clients and external stakeholders• Assisted advisors with Microsoft Office support – provided expertise and assistance in the use of Microsoft Office and other PC needs, and liaised with IT personnel as required• Identified issues and provided recommendations for resolution to Financial Advisors on a variety of matters, including initiating and developing new processes for greater productivity and efficiency• Kept current on compliance rules and regulations set out by the MFDA and the Canada Revenue Agency

Girl Guides Of Canada

• Directed operational logistics including ordering, distribution and invoicing• Coordinated delivery schedules between provincial representatives and manufacturer personnel• Analyzed and evaluated each campaign based on Key Performance Indicators; wrote final evaluation report in collaboration with cookie manufacturer• Initiated and led upgrades to the cookie ordering website into an integrated system• Contributed to the development of the annual Cookie marketing and business plan by developing and maintaining work back schedules to ensure deadlines were met• Attended Cookie management meetings and arranged meeting logistics• Coordinated communication between Cookie department and external customers and suppliers• Created content for website, newsletters and national magazine • Liaised and provided support to volunteer members and various service providers• Trained staff on logistics operations to ensure effective back up and support was established

Girl Guides Of Canada

• Administered and processed payroll in collaboration with Manager, Human Resources• Prepared journal entries and entered entries into accounting system• Processed payment related to pension, submitted reports and reconciled statements• Ensured government and other payroll remittances were submitted in a timely manner• Processed T4/T4A’s, WSIB reconciliation, EHT annual return, and other year-end processing • Responded to all insurance related inquiries, including requests for certificates of insurance• Ensured property acquisition and disposition requests were processed in a timely manner• Provided meeting management support to four committees and its Chairs by preparing agendas, recording and distributing minutes, and arranging meeting logistics

Toronto, Canada Area

• Planned and coordinated monthly consultant training seminars, staff meetings, and annual holiday party• Redesigned, improved and maintained Consultant Training Manual• Created instruction manuals, various company branded forms, and marketing materials• Recommended company policies and procedures to senior management and assisted in their implementation • Trained staff and consultants on travel industry regulations, procedures, and how to use various travel software• Resolved disputes and conflicts between consultants and senior management• Supervised and directed staff ensuring assigned tasks and projects were completed accurately and on time• Arranged air travel and hotel accommodations for in-coming guests

Payroll Administrator Certification

Professional, Technical, Business, And Scientific Writing

Business Adminstration And Computer Applications

Graduated with honours