Leanne Macdonald Email & Phone Number

New Hamburg, On, Ca

Baden, Ontario, Canada

New Hamburg, Ontario, Canada

New Hamburg, Ontario, Canada

Waterloo On

Brodie & Associates Private Wealth Management

• Provide administrative support to Brodie & Associates Private Wealth Management Team• Receive, review and audit daily transactions which includes client accounts, portfolio restructures, redemptions and pre-authorized contributions• Prepare all files, paperwork for new accounts. Finalize meeting notes• Manage client database, follow up on tasks and booking appointments • Superior customer service

Waterloo On

• Provide administrative support to advisor's and administrators within Investors Group• Business processing on platforms: IGFS, IGFS Nominee, IGSI, IG Mortgage, Insurance and Solutions Banking• Complete account set up, client adjustments, document imaging and all reception duties including switchboard

Mceachnie Group Private Wealth Management

• Provide administrative support to McEachnie Private Wealth Management Team• Receive, review and audit daily transactions which includes client accounts, portfolio restructures, redemptions and pre-authorized contributions• Prepare all files, paperwork for new accounts. Finalize meeting notes• Manage client database, follow up on tasks and booking appointments • Superior customer service

The Westmount - Kitchener On

Complete schedule for over 200 Personal Support Worker, Registered Practical Nurses and Registered Nursing staff. Communicate and document all staff vacation, lieu day requests and schedule exchanges. Schedule staff training courses and coordinated all staff to attend. Ensure facility is always fully staffed.Schedule monthly care conferences with physicians, staff, families and residents. Provide executive-level administrative support to Administrator and Director of Care.Organize and provide nursing supplies for each home area.

Kitchener On

Provide executive-level administrative support to Campus Director. Liaison between all departments to ensure proper communication.Organize the details of special events, travel arrangement and agendas. Complete transcripts and attendance marks for students every 5 weeks.Provide classroom sessions on PX2 – Patterns of Success. Complete payroll daily for over 25 StaffCode and approve all invoices and staff expensesComplete applications for all programs through Service Canada (RICC) Massage Therapy Outreach Duties:Coordinate and set up all clinical outreaches within the community and document all hoursEnsure all students attend and arrange supervisionEnsure accounting is completed and all supplies are available

Kitchener On

Analysis of key medical, contractual and eligibility information to determine the STD benefit payment Provided technical direction on claims practices and procedures to internal and external partiesReviewed STD case management plans and provided verbal and written recommendations to LTD Case Managers for reviewEnsure benefit and payment accuracy on STD complex claimsDeveloped case management plans that identify direction issues and action plans, including methodology and timing to resolve issuesCommunicated daily with claimants and employers to ensure smooth transitions during the disability period

Kitchener On

Screened and interviewed prospective studentsEnsured admission documents were in orderHigh School liaison with presentations and career fairsPlacement Coordinator Duties:Provided one-to-one counselling with students to improve their employment opportunitiesInstructed classroom sessions on placement requirements, job search, resume design, and career goalsSecured appropriate externship sites for each studentProvided students with the details of the externship site and all appropriate paperworkMonitored all students during externship for attendance, attitude and skill levelConducted exit interviews for all students after completion of externshipTracked graduate employment, prepared weekly, monthly and quarterly employment reportsPlanned, organized and implemented Advisory Board Meetings twice annuallyOffice Administrator Duties:Greeted clients and answered inquiries in a friendly mannerAnswered all incoming calls (5 lines), sorted mail, incoming faxesScheduled appointments, prepared and maintained student recordsPrepared letters and documents for staffDaily, weekly and monthly deposits

Medical Office Assistant, Medical Administration

Recreation Leadership, Recreation

Recreation Leadership