Marilyn Borges Email & Phone Number

Mississauga, Ontario, Canada

Top level executive administrative support to the Regional Managing Director, Western Canada, and the Global Chief information Officer

Toronto, On

• Senior level administration support to the CFO and CHRO, effectively managed dynamic calendars and reviewed emails on a daily basis, responding to or redirecting emails as appropriate• Maintained strict confidentiality in preparing and processing various types of highly confidential emails, letters and other documents with the utmost discretion• Updated agendas and assembled meeting materials for the Board of Directors' Finance & Audit Committee• Worked collaboratively with… Show more • Senior level administration support to the CFO and CHRO, effectively managed dynamic calendars and reviewed emails on a daily basis, responding to or redirecting emails as appropriate• Maintained strict confidentiality in preparing and processing various types of highly confidential emails, letters and other documents with the utmost discretion• Updated agendas and assembled meeting materials for the Board of Directors' Finance & Audit Committee• Worked collaboratively with stakeholders inside and outside the organization to book meetings, coordinate logistics, and develop presentations and other materials• Prepared invoices for processing, expense reports and a variety of highly confidential documents• Support to divisional, corporate and Board level Committees including meeting coordination, minutes and preparation and distribution of materials and agendas• Drafted, edited and distributed complex correspondence• Established and maintained accurate electronic filing systems• Ensured payroll timesheets were accurately completed and submitted in a timely manner• Made travel arrangements and completed registrations for conferences, seminars and retreats Show less

Toronto, Canada Area

• Reviewed and prioritized over 200 emails daily, responding or redirecting when necessary and appropriate• Managed an extremely busy calendar, coordinating, arranging and confirming meetings and all associated logistics• Opened new matters using Intapp software, generating engagement letters and distributing to clients• Maintained client and contact files with Salesforce cloud-based CRM software• Received, researched, prepared for and followed up on audit… Show more • Reviewed and prioritized over 200 emails daily, responding or redirecting when necessary and appropriate• Managed an extremely busy calendar, coordinating, arranging and confirming meetings and all associated logistics• Opened new matters using Intapp software, generating engagement letters and distributing to clients• Maintained client and contact files with Salesforce cloud-based CRM software• Received, researched, prepared for and followed up on audit inquiries• Processed expense reports using the Chrome River application• Mentored junior administrative staff, providing guidance on building relationships and efficient office strategies Show less

Toronto, On

• Senior level administrative support for a team of Investment Professionals including the department head and other Managing Directors• Arranged complex, global travel, coordinated Visa applications and created itineraries• Calendar management and coordination of meetings and logistics using the Event Manager room booking tool• Coordinated with assistants and other stakeholders to schedule meetings and events internationally• Reconciled and audited credit card and cash… Show more • Senior level administrative support for a team of Investment Professionals including the department head and other Managing Directors• Arranged complex, global travel, coordinated Visa applications and created itineraries• Calendar management and coordination of meetings and logistics using the Event Manager room booking tool• Coordinated with assistants and other stakeholders to schedule meetings and events internationally• Reconciled and audited credit card and cash expenses processed through the Workday Expense Reporting System• Ensured team members were prepared for all meetings and carry forward action items• Handled highly sensitive and confidential matters related to the daily activity of the department• Worked closely with and provided backup to other Executive Assistants to develop a team culture Show less

Mississauga, On

• First point of contact for any requests for the President’s time from members, vendors or trade media• Fielded and directed inquiries on the President’s behalf• Provided administrative and logistical support to the President and the Board of Directors including travel arrangements, processing expense reports, and preparing meeting materials• Posting meeting materials to a secure extranet site as well as uploading to Google Drive• Implemented new process for minutes and Board… Show more • First point of contact for any requests for the President’s time from members, vendors or trade media• Fielded and directed inquiries on the President’s behalf• Provided administrative and logistical support to the President and the Board of Directors including travel arrangements, processing expense reports, and preparing meeting materials• Posting meeting materials to a secure extranet site as well as uploading to Google Drive• Implemented new process for minutes and Board documents and created an electronic archive repository• Composed and edited confidential correspondence to be distributed to all members nationwide• Planned an Annual General Meeting & Convention consisting of three days of activities and business sessions for approximately 400 members and their families Show less

Toronto, On

• Supported the President and CEO and the Board of Trustees with conference registrations, coordinating speaking engagements, travel arrangements, auditing and processing expense reports and various, other administrative tasks• Calendar management for the President and CEO including coordinating speaking engagements and media interviews and ensuring the President and CEO was properly prepared for same• Created, reviewed, modified and edited PowerPoint presentations and other documents… Show more • Supported the President and CEO and the Board of Trustees with conference registrations, coordinating speaking engagements, travel arrangements, auditing and processing expense reports and various, other administrative tasks• Calendar management for the President and CEO including coordinating speaking engagements and media interviews and ensuring the President and CEO was properly prepared for same• Created, reviewed, modified and edited PowerPoint presentations and other documents for the President and CEO to present to stakeholders at various conferences and panels• Organized logistics for quarterly Board and Committee meetings including oversight of all related requirements• Reviewed and edited documents created in Microsoft Word, PowerPoint and Excel to be distributed to the Board of Trustees in advance of all Board and Committee meetings• Managed the Corporate Events Program with a $160,000 annual budget and approximately six, annual events including annual planning, forecasting and reporting• Lead organizing Committees in planning and execution of corporate events for approximately 500 people Show less

Toronto, On

• Provided administrative support to the Head of the department and the Equity Capital Markets team• Responsible for calendar management, travel arrangements, vacation tracking, compiling expense reports, preparing PowerPoint presentations• Assisted in organizing external trade shows to promote new IPOs• Organized departmental events• Research and analysis of current business processes and procedures to improve efficiency• Prepared letters to be sent to provincial… Show more • Provided administrative support to the Head of the department and the Equity Capital Markets team• Responsible for calendar management, travel arrangements, vacation tracking, compiling expense reports, preparing PowerPoint presentations• Assisted in organizing external trade shows to promote new IPOs• Organized departmental events• Research and analysis of current business processes and procedures to improve efficiency• Prepared letters to be sent to provincial government regulators with information on IPOs Show less

Toronto, On

• Provided administrative support to three Partner/Senior Executive Vice Presidents, such as calendar management, travel arrangements and completing expense forms• Prepared correspondence, agendas, meeting materials and minutes for Board of Directors meetings• Taking minutes at Board meetings and preparing pre-read materials• Organized corporate events for staff of 100 including an annual holiday party, golf day, ski day, and an annual conference for 15 top executives

Toronto, On

• Provided administrative support to four Partners• Processed corporate credit card expense reports• Organized corporate events• Managed employee benefits program and coordinated payroll for staff of 30• Maintained highly confidential employee and contract staff information including pay rates• Researched and resolved collections and billing disputes with tact and efficiency• Responsible for tracking Accounts Payable and Accounts Receivable and reporting information to… Show more • Provided administrative support to four Partners• Processed corporate credit card expense reports• Organized corporate events• Managed employee benefits program and coordinated payroll for staff of 30• Maintained highly confidential employee and contract staff information including pay rates• Researched and resolved collections and billing disputes with tact and efficiency• Responsible for tracking Accounts Payable and Accounts Receivable and reporting information to the Partners on a monthly basis Show less