Nancy Erickson

Nancy Erickson Email and Phone Number

Administrative Assistant; Customer Service Representative; Receptionist
Nancy Erickson's Location
Calgary, Alberta, Canada, Canada
Nancy Erickson's Contact Details

Nancy Erickson personal email

About Nancy Erickson

OBJECTIVEAdministrative or Legal AssistantTo obtain employment as a Legal or Administrative Assistant with a firm or company that will offer a challenge and utilize my extensive skills. SPECIFIC HISTORYWorking one-on-one with a senior partner, I am an accomplished Legal Assistant with extensive experience. Positions include providing legal and professional teams with accurate administrative support in a challenging and fast-paced environment. I am committed to confidentiality and quality performance with the ability to multi-task. Adaptable to constant changes in the workplace. Excellent rapport with clients, along with local, national, administrative, legal and professional team members.LEGAL ASSISTANT ONLYAreas of law related to my work history include the following: Business Law (Corporate), Taxation and Corporate Securities (Mergers and Acquisitions), Corporate Commercial (Incorporations and Organizations, Annual Returns), Oil and Gas, Trusts; Estate Planning and Wills; Personal Tax Planning and limited Litigation.CUSTOMER SERVICE REPRESENTATIVE ONLYTo obtain employment as a Customer Service Representative with a company that will offer a challenge and utilizes my skills.SPECIFIC HISTORYI have enjoyed my position managing clients' requests and anticipating their requirements which resulted in a successful resolution. I am committed to confidentiality and quality performance with the ability to multi-task. Adaptable to constant changes in the workplace. Excellent rapport with clients, along with local, national, administrative, legal and professional team members.HIGHLIGHTS OF QUALIFICATIONSCommunicated and collaborated effectively with the legal and professional teams and prioritized duties.Liaised with clients, anticipated requirements, and ensured deadlines were met.Prepared, duplicated and revised documents with minimal direction. This included transcribing handwritten notes and digital dictation. Converted documents using PDF programs.Managed legal files, including keeping records up-to-date.Provided various searches (corporate, APPRES, due diligence) as required.Obtained CORES Level 1 in June 2013.TECHNICAL SKILLSUpdated corporate database (EnAct), utilized billing software (Elite and Aderant) and administration of income tax compliance.ADVANCED SKILLSMS Word Office, Windows 11, Outlook, eDocs, iManage (WorkSite) and Worldox Document Management Systems, Elite and Aderant Accounting Systems, Workshare Compare, Nuance Power PDF Advanced and Adobe PDF programs; and EnAct database.

Nancy Erickson's Current Company Details

Administrative Assistant; Customer Service Representative; Receptionist
Nancy Erickson Work Experience Details
  • Edward Jones
    Branch Office Administrator
    Edward Jones Aug 2022 - Jul 2024
    Calgary, Alberta, Canada
    Reported to Financial Advisor(s): Providing administrative assistance to Financial Advisor(s) related to clients’ investments; direct contact with clients by scheduling appointments, handling inquiries and preparing forms for personal accounts; calling clients to update information; and ordering office supplies.
  • Contract Employment
    Legal Or Administrative Assistant
    Contract Employment Jan 2017 - Jul 2022
    Calgary, Canada Area
    Reported to the HR Manager/Recruitment Agency as a contract employee to work on various systems within a changing environment.
  • Mccarthy Tétrault
    Legal Assistant (Layoff - Departure Of Lawyers)
    Mccarthy Tétrault Nov 2018 - May 2019
    Calgary, Canada Area
    Reported to the Senior Tax Partner (Regional Management Team), business and tax lawyers at this international law firm in the following areas of law: Tax, Business, Corporate (including Mergers and Acquisitions); and Oil and Gas. Systems included: MS Word 7 and 10, Office 2010 and 2016, Outlook, eDocs Management System, Elite and Aderant Accounting Programs, Workshare Compare; and Nuance Power PDF Advanced program.Handled legal team's schedules and travel arrangements; processed accounting requisitions and expense reports; and performed various administrative duties.
  • Dla Piper (Canada) Llp
    Legal Assistant
    Dla Piper (Canada) Llp Feb 2018 - Jun 2018
    Calgary, Alberta, Canada
    Reported to the Office Administrator (HR) as a floater in the Corporate and Litigation areas of law at this International law firm. Systems included: MS Word 2010, Elite Program with Outlook and iManage (WorkSite); and Nuance Power PDF Advanced Program.
  • Miller Thomson Llp
    Legal Assistant
    Miller Thomson Llp 2004 - 2016
    Calgary, Canada Area
    Reported to the Operating Managing Partner (2004-2006), Tax Department Head (2004-2012), Partners and Associates in the following areas of law: Corporate, Taxation, Trusts, Wills, Tax and Estate Planning, Personal Tax Planning; and Corporate Commercial.Assisted in closings regarding reorganizations of corporations (including mergers and acquisitions). Prepared, assembled and arranged for the execution of all documentation and completion of closing books. Gathered and delivered covering letters, closing books along with a CD/USB to parties attending closings.Managed and streamlined clients' calls to partners or associates to ensure the efficiency of clients' requests.Coordinated monthly National Tax Team Meetings. Provided the monthly National Tax Team Agenda on the forum and material provided by members for discussions in the meetings.Ensured completion of client information and all documentation was perfectly assembled for expediting income tax information packages to the Canada Revenue Agency.Prepared, revised and comparison of Employment Letter Agreements for partners and associate counsel. Ensured strict confidentiality in the handling of all documents.Handled monthly billings to clients. Directly responded to all inquiries from clients regarding accounting matters.Prepared mail merge correspondence and documents enclosed in packages.Scheduled meetings and conference calls with clients, government officials and lawyers.Mentored support staff regarding accounting, documentation and client matters.Annual Return packages: reviewed minute books, prepared annual returns and related corporate documents. Filed annual returns. Provided lawyers with packages for their review, covering letters for execution and forwarding to clients. Filed documents on files and in minute books.Initiated postage-paid envelopes in the Annual Return packages that ensured clients returned executed corporate documents for filing in minute books. This was implemented into practice.
  • Brownlee Llp
    Legal Assistant
    Brownlee Llp Jan 2003 - Sep 2004
    Calgary, Canada Area
    Reported to the Managing Partner and Associates in the following areas of law: Municipal and Corporate Commercial.Assisted legal team, corporate executives and the Alberta Government members in preparation and revisions to all P3 documentation regarding the construction of the new Calgary Court House building. Handled monthly billing to ensure all lawyers' time entries were entered precisely. Completed invoices and covering letters to officials promptly.
  • Burnet, Duckworth & Palmer Llp
    Legal Assistant
    Burnet, Duckworth & Palmer Llp Jan 1990 - Jun 2002
    Calgary, Canada Area
    Reported to the Tax Department Head, Senior Partners and Associates in the following areas of law: Corporate, Taxation, Corporate Tax Planning, Wills and Estates, Corporate Securities, Corporate Commercial; and Oil and Gas.Assisted in corporate securities closings related to mergers and acquisitions. Prepared, revised and comparison of prospectuses. Emailed to clients for review. Prepared, assembled and arranged for the execution of documents for corporate securities closings. Assembled all documents and ensured that there were no deficiencies for completion of closing books.

Nancy Erickson Skills

Legal Assistance Client Liaison Client Rapport Microsoft Office Docketing Enact Client Billing Elite Accounting System Corporate And Personal Tax Planning Time Management Document Drafting Document Review Cover Letters Invoice Processing Corporate Law Tax Law Trusts Will And Estates Tax And Estate Planning Municipal Law Corporate Commercial Law Oil And Gas Securities Law

Nancy Erickson Education Details

  • Crescent Heights High School, Calgary, Ab
    Crescent Heights High School, Calgary, Ab
    12

Frequently Asked Questions about Nancy Erickson

What is Nancy Erickson's role at the current company?

Nancy Erickson's current role is Administrative Assistant; Customer Service Representative; Receptionist.

What is Nancy Erickson's email address?

Nancy Erickson's email address is nl****@****ook.com

What schools did Nancy Erickson attend?

Nancy Erickson attended Crescent Heights High School, Calgary, Ab.

What skills is Nancy Erickson known for?

Nancy Erickson has skills like Legal Assistance, Client Liaison, Client Rapport, Microsoft Office, Docketing, Enact, Client Billing, Elite Accounting System, Corporate And Personal Tax Planning, Time Management, Document Drafting, Document Review.

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