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Nancy Erickson is listed as Administrative Assistant; Customer Service Representative; Receptionist based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Nancy Erickson.
Nancy Erickson previously worked as Branch Office Administrator at Edward Jones and Legal or Administrative Assistant at Contract Employment. Nancy Erickson holds High School - University Entrance Program, 12 from Crescent Heights High School, Calgary, Ab.
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.
Listed skills include Legal Assistance, Client Liaison, Client Rapport, Microsoft Office, and 19 others.
A career timeline built from the work history available for this profile.
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.
Calgary, Canada Area
Reported to the HR Manager/Recruitment Agency as a contract employee to work on various systems within a changing environment.
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.
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.
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.
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.
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.
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Nancy Erickson is listed as Administrative Assistant; Customer Service Representative; Receptionist.
Nancy Erickson is based in Calgary, Alberta, Canada.
Nancy Erickson has worked for Edward Jones, Contract Employment, Mccarthy Tétrault, Dla Piper (Canada) Llp, and Miller Thomson Llp.
You can use AeroLeads to view verified contact signals for Nancy Erickson, including work email, phone, and LinkedIn data when available.
Nancy Erickson holds High School - University Entrance Program, 12 from Crescent Heights High School, Calgary, Ab.
Nancy Erickson is listed with skills including Legal Assistance, Client Liaison, Client Rapport, Microsoft Office, Docketing, Enact, Client Billing, and Elite Accounting System.
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