Sherri Lynn Sears Email & Phone Number

Montreal, Canada Area

Point person; well-respected and trustworthy resource for all clients, resources and CCG staffManage daily office operationsPerform all aspects of human resources, including payroll, benefit administration and maintain related confidential filesApproving and streamlining processes, administrative tasks and office environmentOrganize complex multi-city travel and accommodation reservations for staffServe as a general resource and point of contact for travel and office related issuesAssist employees with issues and concernsManage documentation as well as prepare letters and documents as requiredBack up and assist Accounting staff with bank deposits, invoicing, credit card consolidation Back up and assist Marketing staff in their planning and coordinating of events

Montreal

Executive Assistant to Partner and Founder James Parkyn• Right hand to one of the Partners and Founders of PWL• Focussed on providing a strong client experience to a high-end clientele while handling sensitive and confidential information. • Strong organization and time management skills; proven ability to deal with multiple tasks in a fast paced environment while under pressure and within tight deadlines• Closely monitored the calendar while prioritizing client requests • First point of contact for clients in person and by phone, setup of all client meeting files, packages and experience • Managed team absences, coordinated all meetings and team events• Time entry and time management on ABAK, expense processing, travel planning• Prepared invoices and followed up on non-payment with clients• Prepped and lead weekly team meetings with all work required updates• Maintained lists such as “Opportunity Management” and various client lists• Worked with systems such as Client Vault, E-sign, PureFacts, Abak and Microsoft Office• Coordinated invites for several sponsored events, client meetings and general meeting requests• Worked closely with Marketing in updating and developing various ideas for better team/client experience• Created and assembled client and prospect packages• Restructured the position and created new processes to work smarter while creating a more thorough experience• Created a “How To Guide” which detailed how to complete any given task related to the team’s procedures• Supervised part-time and summer administrative help and assigned tasks accordingly

Ile Des Soeurs, Montreal Qc

Provided, independently with little direction, confidential support to the VP, Directors and the team. Ensured smooth departmental operationsBuilt strong cross functional relationships to maintain a network of key resources Strong organization and time management skilled; proven ability to deal with multiple tasks in a fast paced environment while under pressure and within tight deadlinesClosely monitored VP & Directors agendasPrepared expense reports for VP, Directors & employees requiring training. Created "How to " Informing on changes. Floor resource - responded to requests via email, phone & in person inquiries from both internal & external recipientsActed as a liaison between the VP and members of the team, internal and external resources, while demonstrating tact and professionalismCoordinated all travel arrangements for the VP, Directors and others as required using Air Canada and Egencia. Itineraries, airfare, hotel accommodation, car rental, etc Managed one employee who reported directly to me for an internshipManaged and secured confidential and sensitive information and exercised significant judgment and discretion regarding all communicationsProvided professional and tactful service Handled all arrangements for meetings according to specific requests by anticipating all necessary conveniences Coordinated and created a department onboarding HR forms (Serena) HR Employee Report - IT Requests (Easy Vista) - Payroll (EzLabor) - Taleo 1964 (vacation and absenteeism schedules) Created “How to” trained employees to efficiently maintain the formsVI management - worked directly with Finance and Procurement on policies and procedures for the setup and approval process of all invoices & assisted with required approvals Credit Card management and expense processOrg Chart creation and managementFire Safety Chief & First Aid

Ile Des Soeurs, Montreal Qc

Supported Directors; up to 5 at a time including Office of the CEO (2011/2012)Managing the smooth implementation of the day-to-day staff support functionsTrained & developed other Administrative staff - building accurate resources for training, administrative policies, procedures, methods and guidelinesPrepared and updated all forms such as HR, Taleo, Serena, Chorus, EzLabourInvoicing - Prep of all invoices & verification, followup with ApSingle point of contact for space, team support & resources Maintained and distributed monthly Org Chart for all of Marketing (2011)Maintained Directors agendasTravel arrangementsCatering requestsScheduling meetingsPrioritizing the timeProvided overall administrative support to the largest Marketing team Training of 1964 vacation schedule to the teams – Expense report training and verificationSet up and maintain all departmental HR files, both physical and electronicFiling and maintaining “Contract Records” electronicallyAssembling reports and binders for Council meetings and maintaining copies as a resource (2011/2012)Responsible for distribution of incoming floor communications and correspondencesExpense reports, invoices and Loi 90 reportsExecuted several floor movesMaintained booking of training rooms and travelling offices on my floorFloor resource for copiers, printers, supplies and name plates Floor Chief for Fire Safety (2012)Team vacation management Time entry for entire team on two systems Easy Labour & EtimeFloor Social CommitteeSpecial projects

Montreal - Qc

Working at RSM Richter Wealth Management, was a rewarding professional experience. Being part of a small team in a department that was just taking off was a priceless.• Assisted directly President of Wealth Management & worked directly with Partners & Directors • Maintained agenda, coordinated travel arrangements, meetings with Money Managers, prospects & clients• Ensures all work is properly documented, prepares email notifications to clients informing them of relevant news items, investment distributions, capital call notices and invitations• Prepared and updated account opening forms, declarations, completed internal documents, Money Manager account documents and distributed monthly statements• Provided overall administrative support to the department including expense reimbursements, memos, letters, presentations, for a team of 8• Set up and maintained all departmental files, both physical and electronic • Responsible for handling all incoming and outgoing communication and correspondence• Filed monthly UN Suppression of Terrorism reports and other regulatory documents, as required• Responsible for client welcome process and prospect follow-up process• Responded to client queries on issues, demonstrating all required technical /analytical competencies• Trained staff on entry in T&E & participates on special projects• Attended and contributed to team meetings by updating status of work in progress• Fire Marshal, Floor First Aider, Employee Champion, Community Day Leader

Montreal, Qc

Managed and prioritized daily work / Provided administrative support/ Answered up to 150 incoming calls daily / Bank deposits / Travel arrangements / Assisted in event planning / Opening and sorting of the daily mail / Document creation / File follow-up / Courier incoming and outgoing / Filing & file creation / Faxing, copying, emailing, scanning / Birthday announcements and memos / Employee log maintenance / Data entry / Organization of files and office supplies stock

Montreal, Canada Area

Assisting the President in various affairs & general running of the office: telephone, mail, greeting clients, invoicing & follow-up, filing, document preparation, conducting and designing interview plans, vacation schedules, time sheets and employee profiles, customer follow-up & customer service, maintenance of customer files, collection, data entry & translation from French to English.

Laval Qc, Canada

Inmates Accounting BudgetJournal Entry Excel tablesData EntryUnderstanding the MinistryInventory of Prison’s canteenPetty Cash DepositsInmate’s Payroll and AccountsIncome Statements

Montreal, Quebec, Canada

General office duties and management for a small engineering company with contracts in the aerospace industry. Manage daily office routineReception dutiesGeneral accounting dutiesAssist, President in his daily affairs

Diploma Of Professional Education, Accounting / Office Automation

Activities and Societies: Communication, Correspondence Production, Business Law, Payroll, Simply Accounting, Time Management, Outlook.

Continuing Education Computer Studies