Stacey Gauer Email & Phone Number

Remote

• Women Corporate Directors (WCD) is the world’s largest membership organization and community of women corporate board directors.Executive Assistant to the CEO
• Manage the CEO’s schedule of meetings
• Assist with CEO travel schedule as needed
• Manage CEO expense reimbursement Board of Directors
• Schedule quarterly board meetings
• Assist with the quarterly board reports

Toronto, Ontario, Canada

• Coordinate meetings, create complex travel itineraries, domestic and international
• Perform mail merges and send out clients’ quarterly and annual statements
• Handle subscription and redemption documents
• Distribute financial statements and tax documents
• Expense accounts and pay invoices
• Input and manage client data in Purefacts financial solutions, an integrated data management system used for account transactions, statements of holdings and other client reports

Toronto, Canada Area

• Provide administrative support to the President and CEO including scheduling of meetings, travel coordination, and expense reporting.
• Drafting agendas for President & CEO review for Executive Committee, Finance & Audit Committee and Board meetings.
• Attendance and minute taking at Executive Committee, Finance & Audit Committee and Board meetings.
• Assist with Board planning and governance. Tracking Board Director terms.
• Provide day-to-day general office management support including maintenance of office/IT equipment. First point of contact for onsite IT support.
• Monthly meetings with IT support to review any ongoing issues. Attend quarterly meetings with President and CEO with IT support.

Burlington, Ontario

• Provide high-level administrative support to the National President & CEO and Senior Leadership Team including calendar management, proofreading documents and travel arrangements.
• Support the Annual General Meeting and other Special Meetings of the Membership including set up of electronic voting process and preparing the timeline and required documentation for the meeting.
• Support the National Board of Directors by preparing and circulating Board meeting packages, attending and preparing minutes of Board meetings and coordinating logistics of Board travel and venue.
• Support the National Board committees by coordinating timing of meetings and attending and taking minutes.
• Support the BBBSC Foundation Board of Trustees by preparing and circulating Board meeting packages, attending and preparing minutes.
• Coordinate travel and accommodations for the National Office staff and third parties.

Burlington, Ontario

• Created Excel spreadsheet to track expenses for sales team
• Input of daily cheques to Excel spreadsheet for US accounting staff
• Preparation of daily bank deposits
• Printing of weekly cheque run
• General office duties including scanning

Oakville, Ontario

• Preparation of various documentation including letters, invoices and Powerpoint presentations.
• Managed the calendars for the Chairman and President including meetings and travel.
• Worked with the HighView Chairman to manage the firms’ day-to-day operations including accounts payable and account receivables.
• Data entry with Quickbooks.
• Maintained all office supplies, including stationery and marketing materials.
• Accountable for taking and producing minutes from client meetings.

Toronto, Canada Area

• Primary contact for TD Capital with Global Technology personnel to monitor and control department/system needs/access coordinating system connectivity.
• Supervised two administrative clerks, prepared and delivered annual performance appraisals and met regularly to provide feedback on goals and objectives.
• Ensured continual maintenance of telecommunications for the department; ordered/purchased new fax machines, cell phones and services; primary point of contact for all cell phone issues, repairs and programming.
• Coordinated with premises group to facilitate any issue that affected TD Capital
• Maintained all office supplies, including stationery and marketing materials; ensured filing and archiving policies were being adhered to, as well as the review and update of policies as required.
• Supported and trained users on video conferencing system