Tatyana Leber

Tatyana Leber Email and Phone Number

Advisor Assistant - SevenOak Asset Management @ SevenOak Private Wealth
medicine hat, alberta, canada
Tatyana Leber's Location
Greater Calgary Metropolitan Area, Canada
Tatyana Leber's Contact Details

Tatyana Leber personal email

n/a
About Tatyana Leber

An experienced senior-level administrative professional in the financial investment and IT industry with over 10 years of increasingly responsible experience in large corporations.Outstanding communication and technical skills. Enjoying working in fast paced environments, embracing changes, strong leader and team player.

Tatyana Leber's Current Company Details
SevenOak Private Wealth

Sevenoak Private Wealth

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Advisor Assistant - SevenOak Asset Management
medicine hat, alberta, canada
Website:
davidsonprivatewealth.com
Employees:
2
Tatyana Leber Work Experience Details
  • Sevenoak Private Wealth
    Licensed Investment Advisor Assistant
    Sevenoak Private Wealth Jun 2021 - Present
    Калгари, Альберта, Канада
    Investment Representative in Private Wealth Sector.As an experienced Investment Representative I am focused on helping clients grow and protect their wealth. I offer my support in tailored strategies, clear guidance, and a commitment to long-term success in navigating financial markets.
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  • The Estate Advisory Board
    Investment Representative
    The Estate Advisory Board Feb 2020 - Jun 2021
    View
  • Canadian Natural Resources Limited (Cnrl)
    Recruitment Assistant
    Canadian Natural Resources Limited (Cnrl) May 2019 - Jan 2020
    Calgary, Alberta, Canada
    View
  • Ey
    Executive Assistant
    Ey Nov 2018 - Feb 2019
    Calgary, Alberta, Canada
    Provided daily wide administrative support to Partners by: • Supporting the Executive management team in areas such as preparation and maintenance of clients’ documentation, administration of clients’ accounts and file maintenance. • Managing multiple calendars, schedules, emails, and phone calls. • Coordinating strategic planning days, travel, training and conferences for Executives. • Ensure the proper management and approval of individual and corporate expenses… Show more Provided daily wide administrative support to Partners by: • Supporting the Executive management team in areas such as preparation and maintenance of clients’ documentation, administration of clients’ accounts and file maintenance. • Managing multiple calendars, schedules, emails, and phone calls. • Coordinating strategic planning days, travel, training and conferences for Executives. • Ensure the proper management and approval of individual and corporate expenses, and manage budget reports. • Support Executives by monitoring follow-up activities, action items and materials in advance of meetings. Show less
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  • Bmo Nesbitt Burns
    Administrative Assistant
    Bmo Nesbitt Burns May 2015 - Nov 2018
    Calgary, Canada Area
    Administrative support of daily work flow, calendar and document management to an Investment Advisory Team by: • Managing and scheduling calendars and maintaining contacts for 3 advisors. • Preparing and maintaining client documentation (new accounts, updates, transfers). • Handling daily/monthly/quarterly reports as required in a timely manner. • Ensuring all client information, notes and meeting minutes are properly input into the database.
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  • Hudson'S Bay Company
    Customer Service Associate, Sales And Beauty Advisor
    Hudson'S Bay Company Nov 2013 - Feb 2015
    Downtown Calgary
    Responsible to be the store’s representative for all Chanel businesses. To protect, defend and promote 3 CHANEL areas: Skincare, Makeup products and Fragrances.
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  • Alyance Bank
    Lead Manager
    Alyance Bank Sep 2012 - Aug 2013
    Almaty, Kazakhstan
    Department of Business Analysis.IT Project leading and coordination, techical specifications and procedures creation.• Managed a team of ten IT specialists developing IT programs for various banking services such as deposits, loans, reporting and post systems.• Responsible for developing of technical specifications and operating procedures for the Department.• Conducted business systems analysis, data analysis and problem resolution for banking systems• Planned and… Show more Department of Business Analysis.IT Project leading and coordination, techical specifications and procedures creation.• Managed a team of ten IT specialists developing IT programs for various banking services such as deposits, loans, reporting and post systems.• Responsible for developing of technical specifications and operating procedures for the Department.• Conducted business systems analysis, data analysis and problem resolution for banking systems• Planned and coordinated processes to achieve IT project targets consisting of over 10 projects monthly.• Executed and maintained program management processes in the areas of: new product development and internal banking reporting. Show less
  • Alyance Bank
    Project/Lead Specialist
    Alyance Bank Sep 2010 - Sep 2012
    Almaty, Kazakhstan
    Department of new Banking products development • Participated in over 5 big projects of new banking systems introduction, which helped to reduce costs by 10 %• Developed work plans (including budget and risk management plans), managed deadlines and coordinated project team and sub-team activities• Trained over 50 skilled people to effectively demonstrate a new products and systems options.• Mentored staff in methodology and consulting excellence and encouraged best practice in… Show more Department of new Banking products development • Participated in over 5 big projects of new banking systems introduction, which helped to reduce costs by 10 %• Developed work plans (including budget and risk management plans), managed deadlines and coordinated project team and sub-team activities• Trained over 50 skilled people to effectively demonstrate a new products and systems options.• Mentored staff in methodology and consulting excellence and encouraged best practice in project management and project planning.• Developed project plans and assumed responsibility for project profit and loss Show less
  • Bta Bank
    Executive Assistant
    Bta Bank May 2005 - 2008
    Almaty, Kazakhstan
    Administrative Executive support to a Head of IT Department:• Coordinated, directed and administered day-to-day business operations. • Arranged meetings with internal/external parties including booking venues, arranging catering, ensuring availability of audio/visual equipment, etc. as required• Managed the calendar of the 2 department Managers (including identifying and managing conflicting priorities in scheduling and appointments)• Arranged all aspects of travel for… Show more Administrative Executive support to a Head of IT Department:• Coordinated, directed and administered day-to-day business operations. • Arranged meetings with internal/external parties including booking venues, arranging catering, ensuring availability of audio/visual equipment, etc. as required• Managed the calendar of the 2 department Managers (including identifying and managing conflicting priorities in scheduling and appointments)• Arranged all aspects of travel for employees, including flight arrangements, accommodations, car rentals, etc. Show less
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Tatyana Leber Skills

Leadership Customer Experience Powerpoint Banking Calendaring Stakeholder Management Public Speaking Sap Skilled Multi Tasker Retail Управление Документами Менеджмент Event Planning Конфиденциальность Data Analysis Sales Operations Business Analysis Vendor Management Team Management Team Leadership Process Improvement Финансы Строительство Опись Sales Management Коммуникация Microsoft Office Microsoft Word It Operations Marketing Social Networking Microsoft Excel Travel Arrangements Executive Administrative Assistance Microsoft Outlook Критическое Мышление Организаторские Навыки Technical Support Business Process Improvement Административные Услуги Teamwork Планирование Проектов Project Management Public Relations Редакторская Деятельность Analytics Handle Confidential Information Организация Деятельности Офиса Motivation Drafting Correspondence

Tatyana Leber Education Details

Frequently Asked Questions about Tatyana Leber

What company does Tatyana Leber work for?

Tatyana Leber works for Sevenoak Private Wealth

What is Tatyana Leber's role at the current company?

Tatyana Leber's current role is Advisor Assistant - SevenOak Asset Management.

What is Tatyana Leber's email address?

Tatyana Leber's email address is ta****@****bmo.com

What schools did Tatyana Leber attend?

Tatyana Leber attended University Of International Business, Canadian Securities Institute, Southern Alberta Institute Of Technology (Sait).

What are some of Tatyana Leber's interests?

Tatyana Leber has interest in Health, Economic Empowerment.

What skills is Tatyana Leber known for?

Tatyana Leber has skills like Leadership, Customer Experience, Powerpoint, Banking, Calendaring, Stakeholder Management, Public Speaking, Sap, Skilled Multi Tasker, Retail, Управление Документами, Менеджмент.

Who are Tatyana Leber's colleagues?

Tatyana Leber's colleagues are Lisa Macdonald, Tyler Davidson.

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