Terry K. Email & Phone Number

Run reports for data entry into excel spreadsheets; processing invoices/expenses, tracking expenses, invoices and marketing fees, assist marketing with content for company-wide quarterly newsletters, produce internal newsletter with department and special projects as assigned.

Toronto, Ontario, Canada

Work closely with Sales, Broker Remuneration and National Logistics teams with: tracking broker payments, issuing/generating broker agreements, data input into Salesforce and HUON, processing sponsorships and broker payment cheque requisitions, chairing weekly meetings during special projects such as Retention programs (includes tracking progress). Special projects as assigned.

Toronto, Canada Area

• Administrative responsibilities for 6 VPs and their respective teams in various areas including, Corporate Development/Sales, IT, Finance and Marketing.• Responsible for travel booking, expenses, invoice processing and tracking, data processing, and special projects as assigned.• Work closely with the Corporate Development / Sales team on tracking broker payments, issuing/generating broker agreements, data input into Salesforce, chairing weekly meetings during special projects such as Retention/Initiative programs and tracking progress.• Received several internal recognitions for work well done.

Toronto, Canada Area

Toronto General Hospital

Perform all administrative functions for Hospital Ombudsman and team of Patient Coordinators including; coordination of internal/external meetings, agenda setting, maintaining confidential patient filing both electronic and paper as well as producing correspondence and Powerpoint Presentations for the Ombudsman. Also solely responsible for the Virtual Patient Focus Group which involved creating and compiling surveys.

Toronto

Assisted the Director and a team of 10 account managers and 9 client managers of the Equipment Financing department. Responsibilities included; travel planning, Salesforce management, data processing, document preparation, event planning, sales presentation preparation, expenses, prospect research and other general administrative tasks.

Toronto

Managed administrative tasks for several Managing Directors, Vice Presidents, analysts and associates in the Investment Banking department. This included travel planning, calendar management, event planning, expense management. Also coordinated logistics for marketing trips including preparing packages.

Toronto

Administrative support of several VP's and analysts including, extensive complex travel planning, expenses, proactive calendar management, Powerpoint presentations, and general administrative tasks.

Mississauga

Responsible for all administrative functions for the Vice President Finance and (3) Finance Directors including but not limited to; calendar management, travel planning, expense management, presentation preparation, mail, filing, data compilation, and meeting documentation preparation. Also the administrator for the Customer Service and Finance intranet websites and also chosen to be the United-Way donation coordinator. Recipient of several internal awards for excellence in assistance and completion of projects.

Toronto

I developed an administrative position into a full research-support role over the course of three years. For this position I provided data gathering and processing services to a team of eight research analysts and associates in the telecommunications, technology and media (“T.M.T.”) sectors and to the Director of Research. Also provided administrative functions including; expensive travel planning / management both domestic and international, expense processing, calendar management, filing, produced several weekly reporting,