Experience
Client Service Coordinator
- Client coordination for Canadian private companies and high-net-worth families and individuals.
- Project management of each client deliverable, inception through completion.
- Create departmental documents, proposals, and presentations.
- Calendar management of external clients and internal teams
- Responsible for creating training material and training of new hires.
- Familiarity with Canadian tax policies & procedures - personal, corporate, & trusts.
Virtual Administrative Assistant
- Maintaining multiple executive calendars, inboxes, and travel schedules simultaneously
- Prepared executive level documentations and presentations.
- Coordinated regional departmental events.
- Trained new hires.