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Patty
Canada-Ontario-South Western Ontario
Executive Secretary
To work at home as an executive / administrative assistant and / or secretary.
To work at home as a Bookkeeper.
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Professional Experience
Management Skills
Hired, trained and evaluated office personnel
Developed a system to train all administrative staff
Provided feedback on employee performance
Developed a job description for newly appointed position
Hired administrative staff for senior management
Administrative Skills
Coordinated all office activities for upper management, specifically confidential client information, client correspondence, travel itineraries, client meetings and luncheons, boardroom management / personnel meetings
Answered and screened all incoming phone calls and directed as required
Transcribed client / general correspondence, minutes, and memorandum
Responded to client requests ensuring prompt and professional service
Composed letters of correspondence relative to clients sensitive and confidential information (accounts and portfolios)
Maintained existing client accounts and attended to client requests by either telephone or in person
Accounting Skills
Performed all A/R and A/P functions for non-profit organization
Drafted and finalized monthly income/expense reports and balance sheets for Board of Managers
Presentation of income/expense reports and balance sheets at monthly Board of Management meetings, demonstrating accuracy and organizational ability
Completed payroll and all government remittances on a monthly, quarterly and annual basis
Adhered to specific financial guidelines when reporting to Corporate Head Office and provided in a timely manner
Handled large amounts of money, prepared bank deposits and recorded transactions into designated computer program
Liaison with bank officials and financial planners with respect to financial investments
Prepared Annual Report / Budget by compiling monthly, quarterly and annual financial data
Assisted with review of annual financial statements with Chartered Accountant
Handled new and existing client financial accounts/submission of annual receipts
Reconciled G / L with bank statement
Work History
Treasurer, St Andrews Presbyterian Church, Tillsonburg ON (part-time) 2002 - present
Office Assistant, Pearce Equipment Sales Ltd., Tillsonburg ON 1998 - 2002
Secretary (casual), Canadian Air Compressor Ltd., Tillsonburg ON 1987 - 1998
Executive Assistant, Connor, Clark & Co., Toronto ON 1986 - 1987
Executive Secretary, Royal LePage Real Estate (Commercial Div.) Toronto 1981 - 1986
Education
Fanshawe College, Tillsonburg, ON Microsoft Office Courses (Word, Excel, PowerPoint, Outlook Express) 1999
Shaw Colleges, Toronto, ON Accelerated Business / Secretarial Diploma 1979
University of Toronto, Toronto, ON English Literature 1977-1978
Obtained 4 credits toward B.A. Degree
Grade 13, Annandale High School, graduated with Honours. Received a Scholarship for University in English Literature
Hobbies / Interests
Interior Decorating, Swimming, Reading, Fitness
References Available Upon Request
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