Expertise and Capabilities

Executive Manager and Board & Executive Administrator

  • Provide Comprehensive and Strategic Support
  • Execute Logistics for Executive, Board and Management Meetings
  • Producing Complex Meeting Packages including Drafting Agendas, Motions, Presentations and Reports
  • Record and Produce Detailed Minutes
  • Advanced Letter, Document and Report Writing
  • Creating Client Presentations and Proposals
  • Document Formatting and Editing
  • Develop Customized Spreadsheets and Contracts
  • Complex Calendar Management and Scheduling
  • Design Organizational Charts
  • World Wide Travel Arrangements

Process Improvement

  • Business Process Improvement
  • Improvement Strategies
  • Cost Control Implementation
  • Corporate Document Creation
  • Document Management Systems
  • Policy and Process Review
  • Operational Efficiencies
  • Inventory Control

Business Operations

  • Project Management
  • Office Management
  • Develop Policy and Process Manuals
  • Recruitment, Training and Onboarding

Corporate Planning

  • Company Events
  • Corporate Retreats
  • Conferences
  • Team Building Activities
  • Employee Recognition Programs
  • Staff Training Programs

Monthly Bookkeeping

  • Maintain Current Financial Records
  • Account Reconciliation Reports
  • Credit Card Reconciliation
  • Manage Bank Statements
  • Administer Payables / Receivables

Financial Reporting

  • Cashflow Forecasting
  • Budget Tracking / Analysis
  • Financial Statement Compilation / Presentation
  • Filing Corporate Annual Returns

Technical Skills

  • MS Office 365 (for both PC & Mac) – Word, PowerPoint, Excel, Forms & Outlook
  • Meeting & Document Production – BoardVantage, Diligent, Adobe Professional, Foxit, PDFelement, Visio, and Dropbox
  • Oracle Financial – General Ledger & Purchasing Systems
  • Computerized Accounting Programs – QuickBooks Accountant Online, QuickBooks Pro, Quicken, Wave, PAYweb and Nebbs Payroll Systems
  • Project Management & Team Communication – Basecamp, PeopleSoft, Dayforce, Purely HR, Workday, MS Teams and Google Workspace
  • Intranet & Website Management – SharePoint, One Drive, Daylite, Raiser’s Edge, WordPress, Slido and Survey Monkey
  • Contract/Document File Management and Procurement Systems – SAP, Lotus Notes, Citrix, OneNote and OnTrack
  • Reporting, Purchasing and Record Management Systems – SIRS, Vogue and Practice Solutions        
  • Online Travel Booking Sites – Sabre, Concur, American Express, Air Canada Small Business, Aeroplan and WestJet
  • Social Media – LinkedIn, Facebook, Instagram, Zoom & Teams Meetings, Google Chat, Amazon Prime and Apple iPad/iPhone/iPod.