Administrative Assistant / Legal Professional

Provide comprehensive administrative support to financial advisor and management team. Maintain accurate client records, process documentation, and ensure compliance with company policies and procedures. Utilize software systems such as PSG MyBase and PSG MyPractice. Coordinate client appointments, manage calendars, and handle correspondence professionally. Draft wills and assist in estate handling. Assist in preparation of reviewal documents, reports, statements and quotations. Handle daily office operations including filing, data entry, managing office supplies and telephone duties. Liaise with clients to address queries and provide updates. Ensure timely and accurate submission of regulatory and compliance-related documents.

Drafted detailed legal opinions on municipal matters ensuring compliance with laws and regulations. Processed payments and managed financial transactions. Utilized software such as Collaborator and Solar to manage workflows and municipal operations. Prepared and uploaded requisitions for goods and services. Assisted in legal research and drafting of municipal by-laws, policies, and contracts. Provided support with compliance reviews and document preparation for council meetings. Collaborated with Legal Services team to resolve community legal queries. Conducted administrative tasks including record-keeping, data entry and file management. Handled applications for extended liquor trading days and hours.

Led and managed a team of sales representatives, providing guidance, training and performance evaluations. Set sales targets and motivated team members. Analyzed market trends, customer demands, and competitor activities to forecast sales and develop plans and budgets. Built and maintained relationships with key customers and identified new business opportunities. Managed customer accounts ensuring exceptional service and resolving complaints. Stayed up-to-date with industry trends and competitor products. Represented the company at trade shows, conferences, and other industry events.

Reception duties, secretarial administration, drafting legal documents, handling estates, assisting with queries, and customer assistance.

General secretarial administration assistance, data capturing, general work including cleaning and sorting of books.