Emily Lall
@emilylall
Detail-oriented executive assistant with strong client relations skills.
What I'm looking for
I am an experienced Executive Assistant and Legal Services Coordinator currently working at the Portfolio Management Association of Canada. My role involves creating and finalizing meeting materials, managing schedules across various time zones, and overseeing travel arrangements. I take pride in my ability to handle confidential documents and ensure that actionable items are monitored effectively.
Previously, I served as a Client Relations Advisor at LEAP Legal Software, where I developed new processes to enhance client service delivery and analyzed client data to identify trends. My experience in sales as a Life Insurance Advisor and Outbound Sales Specialist has equipped me with strong communication skills and a proven track record in client satisfaction and retention.
Experience
Work history, roles, and key accomplishments
Executive Assistant & Legal Services Coordinator
Portfolio Management Association of Canada
Sep 2023 - Present (1 year 10 months)
Created and finalized meeting minutes, agendas, and board materials. Managed schedules and calendars across various time zones to ensure efficient coordination of meetings and project timelines.
Marketing and Events
Street Haven (Women’s Shelter)
Sep 2024 - Present (10 months)
Helped identify and reach out to potential sponsors, donors, and partners to support fundraising initiatives. Collaborated on creating promotional materials, managing social media campaigns, and driving event awareness.
Client Relations Advisor
LEAP Legal Software
Jul 2022 - Aug 2023 (1 year 1 month)
Communicated with clients to troubleshoot software issues and developed new departmental processes to enhance client service delivery. Coordinated materials for meetings, including post-meeting write-ups and follow-up emails.
Outbound Sales Specialist
Freedom Mobile
Apr 2018 - Apr 2020 (2 years)
Handled an average of 45 calls per day from unsatisfied customers regarding their cell phone service. Achieved a 91% customer satisfaction rate and contributed to a 45% reduction in churn.
Life Insurance Advisor (Sales)
Neilson Financial Services
Dec 2021 - Jul 2022 (7 months)
Provided client advising and comprehensive guidance based on financial needs. Collaborated with clients on financial planning to develop strategies for achieving their short-term and long-term goals.
Education
Degrees, certifications, and relevant coursework
Durham College
Life License Qualification Program (LLQP), Life Insurance
Obtained Canada-wide licensing, excluding Quebec, in life insurance, accident and sickness, ethics, and segregated funds and annuities. This program provided comprehensive knowledge and skills essential for a career in financial services.
Carleton University
Honors Bachelor of Arts, Law, Business Concentration
Completed an Honors Bachelor of Arts with a concentration in Law and a minor in Human Rights and Social Justice. This program provided a strong foundation in legal principles and social justice issues.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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