EL
Open to opportunities

Emily Lall

@emilylall

Detail-oriented executive assistant with strong client relations skills.

Canada
Message

What I'm looking for

I am looking for a role that values collaboration and offers opportunities for professional growth.

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

PC
Current

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.

SS
Current

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.

LS

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.

FM

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.

NS

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 logoDC

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 logoCU

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

Open to opportunities

Location

Canada

Authorized to work in

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Emily Lall - Executive Assistant & Legal Services Coordinator - Portfolio Management Association of Canada | Himalayas