Marissa Kasper

As a Practice Manager, I hosted weekly assistant meetings, created agendas, and communicated key points with the leadership team. I also supervised three assistants, created Key Performance Indicators, and monitored their progress.

As an Executive Assistant to the Regional Vice President, I managed Private Wealth cases, scheduled meetings, and organized inboxes and calendars. I also oversaw associate hiring, client allocation, and budget tracking using Excel and QuickBooks.

I was selected for the Centralized Processing team, where I processed paperwork for all of Canada, exceeding 75 requests daily. I maximized efficiency through Microsoft Teams and managed high-net-worth paperwork for Private Wealth consultants.

As a Client Services Coordinator, I proficiently processed paperwork for consultants and supported them with training sessions and presentations. I also handled reception duties, calendar bookings, and front-facing client communication.

As a Part-time Coordinator and Assistant, I effectively completed client bookings, scheduling, and file organization. I also implemented Facebook and social media marketing plans and processed paperwork for consultants.

As an Intern to a Financial Consultant, I assisted with new client acquisition calls, client bookings, and scheduling. I also managed file and database organization and contributed to social media marketing plans.

Completed a Business Administration Diploma with a specialization in Human Resources. This program provided a comprehensive understanding of business operations and HR practices.

Grade: Above 80 %

Obtained a Marketing and Communications Certificate, demonstrating proficiency in key marketing strategies and communication techniques. Achieved an impressive grade level of above 80% in all coursework.

Completed Grade 12 education through virtual learning at Rock View Learning Connection. This experience fostered self-discipline and adaptability in a remote learning environment.