Nancy Erickson
Branch Office Administrator at Edward Jones
Based in Calgary, Canada
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Seniority
Staff
Department
Operations
Location
Calgary
Industry
Financial Services
Company size
45K
Contact information
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n•••••••@edwardjones.com
Phone
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Background
About Nancy Erickson
OBJECTIVE LEGAL OR ADMINISTRATIVE ASSISTANT ONLY To obtain employment as a Legal or Administrative Assistant with a firm or company that will offer a challenge and utilize my extensive skills. Working one-on-one with a senior partner, I am an accomplished Legal Assistant with extensive experience. Positions include providing legal teams with accurate administrative support in a challenging and fast-paced environment. I am committed to confidentiality and quality performance with the ability to multi-task. Adaptable to constant changes in the workplace. Excellent rapport with clients, along with local, national, administrative, and legal team members. LEGAL ASSISTANT ONLY Areas of law related to my work history include the following: Business Law (Corporate), Taxation and Corporate Securities (Mergers and Acquisitions), Corporate Commercial (Incorporations and Organizations, Annual Returns), Oil and Gas, Trusts; Estate Planning and Wills; Personal Tax Planning and Litigation. CUSTOMER SERVICE REPRESENTATIVE ONLY To obtain employment as a Customer Service Representative with a company that will offer a challenge and utilizes my skills. I have enjoyed my position managing clients' requests and anticipating their requirements which resulted in a successful resolution. I am committed to confidentiality and quality performance with the ability to multi-task. Adaptable to constant changes in the workplace. Excellent rapport with clients, along with local, national, administrative, and legal team members. HIGHLIGHTS OF QUALIFICATIONS Communicated and collaborated effectively with the legal team and prioritized duties. Liaised with clients, anticipated requirements, and ensured deadlines were met. Prepared, duplicated and revised documents with minimal direction. This included transcribing handwritten notes and digital dictation. Converted documents using PDF programs. Managed legal files, including keeping records up-to-date. Provided various searches (corporate, APPRES, due diligence) as required. Obtained CORES Level 1 in June 2013. TECHNICAL SKILLS Updated corporate database (EnAct), utilized billing software (Elite and Aderant) and administration of income tax compliance. ADVANCED SKILLS MS Word Office, Windows 10, Outlook, eDocs, iManage (WorkSite) and Worldox Document Management Systems, Elite and Aderant Accounting Systems, Workshare Compare, Nuance Power PDF Advanced and Adobe PDF programs; and EnAct database.
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