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Vanessa Leon

Vanessa Leon

Administrative Assistant

BMO Nesbitt Burns

Toronto, Canada Area, ca

Vanessa is currently a fourth year Communications and Media student with a minor in Business studying at Carleton University in Ottawa, Ontario. She aspires to work in Marketing or PR. She has chosen this field because she has always enjoyed the interactive and interpersonal side of business as it focuses on the clients and p...

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BMO Nesbitt Burns

Administrative Assistant

- Responsible of reception duties such as handing the telephone and front desk
- Greeted clients and forwarded in-coming calls to their extensions
- Assisted the branch operations manager by completing office projects, running errands, and helping with anything that needed to be done in operations and cage
- Was available for administrative support which included filing, database and records management, created reports, spreadsheets and data entries
- Helped assist cage by creating labels for documents that needed to be sent to clients as well as handled the packaging of the mail
- Worked closely with RIS the CRM used in BMO Nesbitt Burns
- Helped coordinate corporate events like an open-house to a new office move as well as the annual Christmas party planning

Some of the projects worked on are:
- Worked with SalesForce
- Worked on RIS to change clients from advisor codes to new ones