Marie Collette
Winnipeg,MB
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
Work History
Building Manager
10105381 MB Inc
10.2021 - Current
- Improved tenant satisfaction by addressing maintenance requests promptly and efficiently.
- Reduced building expenses through regular preventative maintenance and energy-efficient upgrades.
- Managed daily operations for a smooth-running professional building, ensuring a safe and comfortable working environment.
- Enhanced security measures through the installation of surveillance cameras and access control systems.
- Implemented an effective emergency response plan, training staff members to handle various crisis situations.
- Conducted regular property inspections to identify potential issues and address them proactively.
- Maintained accurate records of all financial transactions related to the property, including rent collection and vendor payments.
- Oversaw renovations projects, ensuring completion within budget constraints and established timelines.
- Collaborated with property owners to develop budgets for annual operating costs, capital improvements, and long-term planning initiatives.
- Enforced safety protocols throughout the building consistently resulting in reduced incidents or accidents.
- Planned and scheduled general maintenance, major repairs and remodeling projects.
- Inspected grounds and facilities to identify necessary repairs.
- Managed and scheduled contract workers who completed building maintenance and upgrades.
- Directed removal of snow and ice from common outdoor areas, parking lots and entrances.
- Communicated effectively with owners and on-site associates.
- Negotiated contracts with vendors, securing competitive rates for services while maintaining high-quality workmanship.
Associate Advisor
Prairie Sky Financial Services Inc
02.2015 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Cultivated strong relationships with clients through regular communication and attentive listening.
- Collaborated with senior advisors in creating customized wealth management solutions for high-net-worth individuals.
- Assisted clients in navigating complex financial decisions, such as retirement planning and estate management.
- Conducted thorough research on market trends, enabling informed recommendations for portfolio adjustments.
- Supported the creation of marketing materials to attract new clients and grow the advisory practice''s revenue.
- Analyzed client risk tolerance and objectives, ensuring appropriate asset allocation within portfolios.
- Maintained compliance with industry regulations, resolving potential issues quickly and effectively.
- Enhanced client trust by maintaining confidentiality of sensitive personal information at all times.
- Streamlined operational processes to improve overall efficiency within the advisory team.
- Educated clients on various investment products, empowering them to make informed decisions about their financial future.
- Executed trades efficiently, minimizing transaction costs while maximizing portfolio performance for clients.
- Facilitated productive client meetings by preparing agendas, pertinent documents, and insightful analysis beforehand.
- Regularly reviewed existing investments for continued suitability based on changing market conditions or shifts in client circumstances.
- Successfully resolved any client concerns or inquiries promptly by leveraging extensive knowledge of financial concepts and strong problem-solving skills.
- Implemented tax-efficient strategies within client portfolios, optimizing after-tax returns over time.
- Achieved qualitative and quantitative targets for individual performance.
- Navigated multiple systems to manage requests.
- Identified and reported issues that negatively impacted customer experience.
- Built and maintained relationships with clients to provide ongoing support.
- Improved processes by recommending operational changes.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Gathered and analyzed customer feedback to inform product and service improvements.
- Anticipated responses and prepared clear and articulate answers.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Collected, arranged, and input information into database system.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
- Maintained database systems to track and analyze operational data.
- Devised and implemented processes and procedures to streamline operations.
Quality Assurance Analyst
ProfitMaster Canada
04.2012 - 02.2015
- Enhanced software quality by conducting thorough testing and identifying areas for improvement.
- Streamlined QA processes for increased efficiency and reduced time spent on redundant tasks.
- Collaborated with development teams to identify, track, and resolve software defects in a timely manner.
- Improved product reliability by executing rigorous test plans and ensuring software met established requirements.
- Managed end-to-end test cycles for comprehensive evaluation of system performance and functionality.
- Identified risks associated with software changes, mitigating potential issues through careful analysis and proactive communication with stakeholders.
- Reduced defect rates through meticulous attention to detail during code reviews, working closely with developers to address any identified issues quickly.
- Maintained comprehensive knowledge of relevant industry regulations and standards, ensuring compliance throughout the QA process.
- Supported company in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
- Created and achieved product quality objectives and met product specifications.
- Adhered to standardized software quality assurance best practices, policies and processes.
- Created successful test scripts to manage automated feature testing,
- Advised developers on problems with databases, performance and other issues.
- Managed and monitored installed systems for highest level of availability.
Administrator
ProfitMaster Canada
07.2009 - 04.2012
- Streamlined office operations by implementing efficient administrative systems and procedures.
- Facilitated cross-departmental collaboration, resulting in increased efficiency and timely project completion.
- Coordinated company events and meetings to foster teamwork and boost employee morale.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Collected, arranged, and input information into database system.
- Evaluated customer needs and feedback to drive product and service improvements.
- Annual training
- Coordinated with vendors to deliver exceptional catering and audiovisual services during events.
- Conducted post-event analysis, identifying areas of improvement for future events.
- Managed budgets effectively, negotiating contracts to secure cost savings without compromising quality.
- Handled crisis management situations promptly, minimizing negative impact on event outcomes and client satisfaction.
- Maintained accurate records of all event expenditures, ensuring budget compliance across multiple projects.
- Adapted quickly when faced with unexpected challenges or changes in plans, maintaining composure while finding effective solutions.
- Coordinated schedules and timelines for events.
- Managed event logistics and operations.
- Performed event coordination for larger parties and gatherings.
- Oversaw event registration process by collecting and tracking attendee information.
- Developed and distributed event surveys to gather feedback and assess event success.
Education
High School Diploma -
Fort Richmond Collegiate
Winnipeg, MBLife Licence Qualification Program
Insurance Council of Manitoba
Winnipeg, MB07.2017
Canadian Investment Funds
The Investment Funds Institute of Canada
Winnipeg, MB05.2016
Skills
- Wealth Management
- Data Interpretation
- Self Motivation
- Effective Communication
- Problem-Solving
- Multitasking Abilities
Affiliations
- Metis
Volunteer
Secretary, Manitoba Association of Automobile Clubs (MAAC)
January 2021 - present
- Updated website to fresher, more modern look and abilities (with Web Designer)
- Agendas, meeting notes during meetings, send to Membership after meeting
- Create and implement new process for membership renewal, reducing inefficiencies and repetition
- Annual Membership renewal coordination
- Coordination of Member events and creation of Annual Event Guide with The Winnipeg Free Press
- Social Media
- Communications from Executive to Membership
President, Vice-President, Secretary, Red River Jeep Club (RRJC)
- Agendas, meeting notes during meetings, send to Membership after meeting
- Assist Treasurer with Annual Membership renewal
- Assist with updates to Articles and Constitution
- Coordination of Member events
- Social Media
- Communications from Executive to Membership
Place of Safety, Southern Child & Family Services
May 2019 - December 2021
- Raised 4 high needs siblings in CFS care
- Built a solid and trusting rapport with the children
- Created a safe and trusting environment for care
- Monitored progress and documented children health status changes, including mental health
- Assisted Counselors and Therapists in providing support services
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
Building Manager
10105381 MB Inc
10.2021 - Current
Associate Advisor
Prairie Sky Financial Services Inc
02.2015 - Current
Quality Assurance Analyst
ProfitMaster Canada
04.2012 - 02.2015
Administrator
ProfitMaster Canada
07.2009 - 04.2012
High School Diploma -
Fort Richmond Collegiate
Life Licence Qualification Program
Insurance Council of Manitoba
Canadian Investment Funds
The Investment Funds Institute of Canada