Ella Schmidt

Ella Schmidt

Executive Assistant to Chief Compliance Officer

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location of Ella SchmidtWaterloo, Ontario, Canada

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  • Timeline

  • About me

    Legal Assistant

  • Education

    • Wilfrid Laurier University

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      Diploma Business Administration Business Administration

      The Diploma in Business Administration has been designed to meet the needs of people with work experience in business or government who wish to enhance their skills in the functional areas of administration.The courses in the program have been selected to give broad coverage of the functional areas of management.

    • Conestoga College

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      Certificate of Volunteer Management Managing Volunteer Boards; Volunteer Program Management;

      Review the nature of volunteerism and the social profit sectorAssist organizations in the areas of policy development and risk managementIdentify factors impacting volunteer recruitment and retentionPlan effectively for volunteer participation and evaluate outcomesDevelop strategies that overcome barriers, harness opportunities, and tap into motivation for volunteer involvementCreate a strong volunteer program based on core competencies related to recruitment, interviewing… Show more Review the nature of volunteerism and the social profit sectorAssist organizations in the areas of policy development and risk managementIdentify factors impacting volunteer recruitment and retentionPlan effectively for volunteer participation and evaluate outcomesDevelop strategies that overcome barriers, harness opportunities, and tap into motivation for volunteer involvementCreate a strong volunteer program based on core competencies related to recruitment, interviewing, matching, screening, orientation and training, supervision and support.Show volunteers the impact and value of their contributionsPromote the volunteer program internally and in the communityBe a valuable resource to staff and the board in the area of volunteer managementExpand and diversify the volunteer base Show less

    • Durham College

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      Legal Secretarial Program Legal Administrative Assistant/Secretary
  • Experience

    • Sun Life Financial

      Jan 1998 - Jan 2002
      Executive Assistant to Chief Compliance Officer

      Sun Life/Clarica Life Insurance: 1998 - December 2002 - Executive Administrative Assistant to Chief Compliance Officer;- Filed Insider Trading Reports for Corporate officers and managed corresponding database;- Worked closely with the Legal Department on various compliance projects;- Prepared expense reports and payment of department invoices;- Performed research projects using internet and other information sources;- Clerical duties as required by the Chief Compliance Officer and Corporate Secretary. Show less

    • Habitat for Humanity Waterloo

      Jan 2003 - Jan 2005
      Executive Assistant and Family Worker

      • Executive administrative support for Executive Director and Director of Finance;• Executive administrative support for Board of Directors and Board Committees: preparation and distribution of meeting agendas, meeting material, minute taking, report preparation and distribution; all confidential correspondence;• Provided support for the Family Selection Committee & Homeowner Support Committees; - confidential in-take of family applications, conducted preliminary family interviews and provided administrative support to both committees; - set up Applicant Family training sessions and workshops, maintained record of participation and mentored families up to and including homeownership;• Worked with volunteers, third party trainers and staff in providing a variety of training sessions and workshops. Show less

    • Habitat for Humanity Canada

      Jan 2005 - Dec 2010

      • Senior administrative support responsible to HFHC and HFHC Foundation governing bodies; meeting logistics, agenda development, coordination and development of meeting materials, minute taking, report preparation and all related confidential communications;• Development and production of all Board orientation material;• Provided support for Nomination Committee and board elections;• Prepared meeting briefing notes, calendar management, travel arrangements, correspondence and records management;• Managed CEO and Board budgets, expense reconciliations; • Responsible for highly sensitive and confidential material. Show less • Ensured affiliates’ compliance with HFH national/international standards, branding and CRA compliance; Managed, tracked, and facilitated all Affiliate compliance requirement records, database and legal document repository: Articles of Incorporation, by-laws, AGM minutes, Annual financial statements, reporting and other legal documents necessary for T3010 filing; identified and reported on Affiliates at risk;• Advised, trained and coached Affiliates on board governance, committee development, legal and CRA compliance, and volunteer management;• Managed HFHC AGM and Leadership Conferences: site locations; meeting logistics; third party providers; on-site staff and catering; event communication to affiliates and sponsors; coordinated, developed and prepared AGM material and conference attendee binder; managed all aspects of workshop/training session set up, IT support and program material; developed a course evaluation reporting system for HFH Canada and established administrative processes; managed expenses and budget reporting;• Relationship manager and liaison for 73 HFHC affiliates, staff and volunteers across Canada with HFHC resources and staff;• Managed all HFHC Campus Chapters: liaised with relevant HFH affiliate and campus chapter chair; managed, tracked and facilitated all campus chapters compliance requirements and identified those at risk; provided relationship direction between HFHC affiliate, campus chapter and HFHC leadership;• Initiated the development of the Canadian National Volunteer Management Program: set up the affiliate Volunteer Co-ordinators communication network, including monthly tele-conferences providing information, guest speakers and training opportunities. Show less

      • Executive Assistant to President & CEO & National Board of Directors & Board Committees

        Jan 2010 - Dec 2010
      • Affiliate Services Co-ordinator/Executive Admin/Admin to Board & Board Committees

        Jan 2005 - Jan 2010
    • International Womens Association

      Jan 2011 - Jan 2013
      Vice President and Fundraising Chair

      Vice-President of NGO, and Chair of Annual Charity Bazaar CommitteeWorked with a team of volunteers and paid staff in running the operations of a registered NGO with a membership of 150+;Negotiated/reviewed all contracts with various event shareholders;Primary functions of the IWA are to provide support for expatriate women and families living in Penang Malaysia and fundraise to support local charities.

    • Habitat for Humanity Malaysia

      Mar 2011 - Feb 2013
      Volunteer

      Project research

    • Legal Assistant

      Sept 2013 - now
      Legal Assistant

      Managed all aspects of running a lawyer's office: opening/closing/organizing/reporting all real estate transactions; handling closing and mortgage funds including all Trust Account Funds; scheduling appointments; maintained accurate records/data base; preparation of Wills and Powers of Attorney; payroll/employee deduction filings and T4 and T4A Summary preparation; all banking duties, AR/AP and other office management duties; Microsoft Office, Outlook, PCLaw, Conveyancer and Teraview.

  • Licenses & Certifications

    • Board Governance Training Series

      Volunteer Centre of Guelph/Wellington
      Jan 2010
    • TESOL/TESL Teacher Training Certification Course

      Oxford Seminars
      Jan 2010
  • Volunteer Experience

    • Leader; Former Division Commissioner; Former District Commission; PR Rep; Adult Trainer

      Issued by Girl Guides of Canada
      Girl Guides of CanadaAssociated with Ella Schmidt