Rose Cuoppolo

Experience

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  Ontario Energy Board (OEB)

  Oct 2003 - Nov 2010

  Executive Assistant to Chair, Executive Office Manager

  Managed and led the office administrative services team across the Board and provided executive assistant support to 10 Board Members. Provided leadership to the 18 administrative assistants in reviewing daily workloads, assignment of work, training, and coaching. Provided confidential and efficient operation of the Office of the Chair using my strong organizational, analytical, and sound judgment skills, exhibiting flexibility, multitasked and managed multiple projects simultaneously and adjusted to competing and/or rapidly changing priorities. Composed correspondence on behalf of the Chair for signature. Arranged and coordinated the Chair’s extensive travel needs (including air, car rental, and hotel accommodations locally and internationally and prepared expense reports) developed Agenda and meeting schedules for all contacts during travel. Maintained communication with contacts, both internal and external of the Board. Provided effective liaison between the Chair, Vice-Chair’s, Board Members, Chief Operating Office, Minister of Energy, and other Government offices ensuring requests or issues were dealt with promptly following proper procedures and ensuring compliance with all privacy legislation in respecting the Arms-length independence of the Board and Government officials. Show less

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  Ontario Securities Commission (OSC)

  Nov 2010 - Jun 2017

  Point of contact for communications with stakeholders, and vendors in meeting project goals including deliverables, identifying risks, deadlines, budget, schedules, and ensured deliverables met project deadlines, highlighting issues, and general coordination. Maintained, and updated project work plans and charters noting deliverables, dates, dependencies, resources, risks, and other issues. Tracked status of project work against project plans, and charters noting delays and issues and followed up on such issues. Conducted research and pulled together relevant materials/documents for projects. Prioritized tasks and duties, met strict deadlines, changes or substitute tasks to meet fluctuating demands in complex environments. Persuasive, encouraging communicator with ability to leverage positive relationships to elicit cooperation and support from a wide variety of internal and external stakeholders to support and enable project and team effectiveness. Excellent time management, problem solving skills and organizational skills to manage multi-faceted projects. Show less Assisted with coordinating editorial aspects of corporate events (e.g., Dialogue with the OSC (yearly meeting), quarterly employee meetings, and stakeholder conferences) including researching, editing event scripts, speaking notes and presentations. Securing meeting venues, electronic equipment, mapped out timing of event and speaker presentations. Provided communications planning and editorial support on stakeholder outreach initiatives, in conjunction with OSC Operating Branches. Assisted in coordinating with event planning. Show less As the Executive Assistant to the Chair, I provided confidential and efficient organizational support to the Chair by having full oversight of his calendar, meetings, stakeholder, and media communications. Developed sound, effective communication with both internal and external contacts, while consulting with senior management on an ongoing basis. As the first representative of the Chair’s office, I would liaison daily with the Chair, 2 Vice-Chair’s, 12 Commissioners and the Executive Director. Personally, greeted all guests for the Chair’s in-person/adjudicators/internal office staff and directed guests to meeting rooms. Full oversight of incoming calls to the Chair ensuring compliance with responding to calls within 24 hours. Developed and streamlined business processes bringing time management efficiencies to the office; trained and onboarded back-up support. Responded to emails within own authority and as first point of contact to the Chair, responded to members of the public, media ensuring privacy and confidentiality of the Office and filtered all media relations calls to appropriate responder. Arranged and coordinated the Chair’s busy travel (including air, car rental, and hotel accommodations locally and internationally and prepared expense reports) and meeting schedules. Ensured compliance with confidentiality and independence of the Securities Commission. Maintained office supplies retaining inventory of common items for replenishment/arranged orders/paper order for printers. Developed filing system and Records Management system to ensure life of file and compliance with Records Schedule. Worked with records destruction team to determine end of life of files/documents. Show less

  • Project Coordinator for Strategy and Operations Branch

    Feb 2015 - Jun 2017

  • Communications Specialist for Communication Branch

    Sept 2014 - Jan 2015

  • Executive Assistant to the Chair, Chair's Office

    Nov 2010 - Aug 2014
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  Capital Markets Authority Implementation Organization (CMAIO)

  Jun 2017 - Jun 2020

  Project Coordinator (Secondment Position from the OSC)

  Project Management Office Administrator – Maintained all aspects of PMO logistics by managing a dedicated SharePoint site. This included change maintaining request logs, extensive complex scheduling, maintaining, and documenting workstream and individual Program and Technical Committee meeting agendas and preparing monthly status reports. Full oversight of workflow for CMAIO Board Meetings in obtaining and preparation of Board Agenda’s, recording and transcribing of Minutes, bringing forward Action Items and follow up with those assigned for completion. Supported the CMAIO Project Management Office Transition Lead with Summary Implementation and supporting materials by updating the workstream status slides from monthly status reports, updated work completed slides, took accurate and timeline meeting notes, posted documentation to SharePoint. Show less

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  Ontario Securities Commission (OSC)

  Jul 2020 - Aug 2022

  Office Administrator for Economic Growth & Innovation Office and Digital Solutions Branches

  Logistically supported 3 directors, 5 managers and 13 team members. I had full oversight of 6 complex calendars, identifying all urgent matters, proactively resolving contentious issues, ensuring adequate travel time, and breaks/bringing forward meeting documents for all meetings. I supported my executives by reading and routing correspondence, conducting research, drafting letters/documents; review presentations to ensured continuity of flow in topic, grammar, and branding. I coordinated meetings, conference calls using Teams, advising of incoming priorities, and ensuring all necessary information/relevant documentation was prepared in a timely manner. Full oversight of incoming/outgoing mail and reconciling all monthly courier invoicing. Reconciliation of all monthly expenses for 2 directors, reviewing and approving internal Branch staff expenses. Full oversight of all costs for purchases, travel, accounts payable, basic internal operations. Maintained timelines for processing of all payments/contracts and reconciling payables. Show less

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  RBC Wealth Management

  Sept 2022 - now

  Branch Operations Representative, Private Trading Office

  Proof-read, review and process daily branch transactions to ensure transactions have been entered accurately. Ensure that departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include: bank wires, etc., documentation review and scanning. Full oversight of all costs for purchases, travel, projects, prioritize tasks, work under pressure with tight deadlines, use my exceptional organizational skills and attention to detail. Reconciliation of all monthly expenses for 3 directors. Show less