Alisa Pavliuk

Total Wealth Analyzer:

• Prepared and managed topic schedule for the whole year. As well as drafted and posted monthly TWA communications
• Worked closely with 10+ Total Wealth Managers to schedule and organize monthly topic call for the field

French translation of Scotia Wealth Management internal website:

• Communicated effectively with 5+ key partners to ensure the integration process is effective
• Built internal website pages and submitted the content for French translation (20 pages per month). Ensured all deadlines for translation are met

Scotiabank Women Initiative:

• Created 5-10 project tracking bases and registration forms on Airtable for key initiatives and events
• Managed client and advisor event communications
• Assisted with developing of materials and resources for clients and advisors

Diversity, equity & inclusion program (Women Empowering Women Topic Calls for Wealth Advisors):

• Organized and moderated bi-monthly topic calls as well as managed an ongoing list of 20+ topics and feedback from 50+ wealth advisors

Wealth Management Associate Program (WMAP) & Wealth Advisor Development Program (WADP)

• Managed curriculum schedule for the program including field experience coordination and design
• Provided assistance with required learning for program participants and worked closely with learning institutions to ensure enrolment deadlines are met
• Organized team building initiatives and provided overall support for maintenance of organizational culture and employee morale

• Performed all executive assistant duties for four top executives as well as managed complex calendars with 20+ daily meetings/calls
• Scheduled and organized meetings, including arranging the meeting room, technology and catering as required
• Assisted with on-boarding and off-boarding process and provided support and direction to GRM team in navigating internal bank applications
• Joined Workforce Onboarding Program as one of the change champions to participate and assist in centralizing onboarding process within the bank
• Efficiently administrated a variety of accounting activities such as preparing between 10 to 20 cheque requests, expense reports, purchase orders and invoices each week
• Streamlined bill payment process which increased efficiency by 50%
• Managed department expenses and prepared expense reports, coordinating with Finance as required

• Effectively prioritized responsibilities and exercised discretion when communicating confidential information with senior leadership team
• Provided high level administrative support for PIC and Private Banking executives
• Coordinated and managed logistics for various sized meetings, town halls and off sites to ensure successful execution of events and functions
• Contributed to the successful implementation of an external marketing client communication
• Prepared communications, including presentations for Executives using a variety of computer programs as required

• Coordinated daily HR activities for the Cluster ensuring confidentiality and compliance with legal requirements
• Provided advice and assistance to senior staff management regarding the procedures for document preparation
• Prepared new hire documentation and submission to Ontario Shared Services
• Updated Information System on a regular basis and Global Address List on a quarterly basis