Allison Reefer

Allison Reefer

Administrative Assistant @ IG Wealth Management

About Allison Reefer

Allison Reefer is an Administrative Assistant at Investors Group, where she manages the financial consultant's schedule and supports client events. She has a background in Human Resources and Journalism, with previous experience at Compass BPO Pvt Ltd.

Work at Investors Group

Allison Reefer has been employed at Investors Group as an Administrative Assistant since 2014. In this role, she manages the financial consultant's schedule by organizing client appointments and maintaining an orderly calendar. She supports client events by coordinating site bookings and distributing marketing materials to clients and prospects. Additionally, she ensures compliance with financial policies and procedures by maintaining and updating electronic records.

Previous Experience at Compass BPO Pvt Ltd

Before joining Investors Group, Allison Reefer worked at Compass BPO Pvt Ltd, now known as Aditya Birla Minacs Worldwide Ltd, from 2001 to 2007. During her six years there, she served as an Acting Project Recruiter in the Human Resources department while based in Oshawa, Ontario. This experience contributed to her skills in organizational and administrative tasks.

Education in Journalism

Allison Reefer studied at Durham College from 1995 to 1997, where she completed a two-year program in Journalism. This educational background provided her with foundational skills in communication and media, which may enhance her current role in client relations and event coordination.

Administrative Skills and Responsibilities

In her position as an Administrative Assistant, Allison Reefer is responsible for a variety of administrative tasks. She manages the financial consultant's calendar, organizes client appointments, and coordinates client events. Her role requires attention to detail and adherence to compliance with financial policies, ensuring that electronic records are maintained and updated accurately.

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