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Customer Service Data Entry

Ajax, Ontario, Canada
November 27, 2017

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** ********* ********

Ajax, ON L*Z 0J9



Hands on knowledge of Quick Books, Simply Accounting software, as well as MS Word, Excel, Outlook Express, Power Point and CRM (customer relationship management)

Highly organized and detail-focused individual with accurately handling financial reports

In-depth knowledge of accounts transactions such as purchases, sales and bank reconciliation

Self-motivated and proactive in learning new skills and concepts, while working under pressure with minimal supervision

Proven analytical skills for problem resolution

Work Experience:


Accounting support (Tax season-Weekends)

Handling clients queries and answering telephone calls

Matching invoices and packing slips

expenses analysis on excel or simply or quick books

Entering client’s customer invoices in Simply /Quick Books

Preparing monthly trial balance

Maintain customer and vendors files

This will avoid duplicate transactions, unpaid invoices and invoicing the clients and collecting

the bills on time

Monthly reconciling bank account (including credit cards)

This is helping to the senior accountant when a client’s payment clears the bank, the receivable is

no longer outstanding and therefore requires no further action.

Preparing ROE for employer’s customers.

ALARM FORCE 2014-2015

Bill Processing Clerk

Use SBN (Security Business Network) system to prepare invoices and enter received payments

By using excel spread sheet activate customer’s profile

Calculate customer monthly payments, tax and enter received payments

Prepare cancellation and reversal and create new take over accounts

doing cancellation on time and take over accounts extremely helpful for companies’ income

Matching customers received bills and statements in system

Monitoring receivables aging schedule and liaised with clients to ensure timely payment

Right off bad debts

this action helps clear customer’s outstanding balance of records

Conti…. /


CIBC, Toronto, ON 2011 - 2012

Filing Clerk (Contract)

Used COINS/CIF system to perform small business accounts

Sorted, reviewed, determined documents status, validated and updated customer files within guidelines

Validated account information and ensured required with forms authorized E-Signer

Entered account information into customized Versatile system and handled all output reports

Prepared outgoing files and shipped them to third party service provider

DAVIS & HENDERSON INTER CHQ, Toronto, ON 2004 - 2011

Data Processing Clerk

Communicated clients and ensured their uses of software and custom design of cheques, invoices & payroll stubs orders

Create customers profile according to their bank accounts and software apply necessary codes

Maintained the operation of records keeping/tracking

Entered, and Proofed customers’ information and sent authorization to appropriate companies for processing

Collaborated with a cross-functional team, collected and scrutinized new customer information

Created summary reports of processed and pending order details for submission to management

When customers change their bank accounts from one bank to another bank, online images were analyzed, edited and saved as per specifications conveyed from customer service. (Easy Switch Banking System)

Created reports on Excel which analyzed the number of orders processed and the number of orders pending: this proved to be extremely helpful to senior management.

Compares data entered with source documents or re-enters date in verification format on screen to detect errors. (OMS: Order Maintain System)


Diploma in Business Administration

Diploma in Data Entry

Volunteer Activities and Interests

Volunteer and fund raised to united way

Keen interest in many cultures

References: Available Upon Request

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