Customer Service Administrative Assistant

OBJECTIVE

Desire a position in a fast-paced work environment where my customer service, data entry and secretarial skills will be utilized to the company’s efficiency and productivity. Offering over 4 years of overall experience in providing high quality managerial support.

SUMMARY OF QUALIFICATIONS

Strong interpersonal and communication skills honed through various customer service roles.

Highly organized with ability to prioritize tasks under strict time constraints.

Skilled in the application of computer software programs and accurate data entry skills.

Self-motivated team player with a strong ability to identify and implement process improvements using lean six sigma principles.

Experienced using office systems such as CRM, File Nexus and Lexus Nexus.

Proficient in all MS Office applications including Excel, Power Point, Access, Word and Outlook.

Typing speed of 60 wpm.

PROFESSIONAL WORK EXPERIENCE

Administrative Assistant November-May 2018

Canaccord Genuity – Toronto. ON

Preformed administrative tasks and account servicing, such as maintaining records, opening new accounts, performing annual client reviews.

Answer and direct phone calls on a multi-line system

Worked with various brokers to execute stock and fixed income trades.

Assist financial advisors with daily tasks, projects & requests

Manage calendars set appointments and book meeting rooms.

Prepared and processed all documents in order to establish new accounts and update current accounts.

Options Consulting Solutions (Temporary Contract) 2016 – 2017

Wilson Blanchard – North York, ON

Handled all receptionist duties, including greeting visitors and responding to telephone and in person requests, or transferring them over to the appropriate management team member.

Maintained electronic and paper files.

Created excel charts for internal data analysis.

Handled checks and application forms for various residents and tenants that needed to book the condo amenities.

Scanned and emailed all office checks and documents to main office for verification and saved them into appropriate folders on company software.

Receptionist / Payroll Assistant 2015 – 2016

St. Joseph Communication (Pi Media) – North York, ON

Answered all incoming calls from various clients and assisted them to the best of my knowledge or transferred the calls to the appropriate department.

Greeted and directed clients, models, photographers and visitors to the appropriate department or waiting room.

Scheduled meetings and made the appropriate arrangements requested by the management on the day of the meetings, such as ordering food and preparing the board room.

Created purchase orders and entered in buyouts for companies within the corporation in order for them to make purchases for their business needs.

Claims Adjudicator 2012 – 2013

Foresters Life Insurance – Toronto, ON

Responsible for approval of beneficiary change requests after perusing assessment of eligibility and signatures.

Managed ongoing claims by requesting supporting documentation from clients and consulted medical details with their producers.

Reviewed data from systems such as; CRM, File Nexus, NBU and generated reports for in-process claims in order to identify and resolve errors prior to final adjudication.

Accurately maintained claim records on system to ensure precision of information.

EDUCATION

Fashion Business Management 2011-2014

Seneca College of Applied Arts

Image Consulting 2014-2015

George Brown College

Business Administration 2015-2017

Seneca College of Applied Arts

VOLUNTEER EXPERIENCE

7 Oaks Retirement Home (Toronto ON.) 2010-2011

Planned and organized activities and events for residents.

Assisted with the preparation and serving of meals.

Malvern Recreation Centre (Toronto ON.) 2008-2009

Organized extracurricular activities for youths, such as basketball, soccer and other active sports.

Assisted students with projects and assignments after school.

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