Accounting Customer Service

Tracey Marion Moir

** **** *** *-****: *.*.*****@*****.***

Winnipeg, MB R2L 0K4 Phone: 204-***-****

August 7, 2019

SUBJECT: Accounting/Payroll

Much of my career has been spent in various parts of the insurance industry, Where I developed new programs and systems both electronic and paper to increase ease and productivity within the business. I have done MPI daily and monthly reconciliations handled private client files in all manor of accounting area’s. Experienced in quoting process with various products and companies. Have developed excellent relationships with internal and external sources to achieve optimum results. I have dealt FIPPA regulations and private client information in all areas of my career.

My qualifications include:

10+ years of administrative/accounting and payroll experience including account reconciliations

Accounting and Payroll Administration Diploma: Herzing College, 2019

Customer service oriented with the patience to collaborate with vendors and colleagues to resolve the problem the first time, resulting in repeat business and referrals

Able to explain complex information such as financial data in plain language to people who are overwhelmed or confused with the process

Proficient with Microsoft Office, Word, Excel, Outlook, Internet and email

Strong skills in QuickBooks and Sage 50 for setting up and managing accounts

Able to adjust communication style verbally or in writing to ensure understanding

Detail oriented and organized, with a proven ability to adjust to changing priorities

Systematic and analytical when approaching problems with proven experience in working to improve systems to increase efficiency and reduce errors

I am compassionate, solution oriented, and always willing to take on a challenge and learn more. Attached is my resume with more information regarding my skills and experience related to administrative and accounting supports. I look forward to discussing how I can contribute to your team with you in person. I can be reached at *.*.*****@*****.*** or 204-***-****. Thank you for your time and consideration.

Sincerely,

Tracey Moir

Tracey Marion Moir

97 Hart Ave E-mail: *.*.*****@*****.***

Winnipeg, MB R2L 0K4 Phone: 204-***-****

HIGHLIGHT OF QUALIFICATIONS

Experience working in an office environment, specializing in Accounting and Payroll Administration

Accounting and Payroll Administration Diploma: Herzing College, 2019

Set up company files, general ledgers, invoicing, purchasing transactions, accounts payable / receivable, and managerial accounting

Skilled in using a variety of Microsoft Office programs, including Word, Excel, Outlook, as well as QuickBooks and Sage 50

Capable of handling the public with professionalism and sensitivity

Friendly

Dependable

Cooperative

RELEVANT EXPERIENCE

Accounting Skills

Provided a welcoming first point of contact for phone calls and in person visits, providing information professionally and promptly

Reviewed, analyzed and processed information and documents into appropriate

program files

Performed daily balancing and deposits, month end bank reconciliations

Implemented changes to renewal process of evaluations and quotations to maintain company computer system

Problem solved by troubleshooting to reach optimum solutions

Dealt with complaints and accommodations with professionalism and integrity

Collaborated with management during the hiring process to ensuring the new hire would fit with the current team

Liaised with company representatives and clients and provided feedback

Competent in quickly building good working rapport with management, staff, co-workers and clients

Acted as the company commissioner for oaths

Sincerely enjoy helping people

Communication Skills

Skilled at listening intently and exchanging information clearly

Competent in quickly building good working rapport with management, staff,

co-workers and customers

Very courteous and able to make people feel at ease quickly

Ability to work well with the public and make them feel like valued individuals

Tracey Marion Moir Page 2

Teamwork Skills

Easy to work with, cooperative and supportive colleague

Work equally well as a team member or independently

Willing to accept feedback to enhance skills and service

Enthusiastic team member whose participation brings out the best in others

WORK HISTORY

Accounting and Payroll Administration (Internship)

The Food Management System

2019

Insurance Broker (Term)

Lakeview Insurance

2016

Banking Advisor

Royal Bank

2014 - 2015

Insurance Broker

One Insurance Brokers

2013 - 2014

Insurance Broker

R.A. Hughes Agency

2004 - 2013

EDUCATION / TRAINING

Accounting and Payroll Administrator Diploma: Herzing College, 2018 – 2019

Ethics Certificate: Lift Program, 2018

Various Ethical and Workplace Management Skills Courses 2017

Banking Advisor Certificate: Royal Bank, 2014

Canadian Accredited Insurance Broker (CAIB) - Level 2: Insurance Brokers Association of Manitoba (IBAM), 2007

Personal Lines Underwriter: The Co-operators, 2004

VOLUNTEER EXPERIENCE

Radio Commercials: Herzing College, 2019

Student Council Herzing College: Treasurer, 2018 - 2019

Peer Tutoring: Herzing College, 2018 - 2019

References Available Upon Request

Contact this candidate