Administrative Assistant Customer Service

Terena Graham-Prinz

v *** Shropshire Drive v Scarborough v Ontario v M1P 1Z7 v 416-***-****

Executive Summary

Driven individual with a high level of communication and organizational skills, as well as trouble shooting issues with orders, invoices and customer concerns. Looking to support and guide a fast past environment providing exceptional customer service to both venders and customers.

Key Strengths

Multi-Departmental Support

Sales Report Analysis

SKU Management

Inventory Controls

Invoice Management

Vendor Relations

Customer Relations

Administrative Duties

Employment History

Tangerine Bank

CBS Accounts Processing 2015 to 2015

Maintained a demanding work schedule and learned the necessary processes and databases efficiently while errors were minimized.

Co-operated with, and contributed positively to the team and followed direction which led to the development of teamwork, building events and interpersonal skills.

Reviewed and processed remote deposit cheques, deposited physical cheques received from clients and other team departments and investigated clients’ accounts.

Assisted in sorting mail from clients and other Financial Institutions to many team members.

Tangerine Bank

CBS Registered Products 2014 to 2015

Reviewed and processed 100+ transfer outs for clients requesting funds.

Added 100+ RSP and TFSA beneficiary information into the system for those clients who mailed their forms on a daily basis.

Responsible for indexing transfer outs, beneficiaries and coding returned mail into the system to ensure accuracy avoiding breach of contract.

Assisted in the mailroom to sort mail coming in from other Financial Institutions.

Contributed to a positive team environment by working collaboratively with fellow team members.

Tangerine Bank

CBS Mutual Funds Associate 2014 to 2014

Reviewed and processed 30 – 100+ transfer outs for clients requesting funds.

Assisted in opening Mutual Funds and TFSA accounts.

Mailed cheques to the Financial Institution as requested by clients.

Spoke to Financial Institutes and faxed NIGO transfer forms.

Kohl & Frisch Limited

Category Assistant 2001 to 2013

Reported to three National Business Managers, directing administrative support, reviewing formulary updates ensuring all regulations were met, as well managing all inventory and invoice discrepancies.

Tested new website to ensure that the system flow was effective and identified all errors prior to launching to the Manufacturers.

Organized and implemented free goods for new planogram program saving the organization a million dollars in savings.

Organized monthly advertisement, invoiced vendors and administered billing advice notices fort K&F catalogues on a monthly basis.

Delegated direction to PDS to implement new prices in system administered by manufacturers, analyzed quantities for analyst to generate orders, and inform sales department of changes.

Contacted provincial formulary and resolve price discrepancies complaint received from customers.

Facilitated price change notice received from 204+ suppliers and prepared direction to finance to collect bill backs (provincial variances, FFS, FSP) on a monthly basis.

Oversaw 1 - 500 new listings of new product launches from 500 manufacturers on a daily basis on the AS 400 system.

Reviewed invoice discrepancies, provided payment direction to A/P on invoices on hold.

Coordinated detail orders from vendors to customers to ensure accurate and timely delivery

Main go-to-person to internal and external customers.

Attained exclusion list by manufacturers, updated finance and depots of Manufacturers returns policy and terms change on a monthly basis.

Scheduled vendor meetings with Category Managers and compiled statistical data and assisted in preparation of annual reports for monthly presentations.

Trained new employees on the AS 400 system and on the web portal ensuring that procedures were followed.

Maintained vendor information in database on a daily basis.

Product Data Services (1999 - 2001)

Supported Manager in supervising numerous employees in the product data services department. Prioritized and implemented workload to ensure all duties were divided amongst the staff.

Trained up to 7 new employees on the AS 400 system ensuring that procedures were followed, avoiding loss of time, and extra cost to the company.

Scheduled overtime staffing for monthly catalog deadline.

Reviewed purchase order over AS 400 with inventory analyst.

Oversaw all new items that were entered by staff to ensure accuracy avoiding extra cost to the company and assure any cost or price changes were entered accurately.

Created catalogue for clients.

Organized covers and inserts with buyers for catalog deadline.

Education

Seneca College North York, Ontario

Business Computer Systems 1998-1998

Certificates

Microsoft Word / Windows - introduction, intermediate

Excel - introduction, intermediate

Communication skills & time management

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