Accounts Payable Administrative Assistant
Resume:
Lisa O’Loughlin
*** **** *********** *****, ***********, AB, T1X 1A4 403-***-****
***************@*****.***.
Full Clean Canadian Driving Licence.
EDUCATION / CERTIFICATION / TRAINING
St. Ivo Secondary School St. Ives Cambridgeshire, United Kingdom. High School Diploma 1998
EMPLOYMENT HISTORY
Eddytime Mechanical
Kingsview Blvd Airdrie, Alberta
Position Held: Administrative Assistant - August 2023
● Direct clerical support to company director & Mechanical supervisor.
● Maintaining Accounts payable & accounts receivable.
● Entering & updating data using excel.
● Issuing purchase orders using zoho.
● Processing Invoicing
● Maintaining client accounts to ensure invoices are paid within a timely manner.
● Processing customer payments using Moneris or Square.
● Debt Collection.
● Monitoring & managing the main company phone lines and emails using outlook in a timely manner.
● Direct support for customer & employee enquiries.
● Direct contact for customers, creating service calls, creating work orders, sending service reports and maintenance reports using jobber.
● Creating customer profiles & creating jobs
● Managing preventative maintenance contracts, scheduling maintenance, reviewing PM reports & noting deficiencies.
● Communicating with customers & scheduling appointments.
● Providing all aspects of administrative tasks & support to office employees & ensure that all tasks are completed for smooth running of service operations.
● Talent search, reviewing resumes & interviewing potential candidates.
● Maintaining & ordering office supplies.
● Maintain confidential information .
● Ordering of materials from suppliers in accordance with scheduled work. Caon Services Inc
1143 42 Ave SE
Calgary, Alberta
Position Held - Service Administration & Accounting - June 2022 to March 2023
● Performed all aspects of administrative duties.
● Data Input into accounts Payable
● Data Input into accounts receivable
● Invoicing of service calls & quoted work
● Filing, data input using excel, Sage & Microsoft Word.
● Issuing of purchase orders
● Direct administrative support to office manager
● Processing credit card payments using moneris, and further payments via cheque & EFT.
● Experienced in dispatching & overflow support to plumbing & HVAC dispatch
● Debt collection.
ATB Financial Chestermere, Alberta Personal Banking Specialist 1 Sept 2021 - June 2022 -
● Performed administrative duties
● Data Inputting of customer & business information.
● Answer the phones & emails in a timely manner.
● Provide customer support.
● Worked closely with management & provided direct administrative support.
● Strategize sales techniques to increase sales & Assisted customers with various banking needs, including deposits, withdrawals, balance cheques & further administrative tasks.
● Maximised on sales behaviours to increase individual consumer, business, and lending goals.
● Established and maintained close business relationships with partners to help improve customer satisfaction.
● Opening branch duties such as doing the morning walkthrough, sorting mail bag, processing night deposits and balancing the ABM machines.
● Analyzed clients' needs based on their current financial situation
● Proposed financial solutions designed to satisfy client goals and implemented the financial plan of choice
● Followed guidelines for detecting and reporting fraudulent transactions, including theft and identity impersonation.
● Opened various types of accounts for customers, including checking, savings, business, and investing accounts
● Processed loans, credit card applications & Lines of Credit
● Performed credits checks
Chestermere Explorers Day Care Chestermere, Alberta Business Owner Director February 2019 - September
2022
● Direct and execute daily operations and activities of an in-home daycare center in order to provide age appropriate instruction and care for children.
● Confer with parents regarding facility activities, policies and enrollment procedures.
● Review and approve menu plans and food purchases
● Observe children to proactively identify issues with emotional or physical development and work with parents to address concerns.
● Meet with parents about daily activities, positive developments and issues.
● Create age appropriate lesson plans.
● Record keeping of individual children on a daily basis
● Maintain all business records and activities of business.
● Market business to attract new enrollment
● Establish policies and procedures to maintain a constant environment. Lisa’s Home Day Care and Preschool Burlington, Ontario Business Owner & Director Sep 2016 - Jun 2018
● Developed age appropriate curriculum for Preschool children on case specific basis
● Implemented curriculum in fun and interactive ways
● Performed observations and detailed documentation of children's daily activities
● Helped develop good social skills.
● Prepared art projects and displayed students' work.
● Provided a safe and loving environment to help build confidence and positive self-esteem.
● Supervised and interacted with children with a special emphasis on helping children with challenging dynamics learn life skills and assisted in various learning programs
● Worked in cooperation with parents and teachers to address specific needs of children ATB Financial Chestermere, Alberta
Hybrid Personal Banking Specialist Mar 2015 - Jun 2016
● Worked a dual role as a Customer Service Specialist/Personal Banking Specialist. The role was split into 60% Sales and 40% Customer Service.
● Performed as a team member in cross-selling bank products to customers at every opportunity to meet sales goals regarding accounts, credit cards, and loans
● Promoted the benefits of our company's products rather than the basic information in order to build a better relationship with customers and match them with a product based on their own individual needs
● Kept current on banking policies and procedures including storage of various business items; hosted weekly meetings and ensured audit details were understood and adhered.
● Oversaw ATM balances, refilled cash as needed, and ensured the system was in good working order.
● Assisted in lobby management initiatives; engaged customers in conversation regarding services offered, location of personnel, and other related customer service activities.
● Ensured the cash drawer was balanced and all supporting documentation was in line with cash receipts and client transactions.
Scotiabank Chestermere, Alberta
Customer Services Representative Sept 2014 - Mar 2015
● Processed bill payments and wire transfers.
● Followed bank policies, procedures and guidelines to process transactions accurately and efficiently.
● Assisted customers on a daily basis with their accounts while providing exceptional customer service
● Responded to client inquiries while identifying critical transactional issues or discrepancies to provide viable solutions leading to maximized customer satisfaction and valued feedback.
● Conducted due diligence and thorough verification of all relevant documents which effectively prevented possible losses by negotiating forged and counterfeit documents.
● Received cash from armored cars and count and verified cash.
● Provided one-on-one support and training to newly hired employees including customer service delivery in person and over the phone, navigating bank-specific systems, and balancing cash. CIBC Chestermere, Alberta
Customer Services Representative Sept 2014 - Mar 2015
● Processed bill payments and wire transfers.
● Thoroughly followed bank policies, procedures and guidelines to process transactions accurately and efficiently.
● Assisted customers on a daily basis with their accounts while providing exceptional customer service
● Responded to client inquiries while identifying critical transactional issues or discrepancies to provide viable solutions leading to maximized customer satisfaction and valued feedback.
● Conducted due diligence and thorough verification of all relevant documents which effectively prevented possible losses by negotiating forged and counterfeit documents.
● Received cash from armored cars and count and verified cash.
● Provided one-on-one support and training to newly hired employees including customer service delivery in person and over the phone, navigating bank-specific systems, and balancing cash. Moved to Canada from England January 15, 2014
- SOL Plumbing & Heating
Position Held: Office Manager
St.Ives Cambridgeshire England.
From October 2004 - 2013
● Managing the office’s overall operation.
● Direct clerical support to the company director & maintaining his schedule.
● Direct contact for customer & employee enquiries
● Ordering & maintaining office supplies
● Sending out quotes
● Invoicing
● Posting AP & AR
● Processing Credit Card Payments, EFT’s & Cheques.
● Issuing Purchase Orders
● Scheduling
● Ordering materials
● Debt collection
● Payroll
Lloyds TSB Bank
Stives, Cambridgeshire England
- Customer Relations Officer.
September 2002 - September 2003
Taking customer payments
Processing cash withdrawals & deposits
Making customer bill payments
Processing/ issuing foreign currency
Credit card & loan payment processing
Performing banking administration tasks.
US Air Force Inn - Britannia Inn Hotel
United States Air Force Base - England.
RAF Alconbury
423 ABS/SVML Bldg. 639
APO AE, United Kingdom, 09470
Department of Defence Hotel & Military Lodging
Position Held: Guest Services Representative
1998- 2001.
- Leading day to day front desk & guest services
- Directing guests to their assigned billeting.
- Welcoming new USAF & issuing information on local amenities.
- Efficient housekeeping scheduling.
- Ordering of supplies.
- Checking in guests & Issuing room keys.
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