Julie Shangraw

**** **** **. ********, **

Cell: 613-***-****

adbim5@r.postjobfree.com

Objective

Seeking employment within the Financial industry where I can further my career as a valued addition to your team, adding to the success of day to day operations within your organization.

Qualifications

Proficient in all Microsoft Office Applications such as Word, Excel, PowerPoint, Sage 50 (Simply Accounting), Outlook, March of Dimes data portal, ComVida Payroll.

Strong problem-solving skills.

Training in all administrative duties through various courses and committees.

Excellent communication skills – both written and verbal

Excellent time management & organization skills.

Develops lasting business relationships with clients

Works well under demanding conditions

Ability to maintain a sense of humor under pressure.

Bondable with current criminal record check.

Recognized for excellent attendance & punctuality.

Resourceful in solving new and challenging problems.

Experience

September 17th, 2018 – Present

Finance Assistant to Property & Finance Manager/Bookkeeper

Community Living Upper Ottawa Valley, Pembroke, ON

Responsible for general bookkeeping assistance to the Finance & Property Manager. Assisting the Finance manager with data entry MCSS Budget funding & March of Dimes/Passport fund for the people whom CLUOV supports.

Accounts Payable; Posting invoices, government remittances, processing cheque run twice a month, Electronic Fund transfers, reviewing Sage G/L for accuracy and Running month end G/L reports.

Completing and Reviewing monthly individualized budget reports & assisting the Manager in preparing reports for board of directors.

Accounts Receivables; Processing rent receivables invoices, paring any invoices for outside services provided, control & processing prepaid rent cheques, processing any donation or other receivables. Reviewing and balancing receivables, following up on any outstanding amounts on a monthly basis.

Payroll; Assists with inputting employee transactions into payroll system. Back up for Payroll Administrator. Process UNION, WSIB, EHT, CRA Remittances on a bi-weekly/monthly basis.

Petty Cash/Bank; Manage & prepare petty cash and balance petty cash on a monthly basis. prepare bank deposits & reconcile all bank accounts.

January 7th, 2014 – September 14th, 2018

Office Administrator

RGW Financial Inc. Freedom 55 Financial Advisor Rod White, Pembroke, ON

Management of phone calls and walk in clients.

Prepare for appointments

Account processing: Ensuring client accounts are processed accurately and efficiently and these include; Opening, closing & transferring clients’ accounts. Processing trade and other transactions.

Make drafts from scratch in written and design formation from brainstorming sessions; made appropriate edits for compliance and accuracy.

Assess marketing materials for accuracy and expiration.

Responsible for handling sensitive documents for individuals and executives.

Maintain client and prospect files in a detailed format and system.

Manage advisor calendar and scheduling appointments accordingly.

Maintain time management and organizational skills.

Order marketing materials; restocking recruiting supplies.

Effective communications with the Financial Advisor.

Accounts Payable & Receivables

Document all cash payments on daily cash report; weekly cash verification

Enter policy delivery and amendments and report any discrepancies to Advisor

Prepare incoming bills for payment - give to Advisor for signature and send to HO

Prepare employee payroll; Input numbers to Pay Summary Report using Sage 50 software.

Follow up with prospective clients.

Schedule MEDS requirements with third party testing facility and follow-up

Follow up on Life Insurance requirements once application has been submitted.

Maintenance of all equipment in office

Management of all incoming faxes, and follow up accordingly.

Stamp postal mail; Sorting, distributing of Head Office mail and Mailings for marketing.

Photocopying, scanning and all other aspects of maintaining an efficient office.

Education

2019 - Standard First CPR

2019 – WHIMIS, Fire Safety

2019 – NCI Training (Non-Crisis Prevention)

2017-Certified Breath Alcohol Technician.

2015-Quantisal Collector Training (Oral Fluids Screening)

2014- Employment Service (PMFRC)- Excellence in Customer Service

2014 –Employment Service (PMFRC) - Safe Work Practices.

2014- Employment Service (PMFRC)- Occupational Health & Safety

2014- Freedom 55 Financial Ltd. – New Business Now Course.

2012 – Cassidy’s Transfer & Storage Ltd. – Hazmat & Load Security Course.

2013- Screen Testing Technician, DOT Urine/POCT Drug Screen Collector

2010 - Cassidy’s Transfer and Storage – Log Book Course

2009 - Certified Professional DOT Urine Drug Screen Collector

2009 - Certified Breath Alcohol Technician

2008 - Standard First CPR Level A

1998 - Advanced Computer Topics Course

1997, 1995, 1992 - Standard CPR Certification

1991-1992 – New Skills Vocational School - Health Care Aide Certificate

1987-1992 – Campbellford District High School - Ontario Secondary School Diploma

Committee Involvement

2019-JHSC (Health & Safety Board) Non-Unionized Admin Member

2012- Present Driver Award Committee.

2008- Present Safety & Compliance Committee member

2008-2009 - Health and Safety Committee member

Community Involvement

2007-2011 Renfrew County United Way: Various Community Events

References available upon request.

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