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Compliance Officer Administrative Assistant

Location:
Calgary, AB, Canada
Posted:
July 06, 2021

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Resume:

SUZETTE XEMINES

Airdrie, AB T*B *X* 587-***-**** adnks9@r.postjobfree.com

Professional Summary

PROFESSIONAL SUMMARY: High energy, self-motivated, well organized, Administrative Assistant with successful experience in fast pace office settings. Hardworking team player with expertise completing various clerical tasks and offering staff support. Responsible, organized, confident, punctual and productive professional when working with minimal supervision.

Skills

High Proficiency Office Equipment and Computer Skills

Excellent Time Management Skills

Strong Organizational Skills

Ability to Multi-Task

Flexible, Charismatic, Energetic, Courteous and Positive Attitude

Documents and File Management Skills

Good Judgment and Decision Making

Meticulous Attention to Detail

Excellent Written and Oral Communication Skills

Ms Office Suite (Word, Excel, Access, PowerPoint, Office 365, Outlook, SharePoint, Adobe)

Excellent Interpersonal Skills

Work History

ADMINISTRATIVE/ACCOUNTING ASSISTANT, 08/2019 to 03/2020

GLOBAL CONTROL INC. – AIRDRIE – Airdrie, AB

I am adaptable, innovative, open-minded and worked well in changing environment.

Performed duties with high level of confidentiality, tact and diplomacy.

Wrote reports, work collaboratively across departments, business units, and with customers and public while maintaining positive corporate image.

Reconcile expenses to maintain records of budget expenditures.

Provided exemplary customer service and build rapport with internal and external stakeholders.

Created PowerPoint presentations for business development purposes.

Processed invoices and expenses using SAGE50 to facilitate AR and AP on-time payments.

Completed data entry in company data base systems, receptionist duties, electronic filing, and data archiving, for financial information.

Drafted internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors.

Developed and updated spreadsheets and databases to tracks, analyze and report on performance and sales data.

Handled client correspondence and tracked records to foster office efficiency.

Prepared packages for shipment, pickup and courier services for prompt delivery to customers.

Maintained staff directory and company policy handbook for human resources department.

Welcomed office visitors warmly and directed them to service areas and alerted staff to arrivals of scheduled appointments.

Completed monthly Financial Statements.

Successfully managed payroll full cycle.

INSURANCE AGENT, 02/2018 to 07/2019

AMERICAN INCOME LIFE - CALGARY.

Closed all sales first day on job in-home presentations.

Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.

Obtained underwriting approval by completing application for coverage.

Upsold additional products and services after identifying customer needs and requirements.

Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Maintained high standards of customer service by building relationships with clients.

Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 10%.

EXECUTIVE ADMINISTRATIVE ASSISTANT, 07/2017 to 06/2019

DECOKING DESCALING TECHNOLOGY INC – LACOMBE, AB

Maintained and managed calendars, sent invitations for assigned groups; prioritized, co-ordinate, and scheduled internal and external meetings, assisted in resolving time management/scheduling conflicts as required.

Created written documents and correspondence, edited, proofread, and quality checked to ensure accuracy and consistency within and across all documents.

Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency.

Implemented efficient record-management systems that saved up to 8 hours of work time per week.

Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions in a respectful manner.

Maintained effective and professional communications with all internal departments to keep them informed of procedural changes, and offer solutions to possible problems.

Responded to emails, inquiries and other correspondence to facilitate communications and enhance business processes.

Arranged travel, related itineraries and make reservations for hotels and transportation.

Wrote and enforced effective office procedures to reduce errors and prevent process delays.

Carefully transcribed phone messages received and relayed them to appropriate personnel within minutes of each call.

Engaged in research to find new ways to improve organization.

CUSTOMER SERVICE/COMPLIANCE OFFICER, 02/2011 to 12/2015

NATIONAL HOUSING TRUST

Experienced in providing administrative support to finance, accounting, procurement, legal, and information technology.

Demonstrated initiative, sound judgment, critical thinking, and ability to work independently and to respond to high-priority and sensitive situations.

Proven ability to build strong relationships and work within multiple teams across organization in professional manner.

Worked with confidential information, with teams and independently.

Promoted from Customer Service Representative to Compliance Officer.

Attended seminars, worked with diligence to regularly meet or exceed special targets, including loan applications, employer contributions and specific product promotions.

Ensured compliance with funding agreements and program guides.

Prioritized helping customers over completing other routine tasks in office, and worked well under high pressure.

Review contracts, worked on research papers, agreements, and proposals to ensure compliance with policies and procedures for the specific program.

Listen to customer needs and desires to identify products and provide guidance.

Always finding innovative solutions for clients’ difficult situations, while engaging them in the process to bring about happiness to both clients and shareholders.

Education

Insurance License: 2018

Alberta Insurance Council - Edmonton, AB

Diploma: General Management (Accounts Major), 2017

Red Deer College - Red Deer, AB

Certificate, Data Operations: 2015

National Vocational Training Institute (NCT)

Diploma: Customer Service Supervisor, 2014

National Vocational Training Institute (NCT)

BBA: Business Administration (Finance Major), 2010

University of Technology



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