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Customer Service Administrative Assistant

Location:
Burnaby, BC, V5G 3W2, Canada
Posted:
September 30, 2023

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Resume:

KARIMA MEGHJI

**** ******** *****

Burnaby, BC V*G 3W2 Tel. 778-***-**** / e-mail: adz2ms@r.postjobfree.com

CAREER OBJECTIVE

An Administrative Assistant using my software knowledge and experience, and customer skills to provide quality support in a dynamic organization.

PROFILE

Fifteen years experience in a financial sector. Skills include Microsoft Office, Word Processing, Dictaphone and Electronic Mail system.

SKILLS/ABILITIES

r Microsoft Word (70 WPM) r Excel

r Internet Explorer r Microsoft Outlook

r Customer Contact Skills r Mail and File Procedures

CAREER HISTORY

Dale Matheson Carr-Hilton LaBonte LLP, Vancouver, BC 2006 – 2022

Chartered Accountants

Administrative Assistant

Accomplishments

Provide professional and courteous customer service to the clients and to the tax team.

Compile Canadian T1 Individual and T2 Corporate Income Tax Returns (paper filing and digital).

Compile US Individual and Corporate Income Tax Returns (paper filing and digital).

Use IFirm and Signority to send documents to the clients for signature.

Efile and/or paper file Canadian and US Individual and Corporate Tax Returns.

Provide administrative assistance in typing of engagement letters and correspondence. Provide efficient voice processing dictation service by coordinating the timely completion of documents and correspondence.

Proofread financial statements and correspondence for errors in figures, alignment, punctuation and spelling.

Maintain timely sorting and filing of correspondence.

Prepare expense reports for the tax partners.

On a monthly basis, prepare invoices and input time in Star for the tax partners.

Complete new client forms as required.

Any other assistance as needed, e.g. photocopying, sending out couriers, making coffee, cleaning kitchen, etc.

Sadovnick Telford + Skov, Vancouver, BC 2001 - 2005

Chartered Accountants

Secretary/Receptionist

Accomplishments

Provide professional and courteous customer service to the clients.

Type financial statements, correspondence and invoices for the professionals in the accounting department.

Sort and distribute incoming and outgoing mail and maintain timely sorting and filing of correspondence.

Karima Meghji Page 2

The Canada Trust Company, Vancouver, BC 1985 - 2000

Senior Word Processing Operator (1995-2000)

Estates and Trusts

Accomplishments

Provide excellent customer service to the users in the document processing centre.

Provide efficient centralized voice processing dictation service by coordinating the timely completion of documents, correspondence and spreadsheets for the Vancouver/Victoria branches, resulting in efficient service.

Prepare professional documents, correspondence, reports and Wills.

Proofread all processed material for errors in consistency, punctuation, grammar, spelling and typographical errors.

Ensure that files were maintained to facilitate quick retrieval of recorded material, as well as a reference guide of stored material, for users of the Document Processing Centre.

Maintain timely sorting and filing of correspondence for all clients within the estate and trust department.

Provide switchboard relief in redirecting calls for the entire regional offices within the Canada Trust tower.

Manage paper communication network for the estate and trust division of Canada Trust, Vancouver.

EDUCATION & PROFESSIONAL DEVELOPMENT

Grade 12 Graduation

Kenya Secondary School, Mombasa, Kenya

Numerous courses and seminars, including but not limited to:

Word Processing / Office Administration (four-month program)

Vancouver Vocational Institute, Vancouver, BC.

Secretarial / Office Assistant (two-year program)

Queensway Secretarial College, Nairobi Kenya

References Available upon request.



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