Financial Data Entry Specialist
CurrentManaged key responsibilities related to processing CRA (Canada Revenue Agency) Clearance Certificates for Estates. This involved ensuring accuracy and compliance in finalizing estate accounts. I also streamlined processes, achieving a 341% improvement in efficiency, which allowed for a faster turnaround in certificate completion. Additionally, I developed and implemented comprehensive training documents, "How-To" guides, and standardized policies and procedures, supporting both new and current team members in understanding best practices and consistent data entry standards.Targeted Assignments:Tax File Audit: I conducted meticulous audits on tax-related documents to ensure all necessary files were properly uploaded and organized within our systems, maintaining compliance and facilitating ease of access for stakeholders.California Probate Form Development: In collaboration with the estate planning team, I designed a unified form that consolidated all required fields to simplify the probate process for California estates. This tool allowed estate planners to efficiently gather the necessary information, reducing administrative back-and-forth and improving accuracy.
