• Create Work Orders, Purchase Orders and Change Orders accurately and issue for review/approval• Upload all documents required for milestone billing in Tririga prior to billing• Complete first level validation of project files and inform PM, PCM and PTM of any missing documents• Assist PM with closing all open POs including follow-up on vendor invoicing• Issue, Track and log all Work Orders, Change Orders and Purchase Orders sent for approval. Ensure minimum deadlines for approvals are maintained.

•Supported US&C sales teams by using Solution Configurator (CRM) to create up to 162 contracts per month for sales presentations•Established trusted relationships with sales team by responding and providing quick turnaround time on sales contract creation•Managed process of gathering stateholder approvals for customer modifications made to legal documentations•Approved trade-in values for Kodak and Creo equipment •Assisted sales and Order Fulfillment to gather supporting documents and approvals to meet requirements for accepting a sales order•Trained sales representatives in person and via webex on Contract Generation tool

-•Managed designated accounts, marketing Creo products and services with the goal of initiating and supporting sales•Managed customer inbound requests from Creo website, print/publication journals, referrals from Customer Service Engineers and MD toll free number •Responsible for customer profiling, qualifying and processing sales leads, and routing to designated sales representatives in Salesforce.com (SFDC)•Created status reports using SFDC •Assisted with event preparations at Creo Users Association Conference Florida•Proficient with Siebel CRM OnDemand, Salesforce Dot Com, File Maker Pro, ACT, and Syntelate•Participated in hiring new team members and organized team building activities

•Scheduled advisor/client meetings and made travel arrangements to ensure each client’s portfolio was reviewed each quarter•Compiled meeting packages with contracts for high-net-worth client meetings•Trained administrators and representatives on completing account contracts•Functioned as a liaison with advisors, private clients and internal functional areas to make sure clients’ needs were being met to their satisfaction•Calculated and analyzed quarterly fees to ensure correct amount was billed•Followed-up on account activity to ensure timely processing of transactions which included cheque deposits and pre-authorized deposits into bank accounts•Responded promptly to client requests via calls, emails and letters to maintain excellent relationships with client base•Reconciled expense statements and arranged for payment of invoices•Participated in coordination and delivery of company sponsored events to build and maintain strong advisor and client relationships

•Responded to enquiries and provided information to sales reps, brokers and investors regarding processes, procedures and policies •Assisted sales representatives by analyzing needs and recommending investment options to increase sales•Trained sales representatives on posting transactions on Money Product System (MPS) sales tool, sales procedures and policies, registered and non-registered products to increase knowledge and confidence of sales team•Maintained in depth knowledge of compliance procedures as regulated by Securities Commission•Audited nineteen credit unions to ensure compliance with regulatory standards•Verified appropriate sales practices were taking place at branch level and provided suggestions to improve sales and compliance practices•Maintained up-to-date knowledge of competitors’ products and services, and kept current with market news that impact Ethical Funds