Joan Robinson Email & Phone Number

Toronto, Ontario, Canada

• Balance and allocate both pension plan contribution payments to the appropriate general ledger accounts such as Basic, RCA, Service Purchases, Payment schedules, Receivables, Reserve Fund payments, pension overpayments.
• Report daily cash position of OMERS with respect to pension payroll, MSS payouts, contribution deposits, refunds, and related duties.
• Liaise with executives, financial institutions, and pension division regarding any accounting entries.
• Working successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
• Demonstrate self-reliance by meeting and exceeding workflow needs.
• Recognized by management for providing exceptional customer service.

Toronto, Ontario, Canada

• Evaluated and processed calculations for buy-back costing and PSPA reporting to Canada Revenue Agency.
• Coordinated on the amortization schedules for payroll deductions, receipts and processed RRSP transfers.
• Offered subject matter expertise on member contributions and retired pensions employment regulations, compensation policies and personnel management procedures to optimize internal structures.
• Maintained thorough and current personnel handbooks and records.
• Motivated and encouraged team members to communicate more openly and constructively with each other.
• Resolved interpersonal conflicts by listening, finding common ground, and building relationships.

Toronto, Ontario, Canada

• Improved productivity and increase focus on customer service through implementation of a newly designed global system.
• Developed positive and productive teamwork environment through team activities and initiatives.
• Prepared, analyzed, reported, and communicated operations performance results.
• Met and consistently exceeded revenue targets with proactive, customer-specific suggestions of accessories and related items.
• Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
• Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.