Julia Fear
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Julia Fear Email & Phone Number

Client Experience Manager at Veritable Wealth Advisory
Location: Ontario, Canada, Canada 11 work roles 2 schools
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Current company
Role
Client Experience Manager
Location
Ontario, Canada, Canada
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Who is Julia Fear? Overview

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Quick answer

Julia Fear is listed as Client Experience Manager at Veritable Wealth Advisory, a company with 4 employees, based in Ontario, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Julia Fear.

Julia Fear previously worked as Office Manager / Accounting Technician at Business Management Services and Bookkeeper / Customer Service Administrator at Fires Alive Fireplace, Bbq & Solatube Store. Julia Fear holds Accounting: The Fundamentals, 92% from University Of Toronto.

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Veritable Wealth Advisory

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Profile bio

About Julia Fear

· Thirty years of diverse experience in administration, accounting and customer service· Demonstrate exceptional communication and organizational skills· Insightful analysis and disciplined approach to problem-solving· Natural ability to establish and maintain trusted relationships· High quality deliverables and ability to prioritize to meet commitments· Gallup Top 5 Strengths: Harmony, Consistency, Relator, Responsibility, Achiever

Current workplace

Julia Fear's current company

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Veritable Wealth Advisory
Veritable Wealth Advisory
Client Experience Manager
burlington, ontario, canada
Employees
4
AeroLeads page
11 roles

Julia Fear work experience

A career timeline built from the work history available for this profile.

Office Manager / Accounting Technician

Business Management Services

Peterborough, Ontario, Canada

  • Supervised front office functions to ensure a positive and personalized experience for clients
  • Managed workflow and delegated tasks during the busy personal and corporate tax seasons
  • Maintained up-to-date and confidential information in Client Track CRM
  • Developed trusted relationships with clients through the bookkeeping cycle, from posting to the General Ledger to preparing and filing HST returns
  • Responsible for key administrative functions, including client inquiries, meeting… Show more Supervised front office functions to ensure a positive and personalized experience for clients
  • Responsible for key administrative functions, including client inquiries, meeting coordination, invoicing and collections, human resources and communications Show less
Sep 2020 - Aug 2022

Bookkeeper / Customer Service Administrator

  • Performed bookkeeping functions for three related companies using QuickBooks Enterprise and QuickBooks Online
  • Responsibilities included customer invoicing and collections, accounts payable, bank reconciliations, government remittances, intercompany transactions and bi-weekly payroll submission
  • Provided exceptional retail service by engaging with customers on the phone, by email, and in-store
  • Prepared year-end documents and communicated with accounting firm to finalize statements and tax… Show more Performed bookkeeping functions for three related companies using QuickBooks Enterprise and QuickBooks Online
  • Prepared year-end documents and communicated with accounting firm to finalize statements and tax returns Show less
Aug 2019 - Aug 2020

Sales Compensation Analyst

Hp
  • Feb 2017 - Nov 2018: Contract position via ManpowerDec 2010 - May 2014: Full-timeResponsible for semi-annual sales compensation planning and quota deployment for 100+ sales reps
  • Deployed $350M+ of PC and Print quota to the sales reps each cycle
  • Monitored sales data to ensure proper crediting and track sales rep performance
  • Represented Canada on worldwide teams to drive operational efficiencies, including pipeline management and scoping project for new global quota planning… Show more Feb 2017 - Nov 2018: Contract position via ManpowerDec.
  • Represented Canada on worldwide teams to drive operational efficiencies, including pipeline management and scoping project for new global quota planning tool
  • Tested and implemented new cloud-based territory and quota planning software (Anaplan) Show less
Dec 2010 - Nov 2018

Sales Support Analyst

Hp
  • Published commercial sales forecasts to senior management and sales reps
  • Provided administrative and application support to sales reps on CRM software
  • Organized and facilitated training sessions for Inside and Field Sales
  • Developed a tool and process for tracking customer experience from an internal perspective
  • Process owner for Canadian Direct Customer Experience survey escalations
May 2002 - Nov 2010

Executive Assistant, Compaq Direct Operations

  • Managed Director’s schedule and assisted with day-to-day administrative tasks
  • Prepared internal and external meeting materials, presentations and marketing collateral
  • Developed and maintained Compaq Direct Operations intranet site
  • Ensured cost effectiveness of travel arrangements and office provisioning
Jun 2001 - May 2002

Accountant

Inacom Information Systems Corporation
  • Administered semi-monthly payroll for 55 employees, including related reporting, remittances and monthly calculation of commission payments for sales reps
  • Collaborated with President and Controller to prepare Inacom’s accounting records for acquisition by Compaq Canada Corp
  • Cooperated with Compaq’s Human Resources department to transfer confidential Inacom employee information and year-to-date payroll data in preparation for transition to Compaq
Jan 2001 - Jun 2001

Team Leader, Accounting

Intertec Corp (Mobile Direct - Inacom Subsidiary)
  • Supervised accounts receivable and accounts payable functions
  • Administered semi-monthly payroll for 25 employees, including related reporting, remittances and monthly calculation of commission payments for sales reps
  • Transitioned accounting records from ACCPAC DOS to ACCPAC for Windows
  • Prepared monthly internal financial statements with related analyses
Apr 1999 - Dec 2000

Accountant

Response Systems International (Canada) Limited
  • Maintained accounting records of four companies in different currencies
  • Transitioned accounting records from a manual Excel-based system to M.Y.O.B.
  • Administered monthly payroll with related reporting and remittances
  • Supervised accounts payable and invoiced clients for fees and recoverable expenses
  • Budgets and cash flow projections for all companies; prepared quarterly consolidated financial statements
  • Prepared year-end statements and related material for annual audit and communicated… Show more Maintained accounting records of four companies in different currencies
Sep 1995 - Apr 1999

Office Manager

Telesis North Inc.
  • Prepared monthly financial statements, bi-weekly payroll, budgets and cash flow projections
  • Invoicing and collection of accounts receivable; managed accounts payable
  • Prepared year-end financial statements, including calculation of R&D tax credit
  • Communicated with auditors to finalize statements and tax return
  • Recruited university students for co-op work program
Jan 1993 - Aug 1995

Office Manager

A+ Student Painters
  • Recruited and trained summer staff to provide administrative support to franchise managers
  • Supervised staff to record revenue and expenses for 150 painting franchises in Central Canada
  • Supervised bi-weekly administration of payroll for over 2500 painters
May 1988 - Jul 1991
Team & coworkers

Colleagues at Veritable Wealth Advisory

Other employees you can reach at veritablewealthadvisory.com. View company contacts for 4 employees →

2 education records

Julia Fear education

Accounting: The Fundamentals, 92%

School of Continuing Studies: Sept 1998 to Dec 1998

FAQ

Frequently asked questions about Julia Fear

Quick answers generated from the profile data available on this page.

What company does Julia Fear work for?

Julia Fear works for Veritable Wealth Advisory.

What is Julia Fear's role at Veritable Wealth Advisory?

Julia Fear is listed as Client Experience Manager at Veritable Wealth Advisory.

Where is Julia Fear based?

Julia Fear is based in Ontario, Canada, Canada while working with Veritable Wealth Advisory.

What companies has Julia Fear worked for?

Julia Fear has worked for Veritable Wealth Advisory, Business Management Services, Fires Alive Fireplace, Bbq & Solatube Store, Hp, and Compaq Computer Corporation.

Who are Julia Fear's colleagues at Veritable Wealth Advisory?

Julia Fear's colleagues at Veritable Wealth Advisory include Alesha Burkitt, Matt Galbraith, Daniel Perras, Cfp®, Clu , Cim®, Tep, Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®, and Rob Wojtasik.

How can I contact Julia Fear?

You can use AeroLeads to view verified contact signals for Julia Fear at Veritable Wealth Advisory, including work email, phone, and LinkedIn data when available.

What schools did Julia Fear attend?

Julia Fear holds Accounting: The Fundamentals, 92% from University Of Toronto.

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