• Advanced knowledge of administrative office functions including payroll responsibilities and maintaining employee records• Provide exceptional customer service to individual, retail, and professional clients• Maintain utmost discretion when dealing with sensitive topics• Collaborate with warehouse to ensure shipping & inventory performed smoothly and up to date• Deliver exceptional communications via incoming and outgoing correspondence• Ensure all programs function properly each day; take action to rectify any issues• Independently devised, created and implemented multiple tracking resources, enabling easier targeted marketing and varying membership organization• Recommend changes as needed; timesaving methods

• Began training on the brokerWOLF accounting software• Training included logging the details of the training process in an internal software system, documenting and tracking client challenges and product enhancement requests• Practised efficiently answering client questions with superb email and telephone etiquette• Identified opportunities for improving product and client experiences

• Part-time CAO Clerk in the Perpetual Inventory department for Zehrs• Complete out-of-stock walk, distribute worksheets for departments to fill empty spaces on shelves, monitor department cycle count completion• Investigate items requiring further investigation• Exceptional customer service, dedicated to assisting shoppers locate items• Communicate with department managers and store employees, assist with various department needs as required

• Receive and delegate customer service requests• Prepare general ledger, journal entries, manage accounts payable, prepare bank reconciliations, process payroll using Simply Accounting• Data entry, process sales orders, conduct banking, prepare reports using Excel/Microsoft Office• Contact new and existing clients via telephone/email marketing• Stock inventory upon arrival, enter into computer inventory

BOOKKEEPING - This program provides students with the necessary knowledge and skills to perform effectively in entry-level bookkeeping positions in business and industry. The program focuses on day-to-day operational bookkeeping and managerial accounting in a computerized business environment.

• Provide financial advice, demonstrate passion for putting clients first• Open personal accounts, cross-sell services, provide financial solutions• Maintain current knowledge of financial lending policies and procedures• Contribute to meeting both personal and branch sales plans• Comply with strict rules and regulations and respect the privacy of client/employee information• Review credit bureau for risk assessment to branch• Utilize judgment and tact when negotiating and resolving conflict

• Offer high quality service to Bank customers and financial advisors; role model/support for Call Centre staff.• Provide exceptional customer service to bank clients and advisors• Process/prioritize logs from other Call Centre Representatives• Maintain and update product knowledge database with current information• Assist Representatives with product knowledge, client/advisor concerns• Research escalated scenarios utilizing a variety of software programs (Lotus Notes, Portfolio Plus, Contact Logger, Automated Work Distributor, Excel)• Communicate with other departments within the Bank to resolve issues• Maintain current, up-to-date client and company records

• Provide administrative support to the Assistant Vice President and Managers of the Kitchener-Waterloo Corporate Facilities Operations• Receive and delegate maintenance service requests for 4 Manulife locations using BOSS Software• Procure parking passes/facilitate parking arrangements for building tenants/staff in collaboration with Security Office• Make travel arrangements, manage multiple calendars • Arrange meetings/seminars, record minutes• Maintain Tab Data filing system, Management record-keeping• Compose correspondence/email to staff, tenants, and customer contacts• Assist with building functions and events• Reception duties, greet clients, administer mail/couriers as required• Order office supplies for multiple work areas, photocopy, facsimile