Melissa Chin Email & Phone Number

Mississauga, On, Ca

- Working closely with the company’s Sales / Marketing team; enabling them to meet their objectives by providing them with appropriate tools, materials and presentations- Guiding the day to day activities of the marketing team- Ensuring that the marketing objectives are implemented by the marketing team.- Conduct interviews and hire potential associates- Field train new associates and ensure proper marketing of productsSee less- Recommend investment products and services that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences- Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client- Solicit clients actively via telephone, mail, referrals, etc. - Maintain proper documentation following preset guidelines established by compliance and management- Train and supervise new Financial Advisors- Work closely with product providers in finding the best solution for the client- Comply with all industry rules and regulations

• Develop employee tracking system using Access and Excel • Led recruiting activities in Canada and the US from job posting • Provide letters and orientation of new hires• Perform exit interviews • Manage all WSIB Claims files under the direction of the service provider• Manage the Canadian and US benefit plan arrangements including enrollment, payroll coordination, claims management, renewal and communication• Advise managers and employees on organizational policy matters such as equal employment opportunity and sexual harassment, and recommend needed changes• Develop relationships between local colleges for Co-op placement• Study legislation, arbitration decisions, and collective bargaining contracts to assess industry trends• Maintain records and compile statistical reports concerning personnel-related data such as hires, transfers, performance appraisals, and absenteeism rates• Actively participated in the Health & Safety Committee and effectively completed Health & Safety inspections for the Toronto office• Organize Corporate Events (Annual Holiday Party, Children’s Christmas Party, Summer BBQ events• Assist staff with short-term and long-term disability application through our benefit plan • Prepare invoices for jobs/phases that are complete• Communicate with clients accounting department and ensure a smooth working relationship• Post account receivables and process accounts payables• Complete daily bank deposits and post account receivables into accounting system• Explain to customers the breakdown of invoices in relation to the work carried out• Ensure all employment forms are completed on the first day of work completed by new hires on the first day of employment• Conduct tours and introductions of the office for new staff members

• Provided clients with day to day email offers, sales, how to save money articles • Maintained client database through using an All clients program• Cold Calling of previous clients • Provided clients with strategic plan on how to save money • Submitted weekly progress reports and ensure data is accurate• Identified opportunities for campaigns, services, and distribution channels that led to an increase in sales• Performed booking keeping, travel agreements and customer relations

• Greeted and assisted clients for service appointments• Posted and reviewed aged account receivables listing for each day • Collected on customer account receivables and document progress • Opened and closed daily sales for service department • Answered customer calls/emails regarding various service related requests

Coordinate information for dissemination to staff and clients by using the telephone, mail service, e-mail, or fax machine• Experience in maintaining and organizing paper and electronic files• Update client accounts and information• Process financial and non-financial requests by logging in daily fundings by using the program LCRA (access)• Experience with posting paid invoices by using Simply Accounting• Complete monthly bank reconciliations• Ensure supply room and kitchen is fully stock and clean

Hrm, Human Resource Management, Accountanting, Labour Relations

Education record