As the Community Business Manager, I am responsible for managing the financial aspects of the community. I am the primary resource handling and managing financial based concerns from residents and their families.As CBM I am responsible for the efficient operation of the Business office, including but not limited to hiring and supervision of staff, information, and communication management. I prepare and submit bookkeeping transactions and month-end financial reports. I perform all payroll and date entry functionality for the community.On a rotational basis I act as Manager on duty.

I focus on providing guidance and direction for all policies and procedures relating to specific products, technical systems, tax related and regulatory obligations. Responsible for the review of all communication and procedural updates.

Investors Group Financial Services Inc. I serve as 1st point of contact for clients while directing the talents of 6 professionals (2 executive financial consultants, 1 consultant, and 3 associates) to complete daily job functions. I administer 650+ family group client partnerships and $169M+ in assets under management. I focus on delivering exemplary professional service within all practice areas while confirming adherence to strict protocols. I display analytical capabilities to locate new business opportunities and foster new client partnerships through external prospecting.𝐊𝐞𝐲 𝐀𝐜𝐜𝐨𝐥𝐚𝐝𝐞𝐬➥ Demonstrated forward thinking to create a process-increasing book of business from $30M to $110M+. ➥ Showcased high levels of professionalism to maintain high levels of training trends, developments, and best practices to ensure compliance best practices are adopted region-wide.

Investors Group Financial Services Inc. I onboarded new consultants to use technical tools and proper documentation. I was the 1st point of contact for all client-related issues and assessed the future training needs of individual consultants.

Wrote and allocated emails, correspondence memos, letters, faxes and forms while assisting with regularly scheduled reports. Swiftly and aaccurately updated and preserved office policies and procedures. Organized and initiated various tasks such as arranging appointments, planning meetings and taking minutes.

Investors Group Financial Services Inc. I was selected to be the right hand person of the Regional Director overseeing 45 consultant teams. I facilitated Regional Director with recruiting, training, and maintaining qualified talent. I employed high-level executive administrative skills to monitor communications, study calendars, and promptly address team inquiries. I used Outlook Journal to record meeting discussions and provide historical references when needed.

I attentively monitored calls from 200 employees to condense future callbacks and faults. I supported coaching practices to help employees remove skill gaps. I listened attentively to customer issues to address problems while being within company guidelines. I formed sales campaigns to align with team targets and marketing obligations. 𝐊𝐞𝐲 𝐀𝐜𝐜𝐨𝐥𝐚𝐝𝐞𝐬➥ Focused on results to surpass target quality scores of well beyond 80% and retained 98% accuracy of data entry for billing/order requests and orders taken. ➥ Consistently striving to improve performance to locate opportunities to lessen average handle time per call for frontline client service representativesOther roles: Acting Manager, Senior Client Representative, Customer Service Representative