Susan L Email & Phone Number

Brossard, Qc, Ca

Montreal, Quebec, Canada

Canada Life Assurance and Wealth ManagementFull-time (remote): Role 2 - Data Integrity (quality assurance)DATA INTEGRITY: Direct client service operations roleJob restructuring process with additional responsibilities working under a fully productive, efficient and effective remote environment with minimal supervision;High degree of autonomy, professionalism and great attention to detail;Verification of insurance forms: Ensuring data consistency and error-free documents (Adobe/Docusign PDFs) for 75+ financial security advisors under a minimum productivity of (80 pages/day equal to 400 pages +/week); Validating wet signed and e-signed paperwork, checking for errors, omissions and/or discrepancies between documents and internal content management tools (Investment Centre (IC) / Onbase: HubSpot/CMS systems);Capacity to prioritize, focus and balance multiple priorities at all times, while communicating with advisors/Administrative Staff regarding incomplete/missing documentation and requirements;Demonstrated organizational and time management skills to manage multiple tasks and deadlines; Applying for halt trades, as required, when paperwork is not received and or does not match system, after multiple attempts have been made to obtain it;Quarterly QA control check: Reaching 95% to 100% score and ensuring that files meet the minimum requirements of MFDA’s regulatory compliance and regulatory standards.

Montreal, Canada Area

Full-time (on-site): Role 1 - Compliance (quality assurance)COMPLIANCE: Direct client service operations roleReviewing new proposals and all supporting forms and documentation for accuracy and completeness;Running reports on previous day’s trades and comparing report information to reconcile all documents required to be sent for file retention have been received and stored in the virtual system; Verifying/entering pertinent information within Investment Centre system, and notifying appropriate area when necessary;Communicating with advisors//support staff regarding incomplete/missing proposals, forms and information requirements that may involve multiple follow-ups with advisors and requiring utmost tact and diplomacy; Tracking and documenting NOT IGOs and branch paperwork errors and delays through centralized tracking tool; Drafting and translating error messages specific to each branch (English/French);Escalating repeated paperwork and non-compliant issues to appropriate manager and or department while providing solutions that will resolve the issue;Accountable for ensuring that the files meet the minimal compliance standards with completion and accuracy of paperwork matching with the processing system.Report analysisGenerating daily reports to analyze information in the system in order to determine what is required to be reviewed across multiple departments or individuals to be auctioned. Customer serviceResponding to incoming requests and inquiries from advisors/support staff in all sales channels for resolution of investment-related issues.

Montreal, Canada Area

For clients: Proven 90% success rate for Quebec, Ontario and NY ticketsFor employees: Caring business owners (Bernard Lévy-Soussan and Laurence Acoca, Avi Levy and Alisa Levy) Contestation of driving tickets and traffic violations; Customer service and executive management support; Daily e-mail transfers to all legal staff and lawyers; Drafting welcoming documents and timesheets for new employees; Translation, proofreading and editing of templates, internal memos and new web sections;  Paralegal support / Responsible for ordering office supplies.

Canada / Us

Ajilon Consulting (MODIS) / Industry Canada (CDA/U.S.); BP Canada - Building Products / Certified Roofers; Jubilation Travel Info – International Travel Magazine; Optio Publishing - Dental websites /SEO & Online Marketing Experts; PF Chang’s - Interaction Restaurants Group; Public Mobile – Mobile Service Company / Everybody Talk; Riteway Freight Systems Transportation Services; Victoria Park – Health Club & Urban Spa; Windsor Hotel - BallroomsEDITING - LITERARYThe Romance Writer's HandbookWhispers in the SandLise/HalizaCharlotte's TreeAminata of CasamanceIsaiah T. Montgomery: A BiographyGolden Orchid

Longueuil, Quebec

SAP: Terminology development and support, translation and proofreading the coherence of instructions for use and finished product labels, according to reference documents for decorative paints and stains, adhesives and elastomeric sealants; assisting the principal technical information coordinator and internal marketing team; archiving and updating active/inactive product files.

Montreal, Toronto And Vancouver

Abitar Group – Interior design and architectural rendering; Bouchereau, Lingua – Language Training and Translation; Ubisoft / 3D Action Planet game: Management of 15 online translators (1 million/w) / Environment Canada / The Jungle Book; Hera Evolution – Information Systems/IDMS environment; Technomedia - Web solutions – Multimedia pages (HTML); Technovate Translations/Targeted language solutionsTECHNOVATE RESEARCH.COMArticle: CHOOSING A TRANSLATION COMPANYClient review / Technovafromte Research.com: October 9, 2007http://technovateresearch.com/Reports/Translation/Choosing_a_Translation_Company_a_Detailed_Report_3.shtml

Région De Montréal, Canada

Retail sales: Renovation, Decoration and Construction, Building Material and Horticulture HardwareCustomer service/Online Web merchandising/Marketing & E-Business  Online flyers and web release Product description relative to company policy (5,000 products); Picture selection for DEPARTMENT section on www.rona.ca/en; Weekly flyer program follow-up, categorization and planography (UNIX); planning and realization of online marketing activities according to specific topics (seasonal, festivals, marketing programs, exclusive and promotional activities;  Creation of terminology & synonym database exclusive to the RONA’s brand of products Search engine optimization (SEO) support of company’s website; Input of relevant keywords geared towards improving site navigability and usability towards users.

Région De Montréal, Canada

LASALLE COLLEGE/International Collegial Level InstitutionFull-time (on-site): 1 year + 10 months / Admissions Director, Admissions Department Team (hiring, managing and training 14+ sales reps) / Customer service, Marketing and sales / Translation Project Manager (EN/FR & FR/EN) / Documents and website / Promotional flyersSupervision of inbound and outbound calls; responsible for Admissions Department cash flow; support in candidate selection and hiring process with Zoom Emplois, Employability Services, training and team supervision of 14+ sales reps; Open House, Career Day, etc.**FEATURED IN The Montreal Gazette - July 30, 2003Jacques Marchand, General Manager and Susan Levy Riches, Admissions DirectorZOOM INFO / MONTREAL MOMENTUMArticle written by Warren Perley, President of Punctuation GraphixPhoto by Phil Carpenterhttp://www.ponctuation.com/businessProfile11.htmlPREVIOUSLY AT BELL SYGMA - Information Systems/Information Technology (IT/IS) (1 year)Technical Writer and Translator (EN/FR & FR/EN)Work in collaboration with technical writers in development division for online user guide update (RoboHelp); product testing, translation of system information, database and error messages; quality assurance: linguistic support and terminology update.SNC-Lavalin: Résumé Coordinator (EN/FR and FR/EN) (1 year)

Certificate In Communications, Radio Broadcasting

Radio Connection, Famous Broadcasters Company – KRZR (103.7) (Fresno, CA) / Training with CJAD (800 AM), Montreal, QC, Canada

High School Diploma, General Studies

Economics