• Handle high-volume of inbound and outbound calls on current and past due accounts from card members• Negotiate, collect and resolve accounts using persuasive communication skills to encourage future card usage• Lower payments temporarily if customer is experiencing hardship• Recap, update and make proper notation to the account

• Posted Trust investment, interest and Trust Administration Fee (TAF)• Filed related backup for A/P invoices and check required signatures• Filed, boxed, and labeled bills and prebills and sent to storage • Posted bills write-offs whenever the lawyers gave discounts to clients• Prepared month end financial reports; distributed reports to lawyers through interoffice mail• Processed cheque batches• Opened Trusts investment for a new accounts, reviewed the existing ones, and date stamping• Posted Key Dates for lawyers to keep track of important dates• Transferred or closed lawyers’ matters as soon as the work has been completed• Posted client disbursement details, calculated amount, prepared and attached courier voucher

• Maintained accounts payable and preparing reports for management• Managed inventory control• Prepared journal entries • Communicated with customers via phone or personally

• Process 20 clients’ tax calculations in an effective manner• Accurately completed simple tax and benefit returns for low income earners accurately by entering data into online UFile tax software• Received clients on a priority basis and assigned specific appointment times • Worked directly with team leader when direction was needed and to resolve issues when necessary