Terence Fong Email & Phone Number

Prairies and Northwest Territories

National Headquarters

Western Canada

Calgary, Canada Area

- Monitoring and managing call volumes in real time ensuring that service levels, accessibility and other performance targets are balanced.- Providing administrative support to the Traffic Team Leader and Manager in generating various reports, maintaining Excel workbooks and helping to ensure the National Scheduler is updated and accurate.- Assist in planning and execution of corporate initiatives and functions at the call center by formulating schedules, plans and communicating them to… Show more - Monitoring and managing call volumes in real time ensuring that service levels, accessibility and other performance targets are balanced.- Providing administrative support to the Traffic Team Leader and Manager in generating various reports, maintaining Excel workbooks and helping to ensure the National Scheduler is updated and accurate.- Assist in planning and execution of corporate initiatives and functions at the call center by formulating schedules, plans and communicating them to management and team leaders.- Understanding the interaction of performance indicators (i.e. service level, accessibility, occupancy), reacting effectively, prioritizing changes and communicating effectively with team mates, the Traffic Team Leader and Senior Management. Show less

- Research and communicate filing and taxation interpretations to Canadian taxpayers. - Investigate and provide clarifications to taxpayer concerning Canadian Income Tax and when necessary, facilitate communications with the tax centers in order that taxpayer concerns are rectified.- Provide taxpayer assistance with personal income tax filing.

- Implemented and managed a re-sale campaign to inactive clients. - Researched, performed analysis, and reported on campaign activities and future strategies.- Created and maintained reporting system for campaign.- Maintained and implemented usage of CRM Sage system. - Created and managed various reporting documents for C- Level executives. - Managed and assisted clients in using Private Health Services Plan as well as generating insurance and product leads through existing… Show more - Implemented and managed a re-sale campaign to inactive clients. - Researched, performed analysis, and reported on campaign activities and future strategies.- Created and maintained reporting system for campaign.- Maintained and implemented usage of CRM Sage system. - Created and managed various reporting documents for C- Level executives. - Managed and assisted clients in using Private Health Services Plan as well as generating insurance and product leads through existing clients. Show less

- Used Social Media to engage clients and their audiences in two way conversations. - Created and implemented Social Media into the workplace.- Organized and assisted with video production. - Acted as IT support internally. - Assisted in daily operations and the business manager. - Organized and maintained sales and internal client databases (Salesforce and ShoutCMS and @task). - Generated online to offline activity through creation of meetups like Calgary Startup and… Show more - Used Social Media to engage clients and their audiences in two way conversations. - Created and implemented Social Media into the workplace.- Organized and assisted with video production. - Acted as IT support internally. - Assisted in daily operations and the business manager. - Organized and maintained sales and internal client databases (Salesforce and ShoutCMS and @task). - Generated online to offline activity through creation of meetups like Calgary Startup and Entrepreneurs. Show less

- Research and procuring of documentation and corporate files for over 50 lawyers spread over 8 departments as well as their assistants. - Trained and certified as a Personal Property Registry agent in Alberta. - Completed tasks individually, unsupervised as well as helped the corporate department with audits and corporate record requests. - Performed due diligence and court house searches. - Maintained and collaborated with a network of agents throughout Canada and in the… Show more - Research and procuring of documentation and corporate files for over 50 lawyers spread over 8 departments as well as their assistants. - Trained and certified as a Personal Property Registry agent in Alberta. - Completed tasks individually, unsupervised as well as helped the corporate department with audits and corporate record requests. - Performed due diligence and court house searches. - Maintained and collaborated with a network of agents throughout Canada and in the United Kingdom. - Worked on confidential projects that involved multi-million dollar deals with major oil and gas companies in North America by procuring key documentation for lawyers and clients.- Coordinated correspondence for firms registered with FMC internationally. Show less

- Consistently ranked in top 5 for performance or service no less than 4 times. - Completed financial training course and protocols in 1/2 the required time. - Met and exceeded annual financial target goals with over 200% performance ratings. - Achieved #3 in personal service revenue in all Calgary.

Certified Associate In Project Management

CAPM

Project Management

Extension Certificate

Cga, Level 3, Accounting

Communications, Law And Society