- Maintain an accurate record of clients financial transactions. - Update and maintain the general ledger. - Recording of debits and credits.- Maintain the trial balance, by a reconciliation of general ledgers. - Account reconciliation to assert the accuracy of transactions. - Monitor any variances from the projected budget. - Process clients payroll and maintain employee database regarding salary and pay. - Prepare T1 and T2 tax returns for clients.

- Maintain and monitor project plans, project schedules, work hours, budgets and expenditures.- Organize, attend and participate in stakeholder meetings.- Document and follow up on important actions and decisions from meetings.- Ensure project deadlines are met.- Provide administrative support as needed.- Ensure projects adhere to frameworks and all documentation is maintained appropriately for each project.- Ensure stakeholder views are managed towards the best solution.- Chair and facilitate meetings where appropriate and distribute minutes to all project team members.

- Reviewed field data for material and labour requirements and generated invoices, quotes, and photo reports.- Produced at a minimum 15 detailed written reports on our findings and recommendations and forward to customers.- Use of mobile technology to obtain our field service technicians’ data and build trend analysis.- Work closely with local branch team members to satisfy customer requirements.- Provide operational support to the local branches.

- Provide sound financial advice relating to everyday banking, investments, and credit needs, resulting in being able to go above and beyond customers initial needs- Train 2-3 customer service representatives at a time, by providing insight on how to improve on finding opportunities in customer's profiles to be able to deliver them with specific advice that suits their needs - Proactively identify wealth opportunities while providing financial advice to customers, resulting in new cliental and additional revenue for Wealth Management department

- Created a legendary customer service experience during all customer interactions, ranking 3rd in the district for overall sales revenue pace and pacing for top advisor, within the first 6 months of the job- Encouraged customers to register for additional TD bank services, consistently exceeding quarterly sales target of 12,000 SR and all other performance measurements - Completed financial transactions including deposits, withdrawals, and bill payments, requiring significant attention to detail to ensure all transactions were performed correctly

- Communicated with an average of 15 customers per shift to provide information regarding current promotions and various brands resulting increased shoe sales - Utilized persuasive sales techniques to upsell shoe products and accessories, consistently exceeding stores $200 hourly sales target- Monitored and tracked inventory levels