Melissa Ngo Email & Phone Number

Toronto, Canada Area

• Greeted visitors either in person or by phone – answer or refer any inquiries.• Provided administrative support to senior members.• Developed and implemented new administrative systems where necessary.• Recorded office expenditures and managed the office budget.• Maintained supplies of kitchenette pantry, stationary, and equipment.• Maintained the condition of the office including daily checks of the office and arranging for necessary repairs with Property Manager or various vendors.• Organized on and off-site meetings and catering to Board and Management.• Managed office Health & Safety procedures and acted as Fire Warden for office.• Responsible for maintaining positive office culture, organizing social events, and working alongside senior team members to ensure best office environment.• Employee Onboarding – Welcomed new team members and helped to get them settled in.• Worked with Line Managers and IT Support to ensure all new starts have been set up with appropriate equipment and permissions ready for start date.

Brampton

• Greeted all clients, collected client information, and assigned to appropriate esthetician/ aesthetician/ RMT/ or beautician. • Answered all phone calls, checked voicemail, booked and confirmed appointments, cashed clients out appropriately (i.e., cash, debit/credit, gift cards, promotions, contracts, vicinity, and various rewards programs and methods of payments)• Punched in/ out for staff, booked vacation time, and recorded sick days.• Signed staff invoices for commission based employees. • Managed floor traffic and maintain client waiting lounge.• Maintained cleanliness of front desk reception area and client waiting lounge.• Ensured retail displays and shelving for products are clean and fully stocked. • Assisted in updating/ revising staff information for spa application tool. • Performed other administrative functions as required.

Brampton, Ontario, Canada

• Scheduled and confirmed all patient appointments for treatment providers via email, telephone, and in person. • Maintained patient appointments on schedule by notifying provider of patient's arrival; reviewing service delivery compared to schedule; reminding provider of service delays.• Handled patient complaints and escalations.• Ensured availability of treatment information by filing and retrieving patient records and required forms.• Maintained adequate levels of inventory, supplies, and ensured machines/devices/software are up-to-date, in good order, and functioning.• Prepared financial sales reports and payroll.• Maintained patient accounts by obtaining, recording, updating personal and financial information; patient charges, filing, collecting, and third-party claims and billings.

Toronto, Ontario, Canada

Toronto, Canada Area

Ops Internal Controls and Recon. - Mutual Funds Reconciliation• Ensured tracking for all documents from fund companies are received and accounted for.• Coordinated with other internal mutual fund departments to ensure clients’ accounts are in good order and reconciled.• Corresponded with mutual fund companies to ensure registration details, fund company demographics, and documents are current.• Produced daily, weekly, and monthly reports for attestation and reconciliation purposes.• Revised procedures and reports for manual mutual funds desk and assisted in updating of mutual fund application tool for continuous improvement of business processes and procedures.

Toronto, Canada Area

Ops Internal Controls and Recon.• Reviewed and audited client account transaction documentations such as account adjustments, de-registrations, RESP contributions, RIF payments, journal entries, and management fees to ensure quality and efficient client service and desired outcomes are achieved.• Produced daily, weekly, and monthly reports for attestation and reconciliation purposes.• Identified suspicious/other reportable transactions or patterns of activity that are suspected to be related to fraud and escalate in accordance with RBC Policies & Procedures.• Acted as back up for Firm Balancing function.

Toronto, Canada Area

DS Account Transfers• Reviewed and verified transfer in/out documentation to ensure clients’ requests are processed accurately.• Allocated client documents to appropriate department and person for processing.• Maintained client records in an organized fashion, ensuring information are documented and up-to-date.• Resolved various issues and inquiries on OPENs ensuring no SLAs are breached.• Corresponded with IA/IAAs to prepare clients’ accounts for transferring out.• Coordinated trade/ settlement and transferring dates with external international firms.

Toronto, Canada Area

DI Funds Processing• Prepared standard/negotiated documentation to the appropriate person for review and approval as required.• Organized cash management documentation (i.e. documentation execution) in accordance with firm’s policy and procedure.