Experience
Administrative Assistant
• Safe Arrival/Attendance
• New Student Registration
• Assist parents as needed
• Assist Vice Principal and Principal as needed
• Input/Receive and Sort purchase orders and consumables
Clerical
Accounts Payable – Verify purchase orders with invoices and receiving reports, input payments, delete
Encumbrances. Verify that cheque requests are within policy
• Safe Arrival, Update Registration Forms, Reception, Scribe voicemails
• Input Casual Employee timesheets in IPPS, Filing, Input TD1 in IPPS
• Run Absence Reports in Smartfind to identify extended absences
• Payroll – Filing, Shredding, inputting time sheets in IPPS
Bookkeeper
• Manage financial transactions and record keeping with strict attention to detail.
• Complete Accounts Payable and Accounts Receivable functions.
Branch Administrator
Oversaw the daily operations of a retail branch including administration, compliance, human resources and technology.
Trained and developed new staff, enabling them to provide superior customer service to their clients and to develop a daily review system.
Reviewed daily transactions, ensuring that the branch was compliant with all securities and mutual fund standards.
• Organized multiple client appreciation events for the branch while adhering to budgetary constraints.
• Provided support to the Manager, including scheduling meetings organizing client and staff events and client problem resolution.
Education
Canadian Securities Course
Canadian Securites Course
Conduct and Practices