LISA MARQUARDT
Penticton,Canada
Summary
Insightful professional with many years of experience creating, publishing, and managing original and compelling content. Veteran at engaging target audiences on wide range of platforms. Cohesive team player when collaborating with marketing and organizational leaders to drive consistent messaging.
Overview
4
4
years of professional experience
Work History
Creator/Owner
Winter Bird Creations
Penticton, BC
11.2021 - Current
- Operate Winter Bird Creations, overseeing all aspects of online store management.
- I have crafted intricate beadwork as an experienced Coast Salish artist since the age of eight.
- Sourced quality materials and completed beadwork to fulfill client orders, and maintain inventory.
- Managed time effectively between custom projects and creative endeavors for the store.
Scheduling Clerk - Casual
Interior Health
Kelowna/Penticton, BC
02.2025 - Current
- Processed requests for vacancy coverage to maintain staff complement baselines.
- Allocated and contacted relief staff to address vacancies promptly.
- Handled payroll removal notices and change notifications for on-staff employees.
- Reviewed and audited timekeeping records for accuracy and compliance.
- Calculated and edited on-call and callback hours for payroll accuracy.
- Performed data entry tasks with attention to detail.
- Executed reception duties, providing clerical support as needed.
Customer Care Coordinator
Lifemark Physiotherapy
Kelowna, BC
07.2023 - 02.2025
- Answered telephone calls, greeted patients and visitors, and provided exceptional customer service.
- Coordinated referrals for Work Safe, LTD and ICBC clients efficiently.
- Managed accurate intake of information during patients' first clinic visit and throughout treatment plans.
- Assisted patients with paperwork completion to minimize errors and ensure accuracy.
- Scheduled patient appointments and maintained detailed medical records.
- Collected payments at time of service to streamline operations.
- Tracked funding coverage to secure approvals; completed data entry and billing tasks.
- Processed incoming and outgoing emails, mail, faxes, and coordinated courier packages.
Customer Service Representative / Seasonal Office Lead
H&R Block
Kelowna/Penticton, BC
01.2023 - 05.2023
- Provided front-end customer service for franchise tax office, addressing inquiries about taxes and returns.
- Managed ordering and control of documents while ensuring proper filing procedures.
- Handled multiple phone lines, efficiently transferring calls and executing opening and closing tasks.
- Adhered to government Covid cleanliness protocols during daily operations.
- Ordered and stocked office supplies, maintaining adequate inventory levels.
- Assisted tax professionals with client-related questions and located essential files.
- Monitored changes in corporate and government policies to stay informed on tax regulations.
- Utilized CIS, Word, Excel, and various web portals, ensuring secure handling of private information.
Customer Service Representative - Auxiliary Remote Work
Maximus Canada
Penticton, BC
07.2021 - 08.2022
- Responded to citizen requests courteously and promptly using Knowledge Base resources.
- Reviewed British Columbia government websites to provide accurate information to citizens.
- Transferred complex inquiries to appropriate provincial ministries or business areas for resolution.
- Ensured compliance with MAXIMUS Canada policies and legislated work procedures.
- Maintained respectful and professional interactions with callers, clients, and colleagues.
- Contributed to a harmonious and productive work environment through collaboration.
- Delivered comprehensive responses by analyzing and assessing diverse citizen requests.
- Facilitated effective communication between citizens and relevant government services.
Education
Basic Excel Level I & II - Diploma
Okanagan College (Penticton Campus)
Penticton, BC03.2025
Basic Intuit Accounting and Bookkeeping -
Okanagan College (Continuing Education Campus)
BC01.2025
Indigenous Studies - Canada - Faculty of Indigenous Studies
University of Alberta - Coursera Online Studies
11.2020
Basic Accounting and Bookkeeping Level I & II - Diploma
Okanagan University College (Penticton Campus)
Penticton, BC05.2019
Skills
- Word Processing
- Typing
- Tele Communication Skills
- Basic Accounting
- Accounts Payable
- Accounts Receivable
- Filing
- Data Archiving
- Computer Operating Systems
- LIFEMARK LPS SYSTEMS
- SHAREPOINT
- TEAMS
- CISCO
- SALES FORCE
- HCIM
- Government of Canada- RAC
- CIS
- WinDSS
- MSDOS
- Office 365
- Office Equipment Operation
- Problem Solving
- Time Management
Timeline
Scheduling Clerk - Casual
Interior Health
02.2025 - Current
Customer Care Coordinator
Lifemark Physiotherapy
07.2023 - 02.2025
Customer Service Representative / Seasonal Office Lead
H&R Block
01.2023 - 05.2023
Creator/Owner
Winter Bird Creations
11.2021 - Current
Customer Service Representative - Auxiliary Remote Work
Maximus Canada
07.2021 - 08.2022
Basic Excel Level I & II - Diploma
Okanagan College (Penticton Campus)
Basic Intuit Accounting and Bookkeeping -
Okanagan College (Continuing Education Campus)
Indigenous Studies - Canada - Faculty of Indigenous Studies
University of Alberta - Coursera Online Studies
Basic Accounting and Bookkeeping Level I & II - Diploma
Okanagan University College (Penticton Campus)
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