Anne Archibald

-Answer phones call and direct to staff as required

-Assist with callers if staff unavailable

-Open and distribute mail and courier

-Status Certificate -full fill orders as requested

- Scan, type and email meeting minutes

-Admin for condo corporation

-Data entry-new owners’ information, PAP information

-Remove owners after sales of units and keep track of sales of units

-Photocopier and postage machine

-Order and maintain office supplies

-Prep audit packages

-Track incoming cheques

• Coordinated sales activities to optimize team performance and enhance customer engagement.
• Developed and maintained sales reports using CRM software to track progress and identify trends.
• Streamlined communication between sales team and clients, ensuring timely follow-ups and resolution of inquiries.
• Assisted in preparing sales presentations, utilizing marketing materials to support product promotions effectively.

• Processed and recorded daily accounts receivable transactions accurately.
• Reconciled customer accounts to ensure timely payments and resolve discrepancies.
• Monitored aging reports to identify overdue accounts and implement collection strategies.
• Collaborated with team to address tenants inquiries and improve satisfaction.
• Developed streamlined procedures for processing payments, enhancing operational efficiency.
• Submitted cash and check deposits and generated cash receipts to record money received.
• Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
• Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
• Assisted in annual audit preparation, ensuring accurate representation of accounts receivable records and compliance with accounting standards.
• Streamlined credit approval process by conducting thorough analyses of new client applications, reducing financial risk exposure.
• Increased efficiency of collections efforts through development of targeted strategies for contacting delinquent accounts.
• Expedited revenue collection by consistently meeting deadlines for generating accurate monthly statements and timely invoice submissions.
• Utilized Microsoft Excel, and Yardi software to manage invoices and payments.
• Negotiated payment arrangements with customers to establish timely receipt of payments.