ANNE DI TOMASO
Kingston,Canada
Summary
Experienced Financial Assistant with a strong focus on attention to detail and accuracy. Utilizes critical thinking to develop effective strategies for meeting deadlines. Seeking to advance my career with Queen's University, leveraging my education, knowledge, and skills to drive business growth.
Overview
37
37
years of professional experience
Work History
Financial Assistant Smith Engineering
Queen's University
12.2024 - Current
- Process purchase orders, cheque requisitions and expense reimbursements ensuring prompt payment of invoices while avoiding duplicate payments or late fees.
- Reconcile various accounts and statements (operating accounts, procurement cards, etc) and resolved variances.
- Review transactions for accuracy, completeness while adhering to policies.
- Supported clients' needs by providing timely responses to inquiries regarding account status or transactions processed.
- Collect and analyze information and produce reports to assist in budget planning
Distribution Services Coordinator
Empire Life Insurance Company of Canada
10.2020 - 05.2024
- Entered and maintained data into multiple administrative systems.
- Acted as a key point of contact with distribution partners.
- Assisted partners with their inquiries and provided resolution as necessary.
- Applied critical thinking to meet established service levels, ensuring compliance with regulatory standards, using French language when necessary.
- Investigated and analyzed simple to complex cases finding resolution with minimal escalation.
- Provided supportive information to governmental and private entities to assist with case resolution.
- Ensured that contracting and compensation records are up to date.
- Reviewed and analyzed data to ensure accuracy and resolve discrepancies.
- Monthly balance of advisors’ group benefit account.
- Weekly balance of advisors’ compensation account ensuring timely payment.
- Provided weekly reports to distribution partners
- Followed strict protocols to transfer policies or block of business account
- Contract
Distribution Services Compensation Specialist
Empire Life Insurance Company of Canada
10.1999 - 06.2019
- Entered and maintained data into multiple administrative systems.
- Acted as a key point of contact with distribution partners.
- Trained new staff members to perform compensation duties.
- Assisted partners with their inquiries and provided resolution as necessary.
- Applied critical thinking to meet established service levels, ensuring compliance with regulatory standards, using French language when necessary.
- Investigated and analyzed simple to complex cases finding resolution with minimal escalation.
- Provided supportive information to governmental and private entities to assist with case resolution.
- Ensured that contracting and compensation records are up to date.
- Reviewed and analyzed data to ensure accuracy and resolve discrepancies.
- Monthly balance of advisors’ group benefit account.
- Weekly balance of advisors’ compensation account ensuring timely payment.
- Provided weekly reports to distribution partners
- Followed strict protocols to transfer policies or block of business account
Administrative Clerk
Sun Life Insurance Company
10.1996 - 09.1998
- Proofread and ensured application forms were completed and accurate
- Prepared all applications to be processed at head office
- Prepared all correspondence and handled communication for the advisors
Office Supervisor
Sun Life Insurance Company
07.1994 - 09.1996
- Performed supervisor’s duties and responsibilities for four staff members
- Reviewed and maintained agent files ensuring accuracy and process of documentation
- Responsible for office operation, purchasing and accounts payables
Administrative Clerk
Sun Life Insurance Company
01.1988 - 06.1994
- Performed secretarial duties to unit managers
- Proofread and ensured application forms were completed and accurate
- Prepared all applications to be processed at head office
- Prepared all correspondence and handled all communication for the unit managers
Education
High School Diploma -
Rosemere High School
Rosemere, QuebecFLMI Level 1 Certificate - Insurance Fundamentals
LOMA Life Office Management Association
Montreal, QC and Kingston, ONAssociate - Customer Service - ACS Designation
LOMA Life Office Management Association
Montreal, QC and Kingston, ONSkills
- Bilingual
- Accurate Keyboarding
- Customer Service excellence
- Numeracy expert
- Monitoring of invoices/payments/balances
- Achieved staff training goals
- Management of Data
- Analytical and strategical skills
Languages
English
Native or Bilingual
French
Full Professional
Timeline
Financial Assistant Smith Engineering
Queen's University
12.2024 - Current
Distribution Services Coordinator
Empire Life Insurance Company of Canada
10.2020 - 05.2024
Distribution Services Compensation Specialist
Empire Life Insurance Company of Canada
10.1999 - 06.2019
Administrative Clerk
Sun Life Insurance Company
10.1996 - 09.1998
Office Supervisor
Sun Life Insurance Company
07.1994 - 09.1996
Administrative Clerk
Sun Life Insurance Company
01.1988 - 06.1994
FLMI Level 1 Certificate - Insurance Fundamentals
LOMA Life Office Management Association
Associate - Customer Service - ACS Designation
LOMA Life Office Management Association
High School Diploma -
Rosemere High School
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