Administrative professional with extensive experience in all aspects of office administration in a variety of office settings. Proven ability to enhance operational efficiency through effective document management, data entry, and scheduling. Strong communication, time management, and problem-solving skills contribute to team success and streamlined operations. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
19
19
years of professional experience
Work History
Financial Administrator - Community Outreach Coordinator
Stettler FCSS
Stettler, Canada
01.2017 - 12.2024
Financial administration of the office's three separate sets of QuickBooks accounts, two societies, and six related bank accounts.
Researched new trends in accounting processes and best practices in order to improve existing methods within the organization.
Perform all duties in relation to all Accounts Payable and Receivable, monthly and hourly payroll, bank reconciliation, and budget reports monthly.
Responsible for working in coordination with the Director to complete all CRA and GST remittances, Society and Charity returns, and review all bank reconciliations and budget reports monthly, as well as assisting with budgeting and tracking involving grant applications.
Responsible for the employee benefit plan, including the addition and deletion of employees as needed, changes in benefits, and the breakdown of monthly benefit expense statements for the various organizations covered under our office plan.
Set up and implement Excel spreadsheets to enable consistent and precise grant tracking and reporting, as well as various target accounts, as requested by the Director or Board.
Provide information and referrals to all clients and aid with the completion and online applications for a wide variety of government programs clients require
Responsible for keeping up with current changes in all senior and human services government programs, and attending training workshops as needed.
Provide outreach to the community to liaise with all organizations and programs to ensure that the client is being directed to the proper program.
Willing and able to step in and take on added responsibility, helping fellow staff and clients with whatever they may require in the event of increased workload in all the various office programs.
Participating in many community engagement events throughout the year, collaborating with other agencies to provide our community with information and support.
Developed invoicing systems and internal controls to boost billing efficiencies.
Receptionist/Front End Community Contact
Safe Harbour Society
Red Deer, Canada
07.2014 - 10.2016
Greeted and assisted clients upon arrival at Safe Harbour Society.
Managed incoming calls and routed inquiries to appropriate staff members.
Maintained organized client records and ensured confidentiality of information.
Directing clients to detox, housing, and day programs.
Participating in all events, including minute-taking at board meetings, client events, staff meetings, and all open house events.
Scheduled appointments and coordinated meetings for staff and clients.
Provided information about services and resources to clients seeking assistance.
Collaborated with team members to improve front desk processes and efficiency.
Administrative Assistant 3
Central Alberta Child and Youth Services Authority
Stettler, Canada
01.2012 - 12.2013
Overall office administration, including telephone and office reception, filing, agendas, and minutes for staff meetings, and basic upkeep of supplies and equipment.
Responsible for data entry of legal documents and court orders into the various programs.
Preparation and input of payments for all office, client, and foster care expenses.
Site contact for the OH&S program, responsible for all aspects of the OHS program.
Responsible for the maintenance, monthly logs, and reporting for the office vehicles.
The site contact is responsible for booking and preparing for all videoconferences in the office as required.
Accounting Technician
Leschert & Associates Accounting Office
01.2011 - 12.2012
Responsible for data entry on a variety of different files including personal, farm and business
Preparation of financial statements for client year ends
Secretary/Receptionist/Administration Assistant
Stettler and District Family & Community Support Services
Stettler, Canada
01.2006 - 12.2011
Responsible for the overall front od office administration, including reception and front-end duties, board meeting agendas and minutes, general office correspondence by mail, fax, and e-mail, inventory control of all office supplies, petty cash, and equipment.
Provided client services with EI claims, seniors' forms, as well as a wide variety of provincial and federal government forms.
Performed administrative duties required for the organization of meetings and conferences, including hotel reservations, meals, as well as data entry of pertinent statistics for all events.
Well-informed with all programs, and able to provide client referrals to the proper programs.
Coordinating and organizing boardrooms for various projects and programs, responsible for researching and posting job board listings, job bank listings, as well as assisting clients with job search information and research techniques, including resume and cover letter writing.
Preparing files and data entry of client information into the Provincial Mobius program, as required.
Education
Accounting & Business Math - Accounting and Finance
Athabasca University
Alberta
01-1999
Skills
Proficient in multi-line telephone
Attention to detail
Professional and polished presentation
Strong customer and client relations
Excellent troubleshooting skills
Well developed time management experience
QuickBooks and Microsoft 365
Payroll administration and accounting
Accounts payable and receivable
GST and charity returns
Bank account management
Spreadsheet setup and Excel proficiency
Grant budgeting and tracking
Employee benefits administration
Expense tracking
Financial software proficiency
Discrepancy investigations
Accounts receivable management
Cash flow management
Grant tracking
Community Service
Stettler and District Handibus Board, 28 years
Stettler Christmas Hamper Society Board, 7 years
Stettler Town and County Museum Board, 2 years as Secretary-Treasurer
Education And Professional Development
FOIP Training
Alberta Seniors Service Provider Training
Clean Class 5 Alberta Driver's license
QuickBooks 2023, Ag Expert, New Views and Sage
Mental Health First Aid, Compassion Fatigue & Resilience, ASIST Suicide training
Financial Literacy Trainer
Rentsmart Program Trainer
Accounting & Business Math - Athabasca University
References
Shelly Potter, Executive Director, Stettler Family & Community Support Services, work, 403-742-2337, alternate, 403-741-5258