Work Type
Full TimePart TimeContract WorkLocation Preference
RemoteHybridLocation: Delta, BC, CA
Open to relocation: No
Verified
This profile is verified using an email address.
Corry Clancy
Delta,BC
Work Preference
Summary
Organized and adaptable professional with a solid foundation in administrative support and multitasking. Demonstrates strong document organization and customer service skills. Ready to contribute to operational efficiency and enhance client satisfaction.
Education
Child And Youth Care Diploma - Family and Community Services
Douglas College
New Westminster, BC06-2026
Administrative Assistant Diploma - Business Administration
Universal Learning Institute
Richmond, BC04-2011
Financial Services Accreditation Diploma - Banking And Finance
Institute For Learning BMO
Toronto, ON01-2005
Skills
- Financial data processing
- Microsoft Excel
- Financial documentation management
- Client account management
- Client management
- Project coordination
- Time management
- Analytical skills
- Problem-solving
- Critical thinking
- Multitasking
- Interpersonal communication
- Active listening techniques
- Conflict resolution
- Team collaboration techniques
- Relationship building
Timeline
Premium Payable Specialist
HUB International
11.2018 - 06.2019
Administrative Assistant
BBM Canada
04.2011 - 05.2013
Financial Services Manager
BMO Bank of Montreal
06.2001 - 10.2009
Child And Youth Care Diploma - Family and Community Services
Douglas College
Administrative Assistant Diploma - Business Administration
Universal Learning Institute
Financial Services Accreditation Diploma - Banking And Finance
Institute For Learning BMO
Work History
Premium Payable Specialist
HUB International
Chilliwack, British Columbia
11.2018 - 06.2019
- Processed invoices and expense reports, ensuring accuracy in financial records and timely payments.
- Collaborated with team members to reconcile discrepancies in accounts payable and receivable, enhancing overall accuracy.
- Communicated with vendors to resolve billing issues and clarify payment terms.
- Supported month-end closing by organizing documentation and entries, facilitating efficient financial reporting.
Administrative Assistant
BBM Canada
Richmond, British Columbia
04.2011 - 05.2013
- Entered data into spreadsheets using Microsoft Excel, ensuring accuracy and efficiency.
- Organized and maintained filing systems for physical and electronic documents, ensuring confidentiality and easy retrieval.
- Managed confidential documents according to security protocols. in accordance with established protocols for security.
- Composed letters, memos, reports, emails, and presentations per management requests.
- Managed database systems containing customer contact information to support operational needs.
- Coordinated mailings by sorting and preparing packages for shipping via courier or postal service, facilitating timely delivery.
Financial Services Manager
BMO Bank of Montreal
Vancouver, British Columbia
06.2001 - 10.2009
- Crafted personalized financial plans aligned with client needs and objectives.
- Nurtured strong client relationships, enhancing customer loyalty and retention.
- Employed sales techniques to cross-sell products, contributing to increased bank revenue.
- Processed loan applications, ensuring accurate assessment of eligibility for credit products.
- Collaborated with team members to enhance branch service efficiency.
- Trained junior bankers on operational procedures and customer service best practices.
Overview
18
18
years of professional experience