Courtney Shurgold
Collingwood,ON
Summary
Dedicated and meticulous employee with over 18 years of customer service experience. Knowledge ranging from office, data and contract management, dispatching, accounts receivable, invoicing, reconciliation and vendor negotiations. Take-charge professional who excels at prioritizing, completing multiple tasks simultaneously to achieve project goals and utilize unique skillset to streamline operations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Legal Receptionist
Christie/Cummings
Collingwood, ON
03.2022 - 06.2024
- Handled confidential information with discretion and professionalism at all times.
- Pleasantly welcomed visitors and provided general administrative support such as answering phones, sending and receiving emails and faxes, scanning, photocopying, drafting accounts, preparing Court material and filing physical and electronic documents.
- Sorted and distributed incoming letters, parcels and deliveries as well as prepared mail and packages for pick-up, delivery and courier.
- Responded to inquiries from current and potential clients regarding services provided by the firm.
- Vetted potential clients and initiated intake procedures by running conflict searches, using the Law Society of Ontario guidelines to verify identity and send a detailed email with intake material and breakdown of the lawyers' rates, the process and what information was need to proceed.
- Prepared boardrooms for virtual or in person meetings and provided guests with beverages, if desired.
Executive Assistant / Labourer
Backwood Design Co.
Stayner, ON
11.2020 - 09.2022
- Ensure each piece meets standards at each phase of production.
- Provide final product with unique product code, identification tag and upload to website with measurements and accompanying photo.
- Follow safety protocols when handling oils, wood chemicals and sanding equipment.
- Package and ship custom, stock or wholesaler orders through various shipping vendors while following requirements for large, small and fragile items.
Dispatch Administrator
Clarksburg Contractors Ltd.
Heathcote, ON
12.2014 - 11.2021
- Schedule based on technician availability, license, skill level and nature of work while accommodating emergency calls, priority customers and specialized requests.
- Mentor new employees on policies and procedures and delivered constructive feedback to increase productivity and understanding of job duties.
- Liaison with various municipalities, townships and subcontractors to obtain locates, permits and rental equipment while coordinating necessary inspections and property access.
- Manage over 45 commercial and residential maintenance contracts.
- Manage client correspondence, customer accounts and record tracking in case management software.
- Review contract jobs to ensure all quoted work complete, add newly installed equipment information to customer's account and post material used from stock.
- Submit install details to manufactures for warranty purposes and manufacture rebates on customer's behalf.
Accounts Receivable Assistant
Clarksburg Contractors Ltd.
- Reduce financial discrepancies in high-volume environments by working closely with department personnel to produce accurate and timely invoices.
- Complete day-to-day financial transactions including cash, cheque and credit card payments.
Accounts Payable Assistant
Clarksburg Contractors Ltd.
- Assist senior leadership by verifying and posting accounts payable data to accurately communicate payment needs to customers.
- Review purchase documents and company receipts for reconciliation with statements.
Parts Department Assistant
Clarksburg Contractors Ltd.
- Collaborate closely with service technicians and suppliers to source necessary material in a cost effective and timely manner.
- Use dollies or pallet jacks to relocate parts and deliveries while practicing safety protocols to avoid injury or product damage.
Skills
- Administrative/clerical duties
- Business operations, scheduling & calendar management
- Data entry, product registration & SOMETHING
- Team building/team management
- Project organization, coordination & time management
- General accounting
- Shipping & receiving
- PC, IOS, Microsoft Office, Jonas, PC Law, Unity, Soluno & Sharepoint proficient
Certification
- First Aid, CPR/AED-C
- WHMIS 2015 Refresher
- Workplace Violence & Harassment Training for Employees (Ontario - Bills 168 and 132)
- Slips, Trips & Falls Awareness Training
- Safe Lifting Training
- Confined Space Awareness Training
- AODA Customer Service Training
- Understanding Human Rights Training
- Occupational Health & Safety Awareness Training for Workers & Supervisors in Ontario
- Keep It Professional - Telephone, Email and Social Etiquette Training
- Cannabis in the Workplace - Training for Leaders
- IT Risk & Cyber Security Training for Employees
References
References available upon request.
Timeline
Legal Receptionist
Christie/Cummings
03.2022 - 06.2024
Executive Assistant / Labourer
Backwood Design Co.
11.2020 - 09.2022
Dispatch Administrator
Clarksburg Contractors Ltd.
12.2014 - 11.2021
Accounts Receivable Assistant
Clarksburg Contractors Ltd.
Accounts Payable Assistant
Clarksburg Contractors Ltd.
Parts Department Assistant
Clarksburg Contractors Ltd.
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