Donna Havener
Grimshaw,Canada
Overview
17
17
years of professional experience
Work History
Tax Clerk/Accounts Payable Clerk
Town of Grimshaw
Grimshaw, AB
11.2024 - Current
- Processed tax notices ensuring compliance with local regulations and deadlines
- Processed assessments for tax payers.
- Maintained detailed records of tax payments and assessments for audit readiness.
- Reviewed taxpayer inquiries, providing clarity on tax obligations and procedures
- Did land titles for new owners, liens, discharges, auctions.
- Processed preauth tax payments two times a month.
- Monthly and year end procedures
- Add new vendors for Accounts payables
- Process payables weekly
- Month end and yearly balancing
Insurance Administrative Assistant
Buchholtz Financial Services & I.D. Insurance Brokers Inc.
Peace River, Alberta
06.2017 - 11.2024
- Answer phones and direct calls, bank deposits, get courier stuff ready, send and retrieve mail and distribute accordingly. Process Insurance renewals, write new home & auto polices. Process payments, all bookkeeping duties, payroll, reconcile credit cards, bank statements, order office supplies.
Branch Office Admin Assistant
ClearStream Energy Services
Peace River, Alberta
02.2017 - 06.2018
- Fill in for BOA for holiday relief, helped for 2017 Shutdown and currently helping with QC binders.
Real Estate Convayancer
Harcourt Law Group
Peace River, Alberta
03.2016 - 03.2017
- Open and close Real Estate files, answer phones and direct calls, invoicing, filing, Corporate Annual returns.
Branch Office Administrator
ClearStream Energy Services
Peace River, Alberta
11.2013 - 03.2016
- Data Entry & Payroll, Invoicing, Filing, Accounts Receivable, Employee set-ups & terminations, answer phones and direct calls.
Financial Service Representative
CIBC Branch with ATM
Peace River, Alberta
05.2009 - 11.2013
- Open & close bank accounts, answer phones, open & close safety deposit boxes, sell visa, prepare loans and mortgages, target calls, customer service for clients.
Education
High School - undefined
South Peace Secondary School
Dawson Creek, British Columbia06-1992
Skills
Strong communication skills
Organizational growth
Professionalism
Continuous learning attitude
Client confidentiality
Bookkeeping experience
Organization skills
Teamwork
Customer service
Problem-solving
Attention to detail
Multitasking
Reliability
Bill payment and recordkeeping
Adaptability and flexibility
Accounts payable
Data entry
Payroll preparation and processing
Professionalism
Professional demeanor
Tax preparation
Languages
English
Full Professional
Timeline
Tax Clerk/Accounts Payable Clerk
Town of Grimshaw
11.2024 - Current
Insurance Administrative Assistant
Buchholtz Financial Services & I.D. Insurance Brokers Inc.
06.2017 - 11.2024
Branch Office Admin Assistant
ClearStream Energy Services
02.2017 - 06.2018
Real Estate Convayancer
Harcourt Law Group
03.2016 - 03.2017
Branch Office Administrator
ClearStream Energy Services
11.2013 - 03.2016
Financial Service Representative
CIBC Branch with ATM
05.2009 - 11.2013
High School - undefined
South Peace Secondary School