Ivy Rodriguez
Comox,BC
Summary
Experienced professional with over three years in customer service in retail banking and administration sectors. Skilled in providing exceptional service, resolving issues, and ensuring customer satisfaction through effective communication and problem-solving. Adept at multitasking in fast-paced environments and committed to exceeding customer expectations. Equipped with the necessary skills to excel in customer-focused roles within any organization.
Overview
3
3
years of professional experience
Work History
Administrative Assistant
Ashcroft & Associates - Accounting Firm
02.2024 - 02.2025
- Client Interaction
- Perform office administrative duties
- Schedule bookkeeper’s appointments
- Sort and prepare mail using postage machine
- Print, compile and contact clients to sign personal & corporate tax returns
- Scan and file personal, sole proprietors and corporate accounts
- Check and respond to email and voicemails
- Communicate with Office Manager regarding clients and other office duties
- Send reminders for payment and return to client documents
- Process payments in office via POS machine, over the phone and apply refunds
- Send email to clients, lawyers and respective businesses
- Access clients Canada Revenue account for messages and review letters
- Work with Timeslips, Outlook, Profile, Docusign, OneNote, ScanSnap and Excel
- Full-time
Customer Experience Associate
TD Canada Trust – Retail Banking
08.2022 - 07.2023
- Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations, and TD's Code of Conduct and Ethics
- Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters
- Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
- Connect personally with customers to advise them appropriately and clearly on banking solutions and processes
- Help build a positive, diverse, and equitable work environment by promoting team effectiveness as well as participating in personal performance development
- Assist the team by respecting coworkers, staying dedicated, and keeping everyone up to date on the status of routine activities
- Part-time
Education
Bachelor’s - Business Administration
University of Belize
Belmopan, Belize C.A.06.2012
Skills
- Customer service
- Data entry
- Computer skills
- Office administration
- Administrative support
- Microsoft Word
- Time management
- Customer and client relations
- Customer relations
- Clerical support
- Strong problem solver
- Invoice processing
- Mail handling
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Administrative Assistant
Ashcroft & Associates - Accounting Firm
02.2024 - 02.2025
Customer Experience Associate
TD Canada Trust – Retail Banking
08.2022 - 07.2023
Bachelor’s - Business Administration
University of Belize
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