Jenna Robertson
Sales And Administration
Ottawa,ON
Summary
Experienced administrative professional with over 3 years of experience in the financial debt relief industry. Excellent reputation for resolving problems and improving client satisfaction.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Insolvency Administrator
Get Approved Canada
Ottawa, ON
02.2022 - Current
- Accept and process account payments.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Meet with clients to discuss assets, expenses and investment goals to devise personalized financial plans and recommendations in regards to their debt and overall financial status.
Client Advisor
4PILLARS CONSULTING
Ottawa, ON
03.2019 - 02.2021
- Analyzed the financial circumstances of clients facing personal or business insolvency and proposed strategies to achieve short- and long-term objectives.
- Streamlined the client onboarding process to increased the average client sales by 40% from an average of 24 to 40 monthly, which increased revenue by approximately $16,000 monthly.
- Provided exceptional client service and performed strategic outreach to enhance positive client reviews by more than 150% over an 18 month period.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
Compliance Officer
FINTRAC
Ottawa, ON
09.2017 - 12.2018
- Modernized and re-developed the sector’s Standard Operating Procedures (SOPs) to meet new legal requirements for compliance officers in the field.
- Responded to over 100 access to information (ATIP) requests, 10 being complex month long processes involving complex analysis and internal and external consultations.
- Performed comprehensive analysis of legal precedents for complex ATIP requests.
Education
Bachelor of Arts - Political Science
University of Ottawa
09.2015 - 05.2018
Skills
Written and verbal communication
undefinedAdditional Information
- Monteal, Quebec
Timeline
Insolvency Administrator
Get Approved Canada
02.2022 - Current
Client Advisor
4PILLARS CONSULTING
03.2019 - 02.2021
Compliance Officer
FINTRAC
09.2017 - 12.2018
Bachelor of Arts - Political Science
University of Ottawa
09.2015 - 05.2018
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