Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Estate Administration:
- Complete processing of members estates.
- Dealing with power of attorney and probate.
- Calculating date of death values.
Registered Product Administration:
- In charge of all registered products within the credit union including TFSA, RRSP, LIRA, and RRIF.
- Year end balancing of all tax slips.
- Contract Balancing.
- Balancing of withholding taxes charged to registered accounts.
- Reports of all registered transactions within the company.
- Dealing with over draft accounts and frozen accounts.
Branch Support:
- Assisting with questions.
- Using Microsoft excel, teams, and salesforce.
Office Administrative
- Payroll of the store
-Scheduling of hours for staff
-In charge of cashiers and front end of store
-Accounts payable and credit control of customer's
accounts
Gym
Playing softball
Volunteering with seniors