Maureen Wilson
Walkerton,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Client Service Assistant
Tenth Street Wealth Management
05.2021 - Current
- Client in-take
- Preparation of financial documents for registered and non-registered accounts
- Schedule all meetings and take minutes
- Onboard all new clients
- Handle estate accounts
- Manage courier services, office supplies, and mail
- Data entry, accounts payable/receivables
- Seek potential clients and engage in continuing education.
Legal/Administrative Assistant, Front Reception
Leifso&Leifso Prof. Corp.
03.2018 - 05.2021
- Front face of company
- Prepare legal documents for Wills, Estates, Family law
- Attend client meetings and document signings
- Onboarding new clients
- General office duties including courier pickups, office supplies, banking, payables, receivables
- Maintain a clean office and oversee petty cash.
Legal/Administrative Assistant, Front Reception
Grove-McClement & Fischer LLP
12.2016 - 05.2018
- Front face of company
- Attend to all incoming communications in person, by phone, email, fax
- Work closely with Family law lawyer preparing all court documents
- Serve and file documents at court
- Accounting back-up.
Administrative Assistant / Reception
Mid-Ontario Paralegal Services
- 12.2016
- Greet clients and handle all incoming communications
- Onboard all new clients
- Prepare paperwork for court appearances
- Attend court sessions and meetings with the Prosecutor
- Communicate all resolutions to clients and do all invoicing
- Accounts receivables and payables
- Manage office supplies, finances, monthly reports, payroll.
Customer Service / Home Care Department
Brown's Guardian Drugstore
- 08.2011
- Operate front shop, cashier, stock, display, close and balance cash
- Create and manage a dedicated Gluten-Free Section
- Attend to Home Care section assisting clients with healthcare needs
- Organize informative evenings for customers in store
- Maintain store cleanliness.
Education
GED -
Bluewater School Board
Hanover, ON06.2024
Skills
- Documentation and Record Keeping
- Written correspondence
- File Management
- Meeting deadlines
- Follow-up skills
- Maintaining Client Records
- Customer Retention Strategies
- Client Needs Assessment
- Attention to Detail
- Relationship Building
- Team Collaboration
- Professional Demeanor
References
Available upon request
Languages
English
Native or Bilingual
Timeline
Client Service Assistant
Tenth Street Wealth Management
05.2021 - Current
Legal/Administrative Assistant, Front Reception
Leifso&Leifso Prof. Corp.
03.2018 - 05.2021
Legal/Administrative Assistant, Front Reception
Grove-McClement & Fischer LLP
12.2016 - 05.2018
Administrative Assistant / Reception
Mid-Ontario Paralegal Services
- 12.2016
Customer Service / Home Care Department
Brown's Guardian Drugstore
- 08.2011
GED -
Bluewater School Board
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