Megan Wszol
Blenheim
Summary
Detail-oriented administrative professional with extensive experience in financial services, office operations, scheduling, and client support. Known for accuracy, strong organizational skills, and the ability to manage high-volume tasks while maintaining professionalism. Seeking a full-time role that leverages existing expertise and supports continued growth.
Overview
14
14
years of professional experience
Work History
Back Office Administrator
MBI Financial Inc.
11.2021 - Current
- Proactively gather and clarify client information and statements
- Conduct investment analysis to ensure adherence to instructions
- Manage and respond to internal and external inquiries
- Track commissions from multiple external sources
- Oversee accounts and finance activities, including preparing financial reports and monitoring receivables
- Open, sort, and distribute incoming documents, cheques, and correspondence
- Perform detailed searches, create new client profiles, and update existing files across multiple CRM systems
- Provide training and support to employees on internal software applications
- Manage investment maturity cheques, including tracking, follow-up, receiving, and distribution
- Sort, scan, and match insurance policy documents to existing policyholders and archived files
- Match supporting documents to existing investments
- Work accurately with both digital and hard-copy documentation
- Process instructions to prepare notes and template correspondence
- Utilize Microsoft Office, Excel, and Outlook daily
- Operate office equipment including photocopiers, scanners, and printers
- Apply mathematical skills to financial and administrative tasks
- Maintain strong interpersonal communication
Executive Administrative Assistant
Blenheim Chrysler Ltd.
10.2016 - 08.2021
- Answered and routed incoming calls
- Managed accounts receivable, accounts payable, and bank deposits
- Balanced point-of-sale transactions
- Oversaw inventory management
- Filed invoices, payables, ownerships, inventory files, and archived documents
- Performed photocopying, scanning, and faxing
- Managed email correspondence via Microsoft Outlook
- Processed bank credit applications and funding
- Prepared loan documentation
- Collected and managed client data
- Distributed corporate communications
- Managed employee time cards
- Scheduled staff assignments, meetings, and training sessions
- Maintained reception and showroom cleanliness
- Greeted clients and handled general inquiries
- Managed corporate headquarters incentive programs
- Completed Service Ontario licence and plate registrations
- Handled inbound and outbound mail distribution
Operations Manager / Assistant Manager
Moores Clothing for Men & Formal Wear
12.2011 - 10.2016
- Built and maintained strong customer relationships
- Managed inventory, shipping, and receiving
- Scheduled staff and coordinated customer appointments
- Managed employee time cards
- Oversaw cash management, bank deposits, and register operations
- Maintained store cleanliness and presentation
- Handled inbound and outbound mail distribution
- Managed store supply inventory
Education
Esthetician Diploma -
St. Clair College
08.2011
High School Diploma - undefined
Montcalm Secondary School
06.2003
Skills
- Scheduling and planning
- Data entry proficiency
- Human resources support
- Policy enforcement
Timeline
Back Office Administrator
MBI Financial Inc.
11.2021 - Current
Executive Administrative Assistant
Blenheim Chrysler Ltd.
10.2016 - 08.2021
Operations Manager / Assistant Manager
Moores Clothing for Men & Formal Wear
12.2011 - 10.2016
High School Diploma - undefined
Montcalm Secondary School
Esthetician Diploma -
St. Clair College