Personable Customer Service Representative with 20 years of experience prioritizing multiple tasks requiring prompt solutions. Talented problem-solver adept at managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat workplace environment.
Overview
20
20
years of professional experience
Work History
Customer Service Representative
ProResp - Community Respiratory Therapy
10.2019 - Current
Intake of new patients and maintenance of patient records in an electronic database (new record creation, scanning and data-entry)
Provide high quality customer service in a fast-paced environment with multiple priorities and competing deadlines
Liaise with clients, patients, and staff in the community regarding services, appointments and scheduling, products, information and be the first point of contact for incoming service requests
Process referrals, orders and triage incoming calls and information as appropriate
Resolve customer complaints and concerns according to established procedures
Process client purchases and complete necessary invoicing, control cash, cheques etc
In accordance with cash handling procedures
Maintain inventory of in-stock respiratory products and equipment, office supplies, daily receiving and participate in regular inventory counts
When required, troubleshoot equipment and product issues with clients
Other duties/tasks as assigned by the manager.
Office Administrator
Grant Thornton LLP
01.2015 - 09.2019
Worked with upper management to complete complex projects on tight budgets within specific timelines
Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors
Interacted with customers professionally by phone, email or in-person to provide information and direct to desired staff members
Check financial statements for corporations
Process year ends and make sure all correct documentation, letters, and invoices are with complete package
Process invoices for both personal and corporate tax returns
Process and assemble personal and corporate tax returns
E-file T3's, T4's, T5's, T183's for personal and corporate returns and e-filing 7004's and 8879's for US personal and corporate returns
Meet tight deadlines in a fast and accurate manner
Send information and documents to lawyers
Train and cross train new employees
Posting of invoices and daily deposits
Ordering all supplies for the office
Use of Microsoft Word, Excel, Doc-it, CaseWare programs and Tax Prep programs.
Office Administrator
Century 21 Erie Shores Realty Inc.
12.2003 - 12.2014
Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors
Create folders for offers and listings
Handle all of the sales representative's personal offers
Send information and documents to lawyers and other offices
Use Microsoft Word, Microsoft Excel and Quick Office Commander to create documents
Calculate and create trade record sheets for each sales representative
Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
Education
High School Diploma -
Leamington District Secondary School
Leamington, ON
06.2002
Skills
Inbound phone call handling
Accounts payable and receivable
Scheduling
Quick learner
Data entry
Typing 50-70 words per minute
Managing office supply inventory
Time management
Mail handling
Accounting familiarity
Professional phone etiquette
Positive and upbeat
References
Egidio Sovran CPA, CA, MBA, Grant Thornton LLP, Current WUC Commissioner, 519-259-3841
Scott Graham, Century 21 Erie Shores Realty Inc., Owner, 519-326-8661