Lois Murphy
Barrie
Summary
Strong organizational and communication skills. Excellent client service. Assisted Financial & Insurance Advisors with their day to day business & processing. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
30
30
years of professional experience
Work History
Marketing Associate
Lilley Financial Group
01.2017 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Created, maintained and updated filing systems for paper and electronic documents.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Marketing Assistant
Freedom55Financial
02.2010 - 12.2016
- Input new data, updated old records and cross-checked information to keep marketing database up-to-date.
- Updated spreadsheets with statistical, financial and non-financial information.
- Generated leads through phone calls, emails and face-to-face interactions.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
Data Processor
Mackenzie Investments
09.1994 - 01.2010
- Ensured timely completion of projects by prioritizing tasks and efficiently managing time.
- Maintained high level of data security by adhering to company policies, protocols, and confidentiality requirements.
- Adhered to strict deadlines for completing assigned tasks while maintaining a high degree of accuracy in all work performed.
- Utilized established methods for data processing and analysis for consistency and accuracy.
Education
Bachelor of Arts - English
University Of Toronto
06.1992
Skills
- Time Management
- Database Maintenance
- Product marketing
- Sales expertise
- Business Administration
- Client collaboration
- Scheduling
- Client Relationship Management
Languages
English
Native or Bilingual
Timeline
Marketing Associate
Lilley Financial Group
01.2017 - Current
Marketing Assistant
Freedom55Financial
02.2010 - 12.2016
Data Processor
Mackenzie Investments
09.1994 - 01.2010
Bachelor of Arts - English
University Of Toronto
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