Neha Charan

Reporting to-Director Operations, Planning & Analysis

Software proficiency: Microsoft Dynamics 365, Ceteris, FM Live, Microsoft Word, Excel, Traka

• Supplier & Invoice Management: Receiving, Confirming, Reviewing and Processing invoices including creating and closing PR and PO.
• Vendor Statement Reconciliation
• Repairs and Maintenance Co-ordination: Monitoring service call inbox, placing service calls with vendors, co-ordinating and providing ETA to department, following up with technicians on arrival and work done, sharing after notes with department, reviewing and ensuring issue is resolved before closing the ticket.
• Fleet Admin Management: Including invoice management, equipment management, managing and closing WO and PO.
• Preventive Maintenance Co-ordination: Managing advantage program with vendors, processing and implementing it to ensure service calls are reduced in frequency and cost.
• Bank Statement Reconciliation: Reconciling department bank statement along with managing supported documents and accounts to be charged on a monthly basis.
• Maintaining F&B equipment list for all locations.
• Fuel Management: Adding fuel deliveries and price updates in the system. Preparing weekly, monthly and annual reports. Drafting 3rd party fuel billing and access report.
• F&B Traka key Management: Managing Traka keys for all locations including user management, access level.
• SOP's: Drafting SOP's as and when needed.
• Special Projects as assigned.

Reporting to- Director F&B

Software proficiency: Microsoft Dynamics 365, Word, Excel, Kronos, Volante.

• Sales Reconciliation: Daily F&B sales reconciliation and generating closing reports.
• Gift Shop Reconciliation: Daily gift shop reconciliation and generating closing reports.
• Employee Grats: Entering and processing weekly grats for employees as part of payroll management.
• Cash Payroll Management: Managed cash payment of staff on special events. Maintain and record cash payment distribution in accordance to the unions and send it to accounting period end.
• Reports: Generating weekly, monthly and period end reports ahead for the department.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Inventory Management: Printing, filing inventory sheets and entering data, generating closing reports and sending them ahead.
• Employee Management: Maintaining employee files and process E-101's for new hires and employee updates.
• Provided materials preparation, notes and minute taking for meetings.
• Supported a positive work culture that prioritized teamwork, professionalism, continuous learning opportunities.
• Resolved personnel issues quickly by mediating conflicts and fostering open communication among team members.
• Evaluated current office procedures, identifying areas for improvement, and implemented necessary changes to optimize workflow efficiency.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Upheld strict confidentiality standards when handling sensitive information or documentation regarding medical notes, retirement etc.
• Oversaw the onboarding process for new employees, ensuring proper training was provided for seamless integration into the team.
• Experienced in working in an unionized atmosphere L75 and Unifor 252 in alignment with Soben, Sunlife.

Reporting to: Broker of Record

Software Proficiency: Microsoft word, Excel, Lonewolf, Constant Contact, CRM, ADP.

• Training: Trained over 100+ agents on online media marketing, website management, and lead generation.
• Staff Management: Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic. Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
• Payroll Management: Managed payroll of the staff.
• Calender Management: Managed calender for the broker of record, and managed 5 emails on the daily basis for the company.
• Creating website for new projects and managing its marketing campaigns to generate leads.
• Social Media Management: Managing company's social media pages on a daily basis.
• Realtors Hiring Management: Managing and processing the hiring of new realtors including RECO and TREB process.
• Supervising Deals Department: Overseeing the deals department including closing deals, processing and releasing of cheques.
• Accounts Payable: Managing, and processing the expenses of the brokerage and it's day to day operations.
• 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.
• Updated reports, managed accounts, and generated reports for company database.
• Created, maintained and updated filing systems for paper and electronic documents.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
• Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.

Reporting to: Broker

Software Proficiency: Microsoft Word, Excel, Constant Contact,

• Optimized time management for broker by handling routine tasks such as scheduling appointments and managing calendars.
• Broker Email Management.
• Social Media Management: Managing social media platforms for the broker on a daily basis including promotional campaigns.
• Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
• Facilitated seamless transition of accounts during broker changes by effectively coordinating with both internal teams and clients.
• Contributed to increased client retention by consistently providing exceptional customer service and support.
• Coordinated marketing efforts for brokerage services including creating promotional materials and organizing events.
• Assisted in the preparation of presentations for potential investors, showcasing the value of brokerage services offered.
• Provided administrative support during the negotiation process, contributing to successful transactions and satisfied clients.
• Safeguarded confidential client information by implementing strict record-keeping practices that adhered to regulatory requirements.
• Supported brokers in closing deals, ensuring all necessary paperwork was completed accurately and timely.
• Developed strong relationships with clients through regular follow-ups and status updates on their investments.
• Organized meetings and conference calls between brokers, clients, and other parties involved in transactions.
• Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.

• Handled incoming phone calls and answered questions from callers.
• Interacted with customers by phone, email, or in-person to provide information.
• Established and maintained standard office procedures to achieve demanding targets.
• Maintained confidentiality of sensitive information with strict adherence to company policies and procedures regarding data protection.
• Scheduled appointments and managed calendars for sales team.
• Maintained filing system and organized customer documents for easy retrieval of information.
• Monitored office supplies and made arrangements for restocking of low-stock items.
• Input data into spreadsheets and databases.
• Social Media Management: Create and manage promotions and social media campaigns.

• Enhanced executive productivity by efficiently managing schedules and appointments.
• Handled confidential information with discretion, maintaining trust among high-profile clientele.
• Drafted professional correspondence on behalf of the executive, ensuring accurate representation of their viewpoints.
• Managed travel arrangements, resulting in cost savings and well-organized itineraries.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Served as liaison between MD and staff.

• Participated in pre-event planning meetings, providing input on event themes and strategies for success.
• Managed event set-up and tear-down, ensuring timely completion of tasks for seamless transitions.
• Provided exceptional customer service to attendees, responding to inquiries or resolving issues professionally.
• Improved communication between team members with clear instructions, resulting in more efficient task execution during events.
• Ensured smooth operations during events by managing schedules and delegating tasks to volunteers or support staff effectively.

• Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
• Developed strong rapport with clients through consistent follow-up and attention to detail.
• Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
• Collaborated with internal teams to resolve client issues quickly and efficiently.