Roxane Avery

Business Administration: Payroll: Invoicing: Other Tasks Required:

The Business Administrator role is broad and multifaceted. The Administrator is the main point of contact for all clients with regards to questions and concerns. As such, the position demands strong communication and organizational skills as well as the ability to work without direct supervision. The Administrator will forward all requests, feedback, questions and concerns to the responsible parties with in PPC and ensure that all communication is relayed and followed up on in a timely manner. The Administrator will ensure all bookkeeping, invoicing, payroll and government filing is completed on time. A breakdown of common tasks is listed below, however, the responsibilities of the Business Administrator are not limited to this list.

· Bank account reconciliation

· GST reporting

· Data entry;

o Credit card charges for clients

o Reimbursable expense tracking

o Payments for invoices (Cheques)

· Introduction letter to new clients

· Act as funnel for all incoming communication from clients

· Addressing all client requests and concerns

· Setting up staff with health benefits

· Tracking complaints

· Enter all employee/subcontractor pay

· Issuing and creating ROE’s

· Processing garnishments as required by CRA

· Addressing inquiries from supervisory and other staff regarding payroll

· Process payroll every 2 weeks ensuring accuracy

· Preparing all T4’s and T4A’s ensuring accuracy and that forms are sent out ahead of schedule for staff benefit

· Calculate Sales Commission payable to Sales team

· Track service changes for each client and input into Invoicing software

· Ensure all invoices are accurate and submitted to each client periodically and on time

· Oversee Business Administration Assistant, ensure accuracy and timely delivery

· Assist in guiding operations team for effective and efficient communication

· Draft emails to clients

• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.