Office administration professional with several years of experience in overseeing wide variety of essential functions in the financial, medical and law industry. Analytical in optimizing productivity, efficiency and service quality across various offices within diverse environments. Highly organized with strengths in prioritizing tasks and managing deadlines.
Overview
3
3
years of professional experience
Work History
Intake Coordinator
Independent Medical Assessments (IMA)
Vancouver, BC
07.2018 - 10.2018
Maintained electronic records and referrals of client intake process ensuring all required documentation was collected and processed.
Scheduling appointments and initial assessments.
Utilized case management systems to track client cases from intake through to completion.
Escalated urgent requests and rush referrals in a high-pressure, and fast paced environment.
Developed strategies to assist clients in overcoming barriers that impede successful outcomes.
Created individualized assessment plans for each client based on their unique needs and goals.
Attended weekly conferences with staff regarding treatment planning and goal setting.
Collaborated with multidisciplinary team members to ensure quality care is provided to all clients.
Adhered to confidentiality guidelines when handling sensitive information about clients.
Monitored case progress and updated case files.
Gathered relevant medical and legal case details from plaintiff and defense lawyers regarding claims accordingly.
Acted as a witness for patient and health professional during a medical exams.
Coordinated doctor and client availability and made travel plans.
Affidavit Writer
Action Process Serving
Vancouver, BC
05.2018 - 08.2018
Proofread to check grammar, punctuation, spelling, syntax, and organization of case details.
Ensured that all written work met quality standards and accuracy before submission deadlines.
Maintained professional tone across all written materials.
Edited and revised documents based on feedback to meet standards, accuracy and completeness.
Edited or rewrote written collateral and submitted for approval.
Coordinated with accounting department to fulfill client invoice requests/ inquiries and assisting in month-end duties.
Handles service details with confidential matters using discretion.
Received service referrals and relayed referral to process server depending on region: Greater Vancouver, Burnaby, Richmond, Surrey, Langley, and Abbotsford.
Organized written work according to established style guidelines.
Compiled research data into organized reports summarizing events.
Utilized writing styles to cater to legal industry standards.
Foreign Exchange Trading Assistant
Olympia FX
Vancouver, BC
08.2015 - 02.2016
Processed transactions electronically or by mail according to established procedures while adhering to tight deadlines.
Operated computer programs such as Microsoft Outlook, Microsoft Office, BCOnline, Adobe Acrobat, and Slack.
Performed due diligence and found relevant information about client by means of social media and online domain searches.
Logged and maintained petty cash float.
Reviewed trade detail entries and ensured clarity, recommended revisions, and followed up with teammates if more detail was required.
Monitored global markets for fluctuations in foreign exchange rates and forecasted market prices and demand.
Managed multiple accounts simultaneously ensuring accurate tracking of all funds transfers.
Responded promptly to inquiries from internal departments concerning foreign exchange transactions.
Ensured compliance with applicable laws, regulations, guidelines, policies and procedures relating to foreign exchange operations.
Reviewed and reconciled currency exchange transactions to ensure accuracy.
Reviewed customer transactions and accounts to confirm accuracy and legitimacy.
Conceptualized strategies to improve operational efficiency for continuous improvement and business performance.
Investigated client financial resources and creditworthiness.