SHELLEY ROCCA

Managed inventory and ordered supplies to support uninterrupted operations.

• Coordinated deliveries to ensure timely service at various locations.
• Collaborated with staff and event facilitators to meet specific requests and enhance service delivery.
• Prepared meals and served customers at events and daycare's across city, ensuring satisfaction.
• Oversaw daily operations and staff management for catering events.
• Coordinated logistics for food preparation and delivery schedules.

• Reporting to Director of Care (DOC), duties include but are not limited to executing and settling physician orders, liaising with registered staff and physicians offices to arrange appointments and necessary administrative tasks, meeting strict deadlines.
• Coordinated with CCAC, families, Service Ontario, physicians, handitransit, and hospitals to facilitate smooth admission and appointments for new residents.
• Arrange medical appointments for residents, liaise with volunteers, families, and transportation.
• Provided daily updates to units with resident changes.
• Stocked and ordered medical supplies and maintained organization of medical rooms weekly to ensure readiness for patient care.
• Audited and maintained inventory control of medical stock room and pandemic supplies, ensuring compliance with waste management protocols.
• Actively involved in ethics committee.

• Developed financial plans and implemented products, enhancing client profiles through effective cross-selling.
• Executed trades in client accounts.
• Reconcile, review and ensure accounts match risk profile for clients.
• Reviewed daily trades for accuracy and compliance.
• Managed ongoing client relationships and coordinated strategic planning to align with client needs.
• Collaborated with product providers to expand client base and enhance service offerings.

• Managed client relationships with producers, coordinating with product specialists for new product integration and upselling.
• Managed client portfolios by identifying and pursuing cross-selling opportunities.
• Developed comprehensive financial plans for clients to meet their investment goals.
• Conducted compliance and audit reviews for 200+ top producers in region, ensuring adherence to regulations.
• Reconcile advisor trades and ensure risk profiles were on-side, daily.
• Maintained selling targets 100%, monthly.
• Direct and team lead new product development and new contact management software.

• Managed account reconciliation and relationships with top producers to ensure consistent high-quality service.
• Monitored and delegated incoming wires and calls, achieving daily targets and maintaining service levels.
• Assisted advisors and teams with queries on selling and product information to enhance service delivery.