Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Sylvia Brooks

Sherwood Park,Alberta

Summary

Collaborative individual with expertise in providing exemplary service regarding benefits support. Multitasking Benefits Specialist knowledgeable in Provincial and Federal regulations and maintaining employee confidentiality. Self-motivated Benefits Specialist demonstrating superior understanding of employee benefits laws and human resource software systems. Astute professional providing benefits support in fast-paced corporate settings.

Overview

31
31
years of professional experience

Work History

CHIEF FINANCIAL OFFICER / DIRECTOR

C It Signs Ltd.
07.2006 - 08.2023
  • Responsible for banking, accounting (AP/AR), Legal issues, Insurance, Finance
  • Fully responsible for Health Care Spending account
  • Managed Marketing programs, special event planning, and team building events
  • Participated in monthly Executive Meetings
  • Reduced Financial exposure by roughly 23% by applying for any Government assistance available.
  • Reduced average AR outstanding to 38 days from 62.

ADMINISTRATOR, GROUP BENEFITS

PPI Financial Group
06.2002 - 06.2006
  • Responsible for administrative support to Consultants and co-ordination of workflow between Marketing Office and Waterloo Resource Centre
  • Duties include corresponding with clients, copying and binding reports, data input and updating client information
  • Also responsible for responding to Associate and client inquiries, preparing marketing reports, reviewing new business applications and enrolment data to ensure complete.
  • Negotiating with carriers, preparing renewals and quarterly experience reports for clients, and employee communication material
  • January, 2005 to February, 2006 managed National Small Business Block of approximately 40 groups across Canada.
  • Achieved 98% client retention rates, best PPI ever had.

ADMINISTRATIVE ASSISTANT

Moerike Financial Services
09.2001 - 03.2002
  • Processed investment transactions (Mutual Fund, RRSP, RESP, RIF, GIC, T2033’s) using Rice System, managed Estate Administration, communicated with Fund Companies regarding client inquiries and problem resolution, typed correspondence, filing, bill payment, managed office supplies and equipment
  • Vacated position due to husband’s transfer to Edmonton.

ADMINISTRATIVE ASSISTANT /OFFICE MANAGER

Cunningham & Associates
10.2000 - 09.2001
  • Processed investment transactions (Mutual Fund, RRSP, RESP, RRIF, GIC, T2033’s) using PowerRep System, managed Estate Administration, reception, typed correspondence, filing, bill payment, advertising and promotion
  • Also developed procedure manuals and trained new employees
  • Vacated position when recruited by Moerike Financial Services with enhanced compensation package.

ADMINISTRATIVE ASSISTANT

Halmac Rice Financial
01.2000 - 10.2000
  • Process investment transactions (Mutual Fund, RRSP, RESP, RRIF, GIC, T2033’s) using Rice System, generated Deposit Balance Report and prepared daily deposit, generated Agent Reports and verified for accuracy, generated client monthly statements and verified for accuracy, verified GIC certificates and entered on system, typed correspondence, filing, reception, customer inquiries
  • Vacated position when recruited by Cunningham & Associates with superior compensation package.

RECEPTIONIST / CLERK / TYPIST

ICR Ashford Commercial Real Estate
11.1998 - 11.1999
  • Client reception, telephone switchboard, general property inquires
  • Managed office supplies and equipment, prepared lease documents, proposals and offers, advertising, and typed all correspondence
  • Maintained computer database of lease documents, leased properties and listed properties
  • Responsible for mail distribution, filing of all documents, assembly and duplication of Retail Sales market and Commercial development project booklets.
  • Managed over 45 customer calls per day.

CUSTOMER SERVICE REPRESENTATIVE

North American Trust
05.1992 - 08.1993
  • Investment sales (Mutual funds, RRSP's, GIC's, etc.), data entry, filing, customer inquires
  • Maintaining and balancing a cash drawer, teller duties.

Education

Success Business College
Winnipeg, Manitoba

University of Regina, Certificates Division
Regina, SK
03.2002

Skills

  • Time Management
  • Negotiating skills with underwriters
  • Attention to Detail
  • Claims Processing
  • Disability Management
  • Benefits Administration
  • Interpersonal Skills
  • Customer Service
  • Organizational Skills
  • Written and Oral Communication
  • Records Maintenance

Languages

English
Native or Bilingual
German
Limited Working

Timeline

CHIEF FINANCIAL OFFICER / DIRECTOR

C It Signs Ltd.
07.2006 - 08.2023

ADMINISTRATOR, GROUP BENEFITS

PPI Financial Group
06.2002 - 06.2006

ADMINISTRATIVE ASSISTANT

Moerike Financial Services
09.2001 - 03.2002

ADMINISTRATIVE ASSISTANT /OFFICE MANAGER

Cunningham & Associates
10.2000 - 09.2001

ADMINISTRATIVE ASSISTANT

Halmac Rice Financial
01.2000 - 10.2000

RECEPTIONIST / CLERK / TYPIST

ICR Ashford Commercial Real Estate
11.1998 - 11.1999

CUSTOMER SERVICE REPRESENTATIVE

North American Trust
05.1992 - 08.1993

Success Business College

University of Regina, Certificates Division

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