TERRY BECKER
Lacombe,Alberta
Summary
Resolute and focused, excels at prioritizing, completing multiple tasks simultaneously and following through to achieve projects goals. Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.
Overview
12
12
years of professional experience
Work History
Administrative Assistant
Sterling Capital Brokers
11.2022 - Current
- Answering the Phone, Taking messages, Manage the office, Receiving mail, Filing, Maintain/Manage Office Supply Inventory, Upload Advisors E&O Insurance, Booking/Organize Christmas Yearly Party, Mail documents and Payments to Insurance Couriers, Maintain Client Files, Booking Annual Renewals, Mapping for Group Benefits, Assisted customers with their daily insurance needs; via phone/ in person, and by email, Create Insurance Summaries
Bookkeeper/Administrative Assistant
1874531 Alberta Ltd.
01.2015 - Current
- Answering the Phone, Taking messages, Manage the office, Pick up mail, Filing, Bank Reconciliation, Payroll, Credit Card Reconciliation, Bank Deposits, Accounts Payable / Accounts Receivable, Maintain /Manage Office Supply Inventory, Getting WCB Clearance Letters, Getting Certificate of Liabilities
Insurance Broker- Level 1
Crystal Clear Insurance Brokers Ltd.
09.2019 - 12.2019
- Assisted customers with their daily insurance needs; via phone/ in person, and by email, Provided quotes, Sell new policies to customers, Manage walk-in inquiries, Followed up on all clients' accounts to resolve outstanding activities, Knowledge if each Insurance Company's products, endorsements, packages, and payment, Took clients payment and printed their receipts
Community Adult Learning Assistant
South Peace Rural Community Learning
02.2017 - 02.2018
- Pick up Mail, Data Entry, Bank Deposits, Pay Bills at Bank, Greet Customers/Clients, Taking Registrations in person/online, Filing, Faxing/ Emailing Client's, In charge of Website, Taking Payment for Products/ Services, Booking Appointments, Maintain/ Manage Office Supply Inventory, Answering the Phone, Taking messages/ Transfer Calls, Manage the office, Set up Programs (includes finding instructors, facilities, registrations), Created Posters to advertise, Pay instructors, and Facilities, Print monthly Moneris forms, Help with deposits from PayPal, Create invoices/statements
Bookkeeper/ Administrative Assistant
Boxliners Plus (2012) Ltd.
05.2012 - 01.2015
- Worked with Quick Books, Data Entry, Accounts Payable/ Accounts Receivable, Bank Reconciliation, Credit Card Reconciliation, Payroll, Filing, Faxing/Emailing Clients, Bank Deposits, Taking Payment for Products/ Services, Booking Appointments, Maintain/ Manage Office Supply Inventory, Answering the Phone, Taking messages/ Transfer Calls
Education
General - Level 1 Passed Exam -
Grande Prairie - Mayfair Personnel
09.2019
Office Administration Certificate -
Northern Lakes College
01.2007
High School Diploma -
Sexsmith Secondary School
01.2001
Continuing Education Certificate General Insurance - Level 1 -
Professional Development Training Centre- General Insurance Level 1
Skills
- Scheduling
- Document Control
- Data Entry
- Information Security
- Filing
- Calendar Management
- Quality Assurance
- Filing and data archiving
- Customer Service
- Critical Thinking
- Verbal Communication
- Time Management
References
- Tim Bayly, Grande Prairie, Alberta, 780-296-4997
- Millie White, Wembley, Alberta, 780-814-8448
- Patricia Stanton, Wembley, Alberta, 780-518-2106
Volunteer Experience
Boxlinershborhood Resource Center
2018 - Spring Fling for Saskatoon Ag Society (helped clean dishes/tables)
2018 - Helped Saskatoon Mountain 4H Multi Club with their Coop Marketplace BBQ Fundraiser
2019 - Caledonia Park School, Parent Volunteer for Ukrainian Village
2019 - Wembley Fall Fair; helped run children's games/ hand out prizes for games, helped with table exhibits
2019 - PBR Grande Prairie; helped Suicide Prevention Society sell 50/50 tickets and raffle tickets
2020- Basketball Zones at St Mary's Catholic School, Parent Volunteer
2021 - Judged Queen Contestants for Miss Teepee Creek Stampede Queen 2021
2021 - Volunteered with Grande Prairie Piranhas Swim Club, cleaning up garbage and recycle from Teepee Creek Rodeo Rodeo
2022 - School Council Board Member with La Glace School
2022 - Manager for U11 La Glace Ice Hockey Team
2022 - Manager for U15 La Glace Ice Hockey Team
2023 - Manager for Lacombe Bantam Football Team
Timeline
Administrative Assistant
Sterling Capital Brokers
11.2022 - Current
Insurance Broker- Level 1
Crystal Clear Insurance Brokers Ltd.
09.2019 - 12.2019
Community Adult Learning Assistant
South Peace Rural Community Learning
02.2017 - 02.2018
Bookkeeper/Administrative Assistant
1874531 Alberta Ltd.
01.2015 - Current
Bookkeeper/ Administrative Assistant
Boxliners Plus (2012) Ltd.
05.2012 - 01.2015
General - Level 1 Passed Exam -
Grande Prairie - Mayfair Personnel
Office Administration Certificate -
Northern Lakes College
High School Diploma -
Sexsmith Secondary School
Continuing Education Certificate General Insurance - Level 1 -
Professional Development Training Centre- General Insurance Level 1
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