Tracey Verstraete
Dresden
Summary
Understanding and empathetic individual with natural ability to connect with and support clients. Possesses solid understanding of client assessment and resource coordination, coupled with strong communication and organizational skills. Committed to making positive impact by effectively managing cases to improve client outcomes.
Overview
18
18
years of professional experience
Work History
Program Support Clerk
Service Canada
01.2021 - Current
- Provide administrative functions to support the processing of the Canada Pension Disability benefit
- With attention to detail, validate client documentation for authenticity, accuracy and completeness to support the determination of eligibility and benefit entitlement
- Carefully review information from applications and correspondence and identify any discrepancies
- Contact clients to obtain missing information and clarifications
- Respectfully communicate with clients of different ages and backgrounds and their representatives as needed either verbally or in writing to obtain and provide client specific information and to explain provisions of the Canada Pension Plan Disability Benefit
- Competently refer each application to the appropriate level for decision
- Effectively communicate with co-workers and Team Leader’s regarding processing of applications and correspondence
- Attend bi-weekly team meetings and ensure an understanding of current policies and procedures to accurately implement the most recent processes in all administrative functions
- Maintain a high level of privacy and respect for client’s and ensure that all actions taken are to better client experience in the process of applying for the Canada Pension Disability Benefit
Executive Assistant
Utley Financial Group
10.2013 - 12.2020
- Provide efficient administrative and clerical support to three financial advisors
- Provide a welcoming first point of contact to staff and clients
- Effective verbal and written communication which established positive client and staff relations
- Daily documentation of client phone calls, emails and correspondence into database
- Schedule advisor appointments using google calendar
- Validate client data on investment applications for accuracy, legibility and completeness
- Maintain compliant client files
- Receive, sort and disperse daily mail
- Operate office equipment – printer, photocopier, scanner and compute
- Monthly bank reconciliation utilizing QuickBooks
- Complete inventory and order office supplies as required
- Maintain client confidentiality
Mental Health Case Manager
Canadian Mental Health Association
09.2006 - 01.2012
- Provided support services to clients in the community who are diagnosed with a mental illness
- Identified client needs based on individual assessments and assisted with the creation of client specific goals
- Jointly created and implemented a plan to maintain independent living in the community
- Assessed client’s eligibility for provincial programs such as ODSP and Ontario Works and assisted in applying for and obtaining as required
- Scheduled and maintained weekly meetings with client’s
- Adhered to scheduled client check-in calls and provided medication prompts as required
- Monitored client symptomology and re-evaluated client specific goals as necessary
- Provided quick response to urgent situations ie. housing needs, psychiatric crisis
- Collaborated with and maintained positive relationships with community organizations to assist the client in securing access to services as required
- Documented daily interactions on CRMS database while maintaining client files and correspondence
- Utilized Outlook email to communicate with community agencies and co-workers
- Attended weekly staff meetings and debriefed regularly with co-workers
Education
Office Administration Executive -
St. Clair College
Chatham, ON01.2013
B.A - Psychology
University of Windsor
Windsor, ON01.1995
Skills
- Advance level English verbal and written communication skills
- Proficient in Microsoft Word, Excel, Google Calendar, Gmail, Outlook and easily learn job specific computer programs
- Motivated, confident and reliable
- Organized, detail oriented, and excellent at prioritizing
- Competent multi-tasker and skilled at time management
- Work effectively with others
- Show initiative and am action-oriented
- Positive attitude that makes it easy to be a team player Enjoy people and am genuine, compassionate and understanding
Timeline
Program Support Clerk
Service Canada
01.2021 - Current
Executive Assistant
Utley Financial Group
10.2013 - 12.2020
Mental Health Case Manager
Canadian Mental Health Association
09.2006 - 01.2012
B.A - Psychology
University of Windsor
Office Administration Executive -
St. Clair College
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