Eric L.

Executive Assistant at Riverside Opticalab LTD
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Contact Information
us****@****om
(386) 825-5501
Location
Ottawa, Ontario, Canada, CA
Languages
  • French Native or bilingual proficiency
  • English Native or bilingual proficiency

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Experience

    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • Executive Assistant
      • Mar 2021 - Present

    • Canada
    • Medical Practices
    • 1 - 100 Employee
    • Dental Administrator
      • Mar 2020 - Jan 2021

      • Scheduling and confirming dental appointments in a highly complex and always changing schedule comprised of 20 rooms/chairs for two separate clinics. • Receiving and communicating messages for the clinical staff and patients. • Entering and formatting electronically based medical reports, correspondence, spreadsheets and various other documents for review. • Interviewing patients in order to complete forms, documents and case histories. • Completing insurance and other claim forms. • Initiating and maintaining confidential medical files and records. • Preparing financial statements and billing. • Performing accounts receivable activities such as; (Posting client payments by recording cash, cheques and credit card transactions. Updating receivables by totaling unpaid invoices. Maintaining records of invoices, debits and credits in various systems such as Curve Hero, Dolphin and Dentrix and verifying validity of account discrepancies by investigating client files and insurance records.) • Performing accounts payable activities such as various client refunds and re-payment of insurance. • Establishing and maintaining various internal office administrative support procedures such as document tracking, filing and daily reporting. Show less

    • Canada
    • Telecommunications
    • 700 & Above Employee
    • Sales and Accounts Management
      • Jun 2018 - Jan 2020

      My move to Alberta from Toronto was very sudden and not planned at all therefore I was so fortunate to find this great team to work with as soon as my feet hit the ground in Western Canada. I got to work 1:1 with clients selling wireline/wireless services and managing their accounts and everyday queries. The work was extremely rewarding, it was the first time in my life working off commission and I really excelled at it. The daily and monthly targets really got me focused on the end goal. Within a few months and for the remainder of my stay there I was one of their top salesmen in the Country, I genuinely enjoyed the work and have learned a ton of new sales skills! • Selling wireline and wireless products and services to both individuals and companies. • Identifying contacts and building relationships with prospective clients through a combination of telephone and in-person cold calls, networking and referrals. • Maintaining open and effective lines of communication throughout the organization to maintain a sense of teamwork, enthusiasm, pride and quality workmanship. • Maintaining a solid knowledge of all new products and services offered. • Developing a highly detailed tracking system to follow-up on all sales and tasks. • Maintaining an intricate sales database with model numbers, installation dates, commission revenues and services provided and reconcile it at the end of every month. • Performing daily morning follow-up by phone with new clients to confirm installation dates and ensure satisfaction with our services. • Maintaining client accounts and investigating billing inquiries and issues. • Performing accounts receivable activities such as; posting client payments by recording cash, cheques and credit card transactions. Maintaining records of invoices, debits and credits in various systems such as CSG and Aria, and verifying validity of account discrepancies by investigating client files and call centre notes and ledgers. Show less

    • Canada
    • Human Resources Services
    • 700 & Above Employee
    • Reporting Analyst
      • Jul 2014 - Jun 2018

      I truly enjoyed my 4 years at Morneau Shepell, the world’s largest Employee Assistance Program company. As a reporting specialist, my day was often spent generating and customizing client reports (over 1000 per month) by pulling raw data from our partners, support the sales team with stats and metrics so they can provide new and existing clients quotes on services and also to create requests for proposals (RFP’s) and interpret data for new and existing contracts, just to name a few. • Pulling and interpreting highly complex raw data and format it in various ways depending on client's needs. • Performing advanced level work in Microsoft Excel by pulling pivot tables, analyzing information and providing the sales team with stats and metrics so they can provide proper quotes to new and existing clients. • Creating pricing renewals and requests for proposals (RFP) for new and existing client accounts. • Working closely with the Business Intelligence (B.I.) department to pull thousands of reports for clients every month. • Formatting reports and verifying the accuracy of the data for monthly, quarterly and annual deliveries to clients. • Ensuring timely delivery of all reports. • Keeping track of all new promotions and keep sales team up to date. • Ensuring the smooth running of the team's management inbox and keeping a tightly organized filing and task management system for all incoming and outgoing requests. • Translating from English to French various documents and communications. • Providing French training and presentations over the phone and the web for various aspects of our business. • Event coordinating for various groups and community events involving mental health. Show less

    • Canada
    • Insurance
    • 700 & Above Employee
    • Bilingual Customer Service Representative
      • Jan 2013 - Jun 2014

      • Optimizing client experience by providing exceptional level of service to life plan participants. • Building relationships with clients by educating them and having relevant discussions in order to provide the best life protection planning experience. • Answering questions related to retirement accounts by researching various online resources and tools. • Taking ownership of clients by effectively planning the resolution of issues through research, teamwork and prompt follow-ups. • Ensuring the integrity of client files by maintaining well documented logs of each interaction. • Assisting in the renewal process of personal life policies to include coverage. • Supporting clients through the claims process. • Soliciting new life insurance policies from existing and new accounts and providing accurate quotations. • Recommending and up-selling various products to existing and new clients. • Supporting the sales team by building detailed logs on possible new clients. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Sales Team Lead
      • Jan 2013 - Nov 2013

      My work at Banana Republic was what I called my little passion project. It started off as a simple part-time job that I would go to a few nights a week and weekends after working my regular job to save some money but it turned into a beautiful experience with me leading a team of sales associate and coaching them on sales techniques and helping meeting the store’s targets. During my first year and a half there I sold over $300,000.00 in women’s clothing before being promoted to Team Lead.• Promoting customer loyalty by educating customers about our loyalty programs.• Serving as a role model to achieve priorities in store with the customer as the primary focus.• Seeking out and engaging with customers to drive sales and service using suggestive selling.• Supporting the store manager and performing his/her duties during non-peak hours.• Building and sharing expertise with staff.• Managing staff during non-peek hours and ensuring employees are performing adequately.• Supporting completion or work processes before or after the store closes.• Being accountable for the team’s goals being achieved. Show less

    • Sales Assistant
      • Oct 2011 - Dec 2012

      • Greeting customers, responding to questions, improving engagement with merchandise and providing outstanding customer service.• Operating cash registers, managing financial transactions, and balancing drawers.• Achieving daily and monthly sales targets.• Achieving Superior product knowledge.• Maintaining an orderly appearance throughout the sales floor.• Introducing promotions and new opportunities to customers.

    • Administrative Officer
      • Oct 2011 - Dec 2012

      • Conducting accounts payable functions as per Departmental policies and Treasury Board Directives. • Conducting monthly reconciliation of acquisition card transactions. • Verifying and processing of travel requests and claims. • Organizing travel and preparing detailed itineraries for management. • Translating various documentations from English to French. • Conducting office administration activities through various Corporate Services units such as Security access, IT, Facilities and telecom services. • Managing and processing incoming invoices related to temporary help services. • Coordinating responses to Access to Information and Privacy requests. Show less

  • Industry Canada
    • Ottawa, Ontario, Canada
    • Administrative Officer
      • Mar 2008 - Sep 2011

      The three and a half years I worked at Industry Canada were absolutely amazing, I started off working as my Manager’s personal Administrator but eventually expanded into helping out with the Director General’s and other branch managers’ schedules and deliverables, overseeing the branch’s budgets and tracking incoming payments. I also became the branch’s learning coordinator and took care of travel arrangements and ensured that all branch deliverables were actioned and completed on time. I certainly gained a lot of multi-tasking skills during my stay there and I loved it. • Maintaining the Manager’s schedule along with the Director General’s schedule when needed. • Maintaining a detailed tracking report of all Contracts and Procurement requests from clients using Excel. • Managing the branch financial transactions and information using SAP; acquisition card purchases, provide financial coding, monthly account reconciliations, commitment control, forecast updates and petty cash reimbursements. • Managing employee training registrations and commitments as Branch Learning Coordinator. • Completing the unit’s travel bookings and expense claims. • Conducting asset management activities such as updating the departmental financial system IFMS, maintaining the asset inventory, coordinating surplus exercises, and monitoring incoming client requests. • Coordinating various facilities requirements such as office moves. • Taking minutes of branch meetings. Show less

    • Canada
    • Government Administration
    • 700 & Above Employee
    • Records Management Clerk
      • Mar 2006 - Dec 2008

      Transport Canada was my introduction to Government work, I originally started as a clerk in the Accounts Payable Department for about a year as an entry-level position and moved up to the Records Management Department where I stayed for a few years learning about different Governmental policies on records-keeping as well as getting to work side-by-side with several departments on various projects streamlining data collection and retrieval before eventually moving on to Industry Canada.• Organizing and managing all records and documents in an orderly manner.• Retrieving appropriate records and reports from the records room.• Coordinating and collaborating with all the Transport Canada departments in managing records.• Maintaining various databases.• Providing access of records to the appropriate personnel in a corporate/business setting.• Adhering and complying with corporate laws and regulations. Show less

    • Accounts Payable Clerk
      • Jan 2005 - Feb 2006

      • Completing payments and controlling expenses by receiving, processing, verifying, and reconciling invoices.• Charging expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries.• Paying vendors, verifying federal id numbers, scheduling, preparing checks, resolving purchase orders or payment discrepancies and documentation.• Issuing stop-payments or purchase order amendments.• Maintaining historical records and filing documents.• Disbursing petty cash by recording entries and verifying documentation. Show less

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