Bio
Experience
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Canada
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Veterinary Services
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1 - 100 Employee
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Funds Analyst and Administrator
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Apr 2022 - Oct 2022
● Verified all accounts were entered accurately and labelled appropriately forstewardship and reporting, as well as all transactions were completed withcorrect and appropriate funding codes.● Ensured all applicable transactions had been issued with charitable tax receipts,including year-end.● Investigated financial discrepancies as well as reconciles donation entries withQuickbooks and provided the Financial team with revenue breakdowns formonth-end, quarter-end, and year-end.● Managed account data and pull lists for in-house mailings and other lists whenneeded.
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Donor Relations Support
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Mar 2021 - Apr 2022
● Streamlined and organized processes for the Donations team to standardize bestpractices and update user manual documentation.● Processed accepted monetary and in-kind donations as well as issue tax receipts.This includes credit cards, cash, in-person pin-pad transactions, and cheques.● Responsible for stewardship and communications to donors via phone, email, aswell as in-person with newsletters and other mailings.● Reconciled daily and monthly donations as well as updating transactions througheTapestry.● Managed and maintained donor information in the database to ensure theiraccounts are up to date.
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Ample Organics
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Toronto, Canada Area
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Technical Support Representative
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Sep 2018 - Jul 2019
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Toronto, Canada Area
● Trained new hires on the application and tools used and aided them in theirinvestigations to ensure the appropriate steps were taken.● Completed investigations of discrepancies and errors to determine appropriatesolutions, including documenting the issues and escalating to the supportdevelopers and/or hardware teams when necessary.● Tested the application for bugs and provided detailed reports to the developmentteams.● Assisted with the Design team with custom templates according to clientspecifications.● Provided technical support to clients and ensured all client issues and concernswere addressed in a timely manner.● Communicated to clients any information relating to new updates, bug fixes, aswell as system related knowledge.
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National Wireless Inc
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Oakville, Ontario
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Corporate Client Care
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Oct 2017 - Aug 2018
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Oakville, Ontario
● Provided post-sales and on-going client relationship management and support.● Provided comprehensive technical and account support for clients, from initialsetup of devices to updates/upgrades and on-going maintenance.● Implemented on and off-site deployments to assist clients throughout the entireroll-out of devices to their workforce.● Trained clients with new technology/services, and installation of equipmentduring deployment.
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Archerfish Sales Inc.
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Toronto, Canada Area
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Sales and Operations Coordinator
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Jun 2013 - Dec 2015
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Toronto, Canada Area
● Key point of contact between sales, executive, and operations teams.● Helped organize and implement company-wide standard operations proceduresfor various HR and legal initiatives.● Worked with executive team and sales team on account management rolesrequiring interactions with key stakeholders on large accounts.● Completed and filed monthly Security Commissions reports and ensured that allassociated fees were paid in a timely manner.
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Centurion Apartment REIT
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Toronto, Canada Area
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Investment Administrator
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Mar 2013 - Jun 2013
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Toronto, Canada Area
● Ensured timely resolution of client and agent concerns, as well as developing and fostering positive relationships with internal and external stakeholders. ● Aided in the subscription agreement process; ensuring that all agreements met established compliance standards and closed within the same month they were received. ● Reviewed the electronic fund database by updating all pertinent information into Centurion’s computerized tracking system, as well as ensuring all investor account information was up to date and accurate.● Created and used various reporting and system checks to follow up on outstanding/incomplete subscriptions to ensure all documents are collected to complete the trade.● Reconciled monthly distribution rates.● Completed and filed monthly Security Commissions reports and ensured that all associated fees were paid in a timely manner.
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ET Group
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Toronto, Canada Area
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Key Account Coordinator
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Sep 2012 - Nov 2012
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Toronto, Canada Area
● Communicated details on projects between various departments and clients.● Organized and prepared proposal documents and ensured its completion and delivery in a timely manner.● Managed and coordinated meetings and events for internal and external clients.● Created and updated inventory costing sheets to be sent to both internal and external clients.● Assisted in assessment and boardrooms designs as well as workshops for clients with newly installed equipment and technology (such as Smart Boards and Bridgit).
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Assistant Production Analyst
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Aug 2010 - Sep 2012
● Monitored financial processes for abnormal results and error indicators.● Coordinated investigations of process failures and determine appropriate solution, including escalation to specialists when necessary.● Managed updates and modifications to the process monitoring system to improve process reliability.● Experienced with processes at RBC Insurance, Moneris, RBC Dexia, RBC Bank, RBC Centura, Symcor.
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Information Services Assistant
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Jan 2009 - Apr 2010
● Coordinated timetables and student appointments with financial advisors, career advisors, and campus tours.● Administered the distribution of confidential materials to students and alumni; ensured compliance with privacy legislation.● Provided information to students and parents regarding tuition, applications, and different faculties.
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Hostess
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Feb 2005 - Jul 2006
● Supervised and coordinated activities of dining room personnel to provide prompt and courteous service to guests: scheduled dining reservations and arranged parties or special services for guests.● Greeted guests, escorted them to tables, and provided menus.● Adjusted complaints to guests.● Inspected dining room serving stations for neatness and cleanliness, and procured dining room supplies for tables and serving stations.
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Education
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2004 - 2010Western University
Bachelor of Science - BS, Biology/Biological Sciences, General -
2004 - 2010The University of Western Ontario
Bachelor of Science (BS), Biology; Biochemistry and Infections/Immunology -
2014 -Bitmaker Labs
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