Experience

Paladin Risk Solutions Inc.

• Canada
• Security and Investigations
• 1 - 100 Employee

• Intelligence Analyst

  • Sep 2022 - Present



HeirSearch

• Legal Services
• 1 - 100 Employee

• Genealogical Researcher

  • Mar 2021 - Sep 2022

  Compose, edit, and submit accurate and concise court ready reports and client updates.Simultaneously manage upwards of twenty-five research projects with competing deadlines.Communicate sensitive and confidential information to heirs and clients. Collate, analyze, and interpret historical and government documents to identify and confirm missing beneficiaries.Employ independent judgment and action with minimal direction while managing a high caseload.

• Research Assistant

  • Nov 2020 - Mar 2021

  Run research reports; write document request letters.Proofread Researcher's reports; add genealogical chart data; number and copy exhibits.Finish and print family tree documents for research binder, add company branding and attach in SalesForce.Scan final reports and documents and attach into case file in SalesForce.Reduce errors and omissions by clarifying details with Researchers.Enter all disbursements and conduct monthly reconciliation for notary, Visa bill, external researchers and document requests, and forward invoices to accounting.8. Schedule notary, prepare all necessary documentation for the visit and enter ail appropriate documents and disbursements afterwards.Review and fax/email/mail client correspondence; make arrangements for shipping and mailing.Proactively help Researchers in any other tasks that may free up more Research time.Conduct Specialty Items Inventory each month.Order office supplies and set up desks for new hires.Provide lunch and vacation coverage for Reception when necessary.Undertake other tasks as assigned by the Research Manager, Department Leaders or General Manager.



BCSI Investigations Inc.

• Canada
• Security and Investigations
• 1 - 100 Employee

• Office Manager

  • Sep 2019 - Sep 2020

  Proofing and editing of all reports with accuracy and efficiency.Content creation and social media marketing.Verbatim transcriptions of audio recordings.Receiving and cataloguing of all intelligence.Generated daily and weekly reports as required for investigations and administration.First point of contact for clients, vendors and office visitors. Proofing and editing of all reports with accuracy and efficiency.Content creation and social media marketing.Verbatim transcriptions of audio recordings.Receiving and cataloguing of all intelligence.Generated daily and weekly reports as required for investigations and administration.First point of contact for clients, vendors and office visitors.



Jim Pattison Toyota Downtown

• Ambassador

  • Feb 2019 - Sep 2019

  Welcome and integrate new employees into their new roles.Complete New & Young Worker Orientation training.Provide direction, offer assistance and support new hires.

• Accounting Assistant

  • Nov 2018 - Sep 2019

  Perform a variety of accounting and bookkeeping duties according to established policies and procedures.Review, reconcile and verify invoices and purchase orders for payment.Review and apply payment to receivable accounts.Follow up both internally and externally with customers and management to resolve



Travelers Canada

• Canada
• Insurance
• 700 & Above Employee

• Account Manager

  • Oct 2013 - Dec 2017

  Assist Account Executives with submissions, endorsements and renewals of large client accounts.Coordinate with brokers/agencies, insureds/customers and internal departments daily in a professional manner via phone and email.Employ creative problem-solving skills within time constraints.Provide Account Executives information necessary to make sound underwriting decisions.Ensure accurate and timely servicing and billing of accounts.Participate in projects such as Electronic Customer File implementation, Industry Edge Product roll outs.Assist in other regions and departments such as Ocean Marine and Specialty Insurance.



Southtown Chrysler Dodge Jeep Ram

• Canada
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Receptionist & Service Appointment Coordinator

  • Jun 2012 - Sep 2013

  Received, screened, connected all incoming calls.Scheduled appointments for the service department and sales representatives.Greeted and assisted all people entering the premises.Handled delicate situations, such as - customer requests, special needs and complaints.Managed mail and documentation.Organized and managed dealer plates system. Received, screened, connected all incoming calls.Scheduled appointments for the service department and sales representatives.Greeted and assisted all people entering the premises.Handled delicate situations, such as - customer requests, special needs and complaints.Managed mail and documentation.Organized and managed dealer plates system.