Therese Osborne
Reception Administrative Assistant at Peterbilt Pacific Inc.- Claim this Profile
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Bio
Experience
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Peterbilt Pacific Inc.
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Canada
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Truck Transportation
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1 - 100 Employee
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Reception Administrative Assistant
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Sep 2021 - Present
Maintain large switchboard, directing incoming calls, taking messages and distribute them through-out our 10 locations across BC Operations of our new Telus business connect phone system Daily balancing working cash float Daily balancing of all Monaris machines Weekly Petty Cash balancing & submissions Prepare and Post our daily DCR and accounting transfers Office Supply orders Coffee Supply orders Loomis & UPS Shipping and Receiving Opening and distributing incoming mail Coding incoming receivable's and matching statements for billing Maintaining our Postbase30 postage machine Prepare, sort and catalogue request for Credits, Cores and Warranty Departments Maintain all payables and P.O. files New Excel document for daily cash -/+ (outstanding payments) BC Online - Repair Liens Create new folders for all new truck sales for our Lending & Finance department Handling all requests from all front office personnel Assisting and directing incoming customers and vendors to the required departments Prepare all sales, deliveries and NVIS documents as requested Sort repair orders, separating account copies for HO Download daily PACCAR invoicing for posting Prepare Warranty paperwork for truck sales Create New purchase binders and mail out to customers Miscellaneous typing for Sales Department Daily bank deposits Cashing petty cash for branch usage. Prepare and sort all statements for semi-monthly mailing. Filing new sales folders by chassis and year Purge old files, sort and box up with expiry dates for shredding in the future Organize and prepare office emails for events and special treat days monthly Small Event planning Always helping staff where needed, when needed Running errands if needed Show less
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Emterra Group
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Canada
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Environmental Services
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100 - 200 Employee
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Office Administrative Assistant
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Oct 2018 - Sep 2021
Daily support to all Management and staff Reception duties Performing general office clerk duties and errands Main dispatch for drivers, plant staff & Management Scale inbound and outbound materials and direct drivers to appropriate loading dock/offloading areas. Data entry as required including but not limited to, tracking collection toters, closing daily routes, posting dump tickets Preparation of new staff files Weekly Payroll submission, vacation requests Meeting minutes Word, Excel Spreadsheets Ability to work well under limited supervision Show less
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Aldergrove Credit Union
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Canada
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Banking
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1 - 100 Employee
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Financial Service Officer
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Oct 2018 - Oct 2018
Daily support to all Management, Staff and Members alikeCredit Analysis and underwritingBrokerage application analysisInterviewing applicants to determine financial eligibilityAble to assess services needed for our referral programManage and update account informationWork with existing members to acknowledge needs
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Financial Service Representative
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May 2002 - Oct 2018
Daily support to all Management, staff and Members alikePersonal MembershipsCorporate Memberships.Analyzing Corporate DocumentationFintrac PCMLTFAPrepared service or product reports by collecting and analyzing Members personal information.Digital documentation preparation and signingMaintain/build retentionMentored team members/Management when neededUpheld privacy and security requirements established by regulatory agenciesManaged monetary transactions, including deposits, investments, registered products, overdraft protection and credit card applicationsExceeded annual service goals while leveraging Member service, sales and employee management best practicesReception duties, answering incoming/outgoing calls, forwarding calls & directing members and staff to the appropriate departments Show less
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Education
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Trinity Western University
Consumer Lending - 210 -
CuSource
Risk Management -
Centennial Secondary
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Mission Community School
Customer Service, Financial Industry