Ottawa, Ontario, Canada
manage a senior mechanical engineering student from Western University to generate a secure, cloud-based SharePoint data governance model featuring an integrated client intake portal to streamline data collection and preservation, enhance project delivery, and ensure confidentiality and transparency. Leverage advanced AI tools with the SharePoint platform to engineer an automated billing and accounting system that auto-populates file numbers, dates, and client information to instantly produce transactional invoices and receipts. Administer financial records and billing reconciliations through Excel by overseeing accounts payable/receivable and maintained accurate tracking of funds in strict accordance with auditing standards. Ensure meticulous data integrity and client confidentiality for all client records and legal files, handling governing documentation in absolute compliance with the Law Society of Ontario (LSO) guidelines and regulatory standards. Coordinate firm-wide calendars and served as a primary point of contact for high-value clients; delivered exceptional support, built rapport, addressed sensitive inquiries with discretion, and managed timelines with internal and external stakeholders.
Driven to exceed financial targets, secured the fifth highest volume of Hudson’s Bay Mastercard acquisitions district-wide during the peak of the 2022 holiday period by executing targeted financial product sales strategies. Cultivated client relationships and delivered outstanding service, refined interpersonal communication skills to identify client needs, resolved complex inquiries, and consistently achieved a top-tier customer satisfaction rating. Demonstrated operational adaptability, strong teamwork, and flexibility by successfully managing cross- departmental operations and coordinating floor layout reorganizations when relied upon by store leadership.