Vancouver, British Columbia, Canada
Through the experience of my past jobs, I have an extremely diverse set of communication skills, development goals, and is able to accommodate to different learning-styles required of me. I am proficient in speaking English, and Cantonese, and an effective communicator when facilitating between the needs of clients, superiors, as well as dependents.
- Maintain all trust bank accounts, particularly with the solicitors in our office and other firms that are involved in conveyancing transactions - Bank reconciliation and records - Contact clients regarding outstanding AR or trust funds - Streamline billing processes for the entire company - Process banking transactions and prepare formal letter of directions to open or close interest bearing accounts
- Monitored and processed over 200 invoices monthly, ensuring accurate payment processing and timely follow-ups with suppliers to reduce outstanding balances by 20%. - Utilized Excel functions to streamline the organization of employee timesheets and payroll data
- Trained team members in the estates, corporate, and litigation department on best practices for utilizing the new digital file management system, reducing errors in record keeping and increasing overall productivity. - Improved monthly payments and bank reconciliation processes by 40% through electronic banking transactions - Enhanced clients’ experience through daily reception coverage by answering calls and directing them to their appointments - Demonstrated strong communication skills by effectively diffusing hostile situations with vendors and contractors, maintaining positive relationships and reducing instances of conflict by 40%.
- Managed and successfully resolved 50+ customer transactions per day in a high-pressure environment, maintaining a customer satisfaction rate of 95%, while being handling customer's confidential and personal information. - Addressed clients by name, and anticipated foreseable issues, which created a personalized experience that contributed to a 95% customer satisfaction rating and retention rate. - Utilized strong organization skills to maintain accurate and up-to-date product knowledge of the latest credit products, resulting in a 15% increase in successful cross-selling of credit products to customers.