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data entry, clerical, accounting, office administration, bank customer service Resume
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| Desired Industry: Accounting/Bookkeeping |
SpiderID: 26951 |
| Desired Job Location: Castleton, Ontario, Ontario |
Date Posted: 5/26/2009 |
| Type of Position: Full-Time Permanent |
Availability Date: immediately |
| Desired Wage: 30000 |
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U.S. Work Authorization: No |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, 25-50% |
| Highest Degree Attained: High School/Equivalent |
Willing to Relocate: No |
Objective:
OBJECTIVE
To find gainful employment in Belleville, Cobourg, Brighton, Trenton, Campbellford or Port Hope in the banking industry working with the public. I am willing to start at an entry level position with the opportunity of future advancement. Helping people prepare for the future whether it be saving for a home, childrens education or retirement years. Gathering personal information and putting a plan into place based on their goals and objectives.
Experience:
PROFESSIONAL WORK EXPERIENCE
Rutherford Financial Services September 15 2008 April 30 2009 (laid off)
Financial Advisor
Work on a salary & commission base, often outside of the office and well beyond the standard 40hr work week days, evenings and weekends as required.
Build a solid client base by seeking out new accounts and selling Life/Disability/Critical Illness/Long Term Care Insurance/Health & Dental Plans/ RRSPs, RESPs, GICs and Segregated Funds.
Handle cheques, deposits, invoices, receipts and banking transactions.
Do Risk Profile Questionnaire, review and analysis insurance needs for individual clients.
Prepare and present quotations for Financial Services and Insurance Products.
Assist clients and/or businesses in selecting the most appropriate products to meet their current and future needs.
Prepare reports, maintain accurate records and input data into computer based system
The Trentonian November 2007 September 2008
Circulation/Classified Sales Clerk
Field telephone calls, greet and direct visitors, sort and route all incoming materials, took cash, credit or cheque payments, balanced cash and prepared deposit information.
Perform office duties as required.
Generated business revenue by selling small display ads and word line ads to clients in person, telephone or fax.
Maintained accurate records, input data, invoiced clients and prepared weekly/monthly reports.
Allen Insurance Group June 2003 November 2007
Life Insurance Agent Account Executive Financial Division
Work on a commission bases, often outside of the office and well beyond the standard 40hr work week days, evenings and weekends as required.
Build a solid client base by seeking out new accounts and selling Life/Disability/Critical Illness/Long Term Care Insurance/Health & Dental Plans/ RRSPs, RESPs, GICs and Segregated Funds.
Handle cheques, deposits, invoices, receipts and banking transactions.
Do Risk Profile Questionnaire, review and analysis insurance needs for individual clients.
Prepare and present quotations for Financial Services and Insurance Products.
Assist clients and/or businesses in selecting the most appropriate products to meet their current and future needs.
Prepare reports, maintain accurate records and input data into computer based system.
Northumberland News, Cobourg, Ontario 2002 2003
Inside Sales Representative
Developed procedures and created business revenue by seeking out new clients and selling advertisement space for special promotions or feature sections to business owners in person, telephone, fax or email.
Designed advertisements, page layouts, and proof advertisements and invoiced clients.
Durham Post, Oshawa, Ontario 2000 -2002
Receptionist and Classified Sales Representative
Field telephone calls, greet and direct visitors, sort and route all incoming materials, took cash, credit or cheque payments, balanced cash and prepared deposit information.
Perform office duties as required.
Generated business revenue by selling small display ads and word line ads to clients in person, telephone or fax.
Maintained accurate records, input data, invoiced clients and prepared weekly/monthly reports.
Cobourg Daily Star, Cobourg, Ontario 1991 1998
Circulation Clerk and District Manager
Provided all aspects of customer service to subscribers, dealers, newspaper carrier force and other affiliates with the community.
Handled and processed all incoming payments, prepared monthly invoices and balanced cash.
Achieved business revenue by seeking out new accounts to increase our client base.
Created and implemented promotional programs to increase subscriber base.
Oversaw independent drivers and manage a newspaper carrier force of over 50 carriers and filled in as carrier to deliver newspapers as required.
Castleton Public School, Castleton, Ontario 1989 1991
Educational Assistant (Contract Position)
Followed specific guidelines that were provided for strategies, solutions and evaluating students.
Followed behavioral management techniques for special needs children and tended to their physical, emotional and learning needs.
Recorded daily activities of specific special needs children and charted progress and provided feedback to teaching authorities.
Provided support and assisted the teacher in order to meet the needs of classroom or individual students.
Assisted the teacher with the daily activities of learning for the children and provided assistance for classroom outings.
Murata Erie Technological Products, Trenton, Ontario 1978 - 1988
Production Scheduler and Manager
Received orders by telephone or inside sales representatives for the shipment of finished goods.
Prepared schedules and provided delivery dates based on material lead times and availability and manufacturing capacity and lead times.
Released work orders to the production floor, monitored progress and expedited work orders when necessary in order to meet planned delivery dates.
Prepared schedules and plans and Held weekly production meetings with the schedulers and line supervisors to discuss problems to ensure delivery dates were met.
Education:
EDUCATION
East Northumberlanc Secondary School Graduate
EPC (Elder Planner counselor Designation) June 2006
Insurance Advisor Training New Person School October 2004
LLQP (Life Licensing Full Qualification Program) February 2004
Affiliations:
EPC (Elder Planner counselor Designation) June 2006
Insurance Advisor Training New Person School October 2004
LLQP (Life Licensing Full Qualification Program) February 2004
Skills:
SUMMARY OF QUALIFICATIONS
Financial sales and service background.
Excellent customer service skills.
Strong sales background with the ability to manage sales, build key accounts and to grasp the essentials of the business.
Excellent telephone and communication skills.
Good computer knowledge, keyboarding and data entry skills.
Self motivated, with the ability to work independently or as a team player.
Ability to work harmoniously with co-workers at all levels to get the job done.
Ability to work in a fast-paced environment
Extremely organized and skilled at prioritizing tasks.
Good problem solving skills with the ability to work within given deadlines.
Reference:
Available upon request.
Candidate Contact Information:
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