Client Service Specialist - Active Wealth Management - Belleville, ON
(2018-01)
Provide administrative and client service support within a financial and insurance environment.
- Manage confidential client files, compliance documentation, CRM updates, and records management.
- Process account and policy changes including banking updates, beneficiary changes, purchases, redemptions, and address updates.
- Prepare client meeting materials and review documentation for completeness and accuracy.
- Communicate with clients, insurance carriers, and financial institutions to resolve inquiries and service requests.
- Support reception duties, insurance applications, policy renewals, and advisor administration.
- Create office templates, maintain internal resources, and contribute to workflow improvements.
Receptionist/Runner - Kaufmann Dockrill & Associates - Belleville, ON
(2017-01 - 2018-12)
Delivered professional front-line service in a busy legal office.
- Managed multi-line phones, client inquiries, scheduling, mail, email, and fax correspondence.
- Assisted with client interviews, legal documentation, court forms, file preparation, and records management.
- Processed client payments, prepared receipts, completed office banking, and maintained confidentiality.
- Supported lawyers and legal assistants with file administration, document management, and legal office operations.
Receptionist - Reynolds O'Brien - Belleville, ON
(2016-01 - 2017-12)
- Managed reception operations, client intake, appointment scheduling, and communications with courts, clients, and external law offices.
- Prepared legal correspondence, wills, powers of attorney, client packages, and real estate documentation.
- Assisted with opening and closing files, maintaining records, and processing legal documentation.
- Utilized PC Law, Divorcemate, Zimbra, Conveyancer, and Microsoft Office to support daily legal operations.
Office Administrator - Century 21 Lanthorn Real Estate Ltd. - Madoc, ON
(2011-01 - 2016-12)
- Delivered professional customer service to clients in person, by phone, and via email.
- Maintained confidential records and coordinated documentation with legal offices.
- Managed appointments, administrative workflows, and daily office operations.
- Trained and supervised summer students.
- Updated office procedures and completed a full revision of the office Procedures Manual.
- Utilized Microsoft Office and industry software to support administrative and accounting functions.
Co-op Placement - Community Advocacy & Legal Centre - Belleville, ON
(2009-01 - 2011-12)
Supported client service, reception, document preparation, records management, and administrative operations in legal, automotive, and community service environments.
- Assisted with client communications, scheduling, file maintenance, presentations, reporting, and confidential documentation.
Receptionist - Belleville Toyota - Belleville, ON
(2008-01 - 2011-12)
Supported client service, reception, document preparation, records management, and administrative operations in legal, automotive, and community service environments.
- Assisted with client communications, scheduling, file maintenance, presentations, reporting, and confidential documentation.
Administrative Assistant - Central Hastings Support Network - Madoc, ON
(2009-01 - 2010-12)
Supported client service, reception, document preparation, records management, and administrative operations in legal, automotive, and community service environments.
- Assisted with client communications, scheduling, file maintenance, presentations, reporting, and confidential documentation.
