Administration and Customer Success - Synergic Software Inc - Toronto, ON (Remote)
(2025-02)
- Coordinating various meetings and preparing meeting materials for presentation
- Work closely with leadership and play a meaningful role in the company's growth
- High level of autonomy and ownership
- Serve as the primary point of contact for internal and external stakeholders. Screen and prioritize incoming communications, including emails, phone calls, and meeting requests. Draft and edit correspondence on behalf of the business as needed.
- Handling confidential information with discretion at all times.
- Managing several corporate accounts
- Delivering timely support and personalized assistance, including regular monthly "customer success check-ins" with existing clients
- Conducting onboarding sessions to help new customers understand product features and best practices.
- Building strong relationships with clients to drive engagement, satisfaction and long-term retention.
- Monitor customer accounts, usage and performance metrics to identify opportunities for improvement.
- Resolve customer issues efficiently through proactive communication and problem-solving.
- Proficiency with Microsoft and Google Workspace, CRMs, Trello, cloud-based apps, Zoom, Slack, Calendly and other communication and project management tools
- Fluent with AI and productivity tools, with the ability to build them into daily workflows
- Engagement, content strategy and social media management regularly.
Executive Assistant to the President & CEO and Administration - AMJ Inc/Toronto West - Mississauga, ON
(2022-03 - 2025-02)
- Providing direct and high-level executive (C-Suite) support to the President and CEO of AMJ Inc. Being able to anticipate his needs in a professional and tactful manner
- Coordinate and manage the CEO's complex and ever-changing schedule, including scheduling in-person, offsite and virtual meetings, conference calls, and appointments. Anticipate conflicts and proactively resolve scheduling issues to ensure optimal time management. Multi-tasking at its best!
- Arrange domestic and international travel logistics for the CEO, including flights, accommodations and transportation. Provide detailed itineraries and ensure all travel arrangements align with the CEO's preferences and priorities. Also booking travel arrangements for other senior management and special guests
- Coordinating various meetings and preparing meeting materials for presentation
- Providing executive and administrative support to a large team at the corporate office, SVPs, various senior management and Board of Directors, as required (including, but not limited to, using both physical and digital signatures for some legal documentation required throughout the calendar year)
- Serve as the primary point of contact for internal and external stakeholders seeking access to the CEO. Screen and prioritize incoming communications, including emails, phone calls, and meeting requests. Draft and edit correspondence on behalf of the CEO as needed.
- Cultivate and maintain positive relationships with key stakeholders, including board members, executives, clients, and our 29 other agencies. Represent the CEO professionally and effectively in interactions with internal and external contacts.
- High level of discretion, including sensitive personal, deal and financial information.
- Managing several corporate accounts for the AMJ branches for industry specific platforms and more
- Managing and maintaining the company's corporate cellular accounts which includes acting as a liaison with the service provider, setting up new users, troubleshooting and maintaining inventory of all hardware and accessories
- Managing One Local & Google reviews for multiple locations, up to and including communication with customers on an as needed basis
- Process monthly expense submissions. Submit and process purchase orders and invoices on the internal system.
- Manage and distribute corporate sporting event account and tickets
- Coordinating with external partners to provide staff with "employee perk" programs
- Experience operating within a multi-entity business
- Assisting with many special projects and corporate events on a regular basis
Office, Account and Customer Care Manager - AMJ Campbell Kitchener-Waterloo - Cambridge, ON
(2021-11 - 2022-03)
- Account manager for several commercial accounts, including logistic and administrative tasks involved
- Facilitated Health and Safety training within IHSA and other programs
- Knowledgeable with e-Clearance – WSIB, NEER and other WSIB related items
- Generate and email customer quotes, Pos and invoices via multiple billing systems
- Managing vendor accounts, posted cash, EFTs and cheques to customer accounts
- Coordinated weekly payroll functions for up to 40 hourly employees, 15-20 bi-weekly salaried employees and various commission-based sales staff and drivers
- Responsible for data entry into Direct systems on a daily basis
- Administered online banking functions
- Reduced credit period from 90 to 60 days and 60 to 30 days or less and maintaining this cash flow
- Performed accounts receivable functions on a regular basis
- Provide customer service over the phone, via email and in person
- Successful with internal conflict resolution on a regular basis
- Monitor in-house scheduling system (industry specific)
- Complete credit applications for new vendors and clients
- Executive Assistant duties for four senior management/partners
- Created in house policy and procedure manual for both hourly and salary staff that was then utilized for several other franchises
- Creating and managing multiple job descriptions and postings.
Office Manager, A/R, Account Management - AMJ Campbell Kitchener-Waterloo - Cambridge, ON
(2019-09 - 2021-11)
Office Manager & Accounts Receivables - AMJ Campbell Kitchener-Waterloo - Cambridge, ON
(2014-09 - 2019-09)
Accounting Assistant - AMJ Campbell Kitchener-Waterloo - Cambridge, ON
(2011-01 - 2014-09)
Office Manager/Front Desk Administration - Wilson Health Services - Cambridge, ON
(2008-08 - 2011-01)
- Completed all administrative and clerical tasks, such as answering phone calls, responding to emails, and preparing documents including office correspondences, memos, and in-house video presentations.
- Executive assistance to the owner and partners of the clinic
- Maintained and organizes office operations and procedures, such as filing systems and computer database
- Assist with vendor correspondence and submitting supply requisitions.
- Assisting with recruiting tasks, such as posting jobs and pre-screening candidates.
- Performing bookkeeping tasks such as invoicing, monitoring accounts receivable, and payroll.
- Built a good relationship with all staff members and assisting them with tasks.
- Tasked with opening and closing of office each day
