Passport Worker Team Lead - Catulpa Community Support Services - Barrie, ON
(2024-01)
- Serve as Team Lead in addition to the Passport Worker role, supporting onboarding and orientation of new staff through mentoring, responding to inquiries, and providing direction as required.
- Provide day-to-day assistance, support, and consultation to the Passport Team.
- Ensure completion of monthly reporting and statistics, track trends for review and analysis for discussion with the Supervisor.
- Develop new service delivery techniques, share resource information, and provide case coverage as required.
Direct Funding Worker - Catulpa Community Support Services - Barrie, ON
(2021-01 - 2023-12)
- Supported the allocation of Passport Funds to recipients through the provision of information and required documentation.
- Communicated and provided information to clients, families, and community support teams regarding funding allocations, eligible expenses, documentation requirements, invoice submission, and practices.
- Supported the funding entity, Passport One, in processing invoices by monitoring and resolving invoice issues, exception requests, and changes in personal information, while maintaining the provincial database utilized by Passport One.
- Assisted Passport recipients in developing person-directed plans for their services and provided information and assistance to begin implementing those plans as required.
Quality and Innovation Systems Coordinator - Empower Simcoe - Barrie, ON
(2015-01 - 2021-12)
- Responsible for the timeliness, quality, and accuracy of all work; ensured that any quality issues identified were reported to the supervisory team and addressed in a timely manner.
- Developed and implemented monthly auditing, quality requirements, and procedures to maintain agency accreditation.
- Maintained and updated policies and procedures related to the Quality Department on the PolicyTech system and ensured compliance with Ministry requirements.
- Helped conduct workplace investigations into client issues and complaints, devised strategies and resolutions.
- Managed clients' Passport dollars, successfully retaining 211 individuals totalling $1.5 million.
- Coordinated with agency staff and the Finance Department to process monthly invoices and reconciled individual funding allocations.
Administrative Assistant – Continuous Quality Improvement - Empower Simcoe - Barrie, ON
(2007-01 - 2015-12)
- Prepared and distributed agendas, reports, and meeting minutes; assisted in ongoing monthly projects and presentations for internal and external committees.
- Scheduled and coordinated meetings, appointments, consultations, and distribution of correspondence.
- Created, organized, and maintained electronic and paper file tracking systems for rights restrictions, complaints received, and psychoactive medication data; summarized and analyzed data.
- Assisted in planning and executing the agency's re-accreditation process with The Council on Quality and Leadership, resulting in a four-year accreditation.
- Arranged meetings including venue bookings, equipment and services setup, and meal and refreshment ordering.
Executive Assistant - Ganz Realty - Toronto, ON
(2003-01 - 2007-12)
- Provided daily administrative support to the Property Manager and Construction Manager.
- Scheduled meetings for the Property Manager and provided supporting documents including agendas, meeting minutes, leasing reports, and property board presentations.
- Recorded and processed incoming tenant rent payments and followed up on outstanding balances.
- Filed accounts receivable and payable, leases, contracts, and other invoices.
- Collected and tracked tenant insurance certificates and monitored lease expiration dates.
- Received and forwarded telephone and electronic inquiries; processed and verified applications, receipts, and other documents.
Marketing Assistant - Royal LePage / Brookfield Properties - Toronto, ON
(2001-01 - 2003-12)
- Created and updated proposals, contracts, project checklists, and other materials as requested.
- Coordinated team members' calendars; clearly documented all pertinent information and assisted team members in preparation for meetings.
- Assisted in the preparation of marketing seminars and corporate events.
- Maintained various resource schedules and supported brokers with the design, production, and distribution of marketing materials including proposals, presentations, and offering memoranda.
Marketing Coordinator - Unico - Concord, ON
(1999-01 - 2001-12)
- Acted as liaison and provided support to the Marketing Manager; created presentations, forms (using InDesign), meeting invitations, agendas, and meeting minutes.
- Attended and participated in off-site meetings, trade shows, and store locations for product promotion and sampling, managed travel bookings and arrangements.
- Researched and provided analysis on market trends using AC Nielsen, Sales Volume Recaps, and Pricing Strategies.
- Provided support with correspondence, filing, telephone management, and database administration.
