Consultant/ Onboarding Specialist - S8 Acquisition - West Palm Beach, FL
(2024-01 - 2026-06)
- Lead Outreach: Message or call potential clients through direct messages (DMs), emails, or phone.
- Lead Qualification: Assess a prospect's financial ability, current problems, and goals to ensure they match the premium offer.
- Objection Handling: Answer early questions and clear minor doubts before the main sales pitch.
- Calendar Booking: Schedule meetings directly onto the sales closer's or business owner's calendar.
- Consistent Follow-Up: Re-engage cold or unresponsive leads with persistent, value-driven messages.
- CRM Management: Log all lead interactions, call notes, and pipeline stages accurately.
- Handoff Reporting: Brief the sales closer on the prospect's background, pain points, and specific goals.
- Onboarding clients: Collected payment, booked appointments for onboarding and connected clients with advisors to help start their investment.
Veterinary Assistant - Bellamy Lawerence Animal Hospital - Scarborough, ON
(2022-05 - 2023-12)
- Sterilize equipment and clean examination tables and rooms
- Restrain animals during examinations or vaccinations
- Soothe upset or frightened animals
- Observe animal behavior or health condition and report to the Vet
- Help in cases of emergencies
- Handle administrative duties such as scheduling appointments or calling patients in the examination room by priority
- Keep accurate records and logs
- Reassure clients that their pets are being cared for and explain issues (e.g. lack of appointments, insurance matters)
- Advise pet owners on nutrition and healthcare
Veterinary Assistant/Receptionist - Millwoods East Veterinary Clinic - Edmonton, AB
(2020-12 - 2021-10)
- Clean and sterilize instruments, equipment, and tools
- Ensure exam and operating rooms are stocked and sterilized
- Change animal bandages, bedding, and kennel materials
- Ensure all cages and kennels are clean
- Administer medications
- Assist in collecting samples such as blood or urine for testing
- Communicate with owners and families on surgery and recovery instructions
- Perform administrative duties such as updating files and processing payments
- Submitting insurance claims
- Performing diagnostic imaging and laboratory tests.
- Complying with hospital standards, rules, regulations, and policies.
Veterinary Receptionist - Glenora Cat Clinic - Edmonton, AB
(2020-09 - 2020-12)
- Provide customer service such as greet customers, answer questions, process incoming patients, and handle payments.
- Answer phone calls, which may involve answering questions and screening and scheduling appointments.
- Handle incoming and outgoing mail and email.
- Update and file patient charts.
- Enter data into a computerized billing program.
- Process credit card payments and prepare bank deposits.
- Retrieve prescriptions.
- Assist with pet supply purchases such as pet food, supplements, and grooming items.
- Maintain the cleanliness of the waiting room.
Animal Care Attending/ Reception - Eagles Landing Animal Hospital - Vaughan, ON
(2018-08 - 2019-09)
- Ensure cleanliness of work areas and animal cages
- Feed and bathe resident animals according to prescribed schedules and nutrition plans
- Walk domestic animals as required and provide other healthy exercise programs
- Manage supplies and inventory as instructed
- Assisted Veterinary Technicians and Veterinarians with vaccinations, surgery
- Cleaned hospital and surgical tools
- Administer prescribed topical and oral medications
- Observe and record changes in animal behavior and health
- Keep kennels clean and supplied with food and water
- Assists vet techs with check ups, blood drawing, and other health care duties.
- Cleaning and organizing the restroom and lobby, as well as standard upkeep throughout the facility
Veterinary Assistant/Receptionist - Eglinton Animal Hospital - Mississauga, ON
(2016-09 - 2018-08)
- Maintains animal records by documenting animal conditions, reactions, and changes; updating database.
- Keeping supplies ready by inventorying stock; placing orders; verifying receipt.
- Supporting operations by assembling required supplies and instruments; setting-up surgery table instruments; restraining animals; assisting in taking X-rays, hooking-up ECG monitors; preparing surgical site; placing catheters; obtaining blood gases; cleaning-up post-surgical site; maintaining sterile conditions; obtaining and verifying medications.
- Explaining medication to owners and updating them with their animals condition.
Receptionist/Assistant - The Pain Clinic - Toronto, ON
(2014-04 - 2016-09)
Part time/Full time: Mornings, afternoons and weekends)
- Clean & set-up patient rooms
- Telephone/faxed prescriptions to a pharmacy
- Collect and prepare laboratory specimens
- Measure patients weight and height- Adults and Children
- Monitor/record medical inventory levels
- Prepare patient for examination
- Restock supplies in patient rooms
- Take and record vital signs
- creating and maintaining patient charts, mailing of forms, coordinating chart requests, invoicing uninsured fees, faxing reports, completing physician's sent tasks.
- Booking patients in for appointment/rechecks
