Virtual Assistant, Administrator, Intake SpecialistVirtual Assistant, Administrator, Intake Specialist

Key Achievements:

• Performed quality assurance and call monitoring to assess customer interactions, communication quality and adherence to expected service standards. • Reviewed calls and customer interactions, identified areas for improvement, and supported consistent service delivery across the sales team. • Provided feedback and administrative support to help improve sales consultants’ customer communication, processes and overall performance. • Supported the Sales Manager with daily administration, CRM updates, scheduling, reporting and follow-up activities. • Handled inbound and outbound sales calls, followed up on leads and engaged prospective and existing customers to understand their moving and storage needs. • Supported the sales process from initial enquiry through follow-up and conversion, helping ensure opportunities were properly managed. • Maintained accurate customer and CRM information and ensured relevant follow-ups were completed. • Supported recruitment of sales consultants by conducting interviews, providing training and assisting with placements. • Trained sales consultants on processes, customer service expectations and effective communication with prospective clients.

Key Achievements:

• Conducted client intake and gathered accurate information to understand client needs and determine appropriate next steps. • Scheduled appointments, maintained client records and coordinated follow-ups. • Collected and verified information while maintaining attention to detail and confidentiality. • Worked toward daily retainer targets while maintaining a professional and client-focused approach

Key Achievements:

• Handled high-volume inbound and outbound customer calls while maintaining professional and customer-focused communication. • Resolved customer queries and assisted customers by understanding their needs and providing appropriate information and solutions. • Verified and updated customer information accurately while maintaining clear records of interactions. • Used active listening and problem-solving skills to identify the cause of customer issues and work toward effective resolutions. • Managed difficult or escalated customer interactions calmly and professionally, with a focus on customer satisfaction. • Followed required processes and service standards consistently while working in a target-driven call-centre environment.

Key Achievements:

Administrative support: Manage union documents, correspondence, filing, and office records. Meeting coordination: Schedule meetings, prepare agendas, record minutes, and follow up on decisions and action items. Member communication: Communicate with union members about meetings, updates, activities, and important notices. Record-keeping: Maintain accurate membership records, attendance registers, and resolutions. Grievance support: Receive and document members’ complaints and workplace grievances and refer them to the appropriate union representatives. Labour relations: Assist with correspondence relating to workplace disputes, disciplinary matters, and collective bargaining. Reporting: Prepare reports and provide administrative updates to union leadership. Confidentiality: Handle sensitive member information and union matters professionally. Event coordination: Organize union meetings, workshops, training sessions, and other activities. Compliance: Ensure that records and administrative procedures follow the union’s constitution and applicable labour laws.

Key Achievements:

• Provided professional banking services while building strong relationships with customers and identifying opportunities to meet their financial needs. • Promoted and sold banking products and services based on customer needs, financial requirements and suitability. • Conducted customer needs analysis through conversations with clients and recommended relevant banking solutions and products. • Identified sales opportunities during customer interactions and provided clear product information to support informed customer decisions. • Worked toward sales and business development targets while maintaining high standards of customer service and relationship management. • Built and maintained customer relationships through professional communication, follow-ups, service excellence and a customer-first approach. • Supported account and product growth by identifying opportunities to deepen existing customer relationships. • Handled cash transactions accurately and responsibly, demonstrating strong attention to detail and financial controls. • Processed and assisted with foreign exchange transactions while maintaining accuracy and professional service. • Maintained confidentiality and accuracy when handling customer and financial information. • Explained banking products and services clearly to customers and assisted them with questions relating to their banking needs. • Balanced the need to achieve sales targets with responsible, service-driven interactions and accurate transaction processing

Key Achievements:

• Managed reception, appointments and front-desk communication. • Maintained files and supported accurate administrative record keeping