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Work Background
World Financial Group (WFG)LLQP Insurance Agent
Apr. 2025Rogersville, New Brunswick, Canada• Educating clients on personal finance, assisting with investment planning, retirement, and providing life insurance at World Financial Group (WFG).
• Developing strong communication and interpersonal skills while building trust with clients to help them achieve their financial goals.
Jean CoutuAccounting Bookkeeper
Apr. 2024 - Mar. 2025Dieppe, New Brunswick, Canada• Managed accurate accounting records including journal entries, accounts payable, and accounts receivable for Jean Coutu in Dieppe, New Brunswick.
• Ensured timely completion of month-end procedures, reconciled bank and credit card statements, and entered monthly accruals and prepaids to the general ledger.
Gautham LeBlanc MacPhee CPA’sSenior Bookkeeper
Dec. 2023 - Apr. 2024Moncton, New Brunswick, Canada• Completed data entry, tracked debits, and maintained financial records at Gautham LeBlanc MacPhee CPA’s.
• Reconciled bank accounts, ensuring accuracy between journals and bank statements.
• Processed accounts receivable/payable, handled payroll, and calculated sales tax efficiently.
Thierry Le Bouthillier (4 companies)Bookkeeping Clerk
Jun. 2020 - Dec. 2023Moncton, NB• Managed accurate accounting records for 4 companies, including journal entries and reconciliations
• Processed weekly payroll using Uattend and Ceridian software
• Oversaw administration of EFT and cheque payments
Admirals Investigations Atlantic Inc.Bookkeeper
Nov. 2019 - Apr. 2020• Processed accounts payable and receivable, ensuring accuracy and timeliness
• Prepared detailed account reports for management review
• Resolved account discrepancies efficiently to maintain financial integrity
First Canadian TitleTitle Officer
Apr. 2015 - Nov. 2019Moncton, NB• Managed legal document preparation and verification process for title transactions, ensuring quick and efficient service for customers
• Handled appointment confirmations and notary signatures, maintaining a smooth workflow for all key parties involved
• Conducted property research to guarantee transaction viability and accuracy, contributing to customer satisfaction and trust
H&R BlockTax Specialist
Feb. 2015 - May. 2015Dieppe, NB• Examined client’s documents and obtained additional information to reduce or eliminate taxes
• Prepared tax returns for individuals and families using electronic filing software
• Reviewed data input to detect errors and organized tax files for clients
Rodd Moncton Front Desk Agent/Night Auditor
Jan. 2012 - Dec. 2014Moncton• Greeted guests at Rodd Moncton, providing room information and rates, ensuring a positive first impression.
• Managed hotel policies and activities inquiries, both in person and over the phone, enhancing customer satisfaction.
• Maintained accurate inventories for vacancies and reservations, optimizing room allocation efficiency.
• Compiled guest account reports manually and electronically, ensuring accurate billing and record-keeping.
Circle KSenior Customer Sales
Jan. 2011 - Dec. 2012Dieppe• Balanced cashiers daily cash flow and prepared bank deposits
• Managed inventory orders and processed store audits efficiently
• Utilized strong attention to detail and organizational skills in daily tasks
La Co-Operative de RogersvilleCashier/Office Clerk
Jan. 2009 - Dec. 2010Rogersville• Balanced cashiers cash flow and handled accounts receivable efficiently at La Co-Operative de Rogersville.
• Answered telephone calls promptly and transferred them accordingly to provide excellent customer service.
• Prepared and delivered bank deposits accurately to ensure financial transactions were processed smoothly.
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