DIANA LUPANCHUK
Brandon/The Pas,MB
Summary
Adaptable student with a strong history of successful projects and leadership. Well-spoken and respectful, adding value to any team. Eager to learn new skills and expand knowledge.
Overview
2
2
years of professional experience
Work History
Legal Assistant/Office Administrator/Bookkeeper
Pelletier Law Office/Treo Law LLP
Brandon, MB
07.2023 - 07.2024
- Maintained client confidentiality in all matters.
- Proofread drafts of legal documents for accuracy in grammar and punctuation.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Supervised staff members, organized schedules and delegated tasks.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Provided training to new hires on office policies and procedures.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Administered payroll for 9 employees and maintained proper documentation of employee personnel.
- Create spreadsheets in Excel to track data such as vacation requests, sick days, and banked time.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Maintained and reconciled general/trust accounts.
- Generated invoices for clients and tracked payments received from customers.
- Provided assistance in preparing tax returns annually.
- Developed strategies to reduce costs while improving efficiency within the accounting department.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Received and recorded cash, checks and transfers.
Office Administrator
Action Power
Brandon, MB
12.2022 - 07.2023
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Processed financial documents, contracts, expense reports and invoices.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Created memos, letters and other documents, fostering internal and external communication.
- Filtered emails based on importance and escalated issues to leadership.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Managed service agreements and purchase orders to drive budget performance and meet schedule requirements.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Reconciled computer reports with manually maintained ledgers.
- Handled bi-weekly payroll services for 10 employees.
Finance and Insurance Manager
Action Power
Brandon, MB
10.2022 - 07.2023
- Developed and recommended personal or commercial loan packages for clients.
- Building rapport.
- Informed customers of loan application requirements and deadlines.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Identified valuable solutions for customers with credit problems.
Tax Preparer
Westman Tax Services
Brandon, MB
02.2022 - 06.2022
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Interviewing clients and getting to know their history.
- Paying attention to detail.
- Maintaining solid communication with my co-workers.
Education
Legal Administration
Brandon, MBBachelor of Arts - Psychology
University of Athabasca
Athabasca, ABSkills
- Fluent in Ukrainian and Russian
- Creative
- Adaptable
- Quick learner
- Honest, responsible, reliable, and friendly
- Skilled at problem solving
References
SUSAN GREXTON Owner
Westman Tax Services
(204)727-2468
COURTNEY A. BUCKMAN Partner
Treo Law LLP
(204)232-4695
Timeline
Legal Assistant/Office Administrator/Bookkeeper
Pelletier Law Office/Treo Law LLP
07.2023 - 07.2024
Office Administrator
Action Power
12.2022 - 07.2023
Finance and Insurance Manager
Action Power
10.2022 - 07.2023
Tax Preparer
Westman Tax Services
02.2022 - 06.2022
Legal Administration
Bachelor of Arts - Psychology
University of Athabasca
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