Tracy Yan

Background

About Tracy Yan

Work Experience ACCOUNTS PAYABLE AMICO CORPORATION – Richmond Hill, ON 2019-06 – Present PROFESSIONAL EXPERIENCE • Matching and approving suppliers' and contractors' invoices Pos and packing slips • Handling credits and return deliveries • Statements and responding to payment inquiries • Setting up and updating vendors (including EFT bank information) • Vendor credit applications • Matching, checking and entering all utility and maintenance invoices • Dealing with price discrepancies and short shipments • Chargeback invoices received from other divisions • In charging Vendor and Contractor invoices and year-end filing CUSTOMER SERVICE REPRESENTATIVE SINALITE - Markham, ON 2015-01 - 2018-04 PROFESSIONAL EXPERIENCE • Expert at interdepartmental coordination and communication. • Skilled with Adobe Acrobat Pro and Microsoft Office • Supervise the assessment of all graphic materials in order to ensure quality and accuracy in the design and printing. • Recommended and consulted with clients on the most appropriate design and printing stock options based on their overall marketing goals. • Quality control and tracking shipment claims with UPS and FedEx. FINANCIAL SERVICE REPRESENTATIVE TD CANADA TRUST - Toronto, ON 2013 - 2015 PROFESSIONAL EXPERIENCE • Key contributor to awards earned Front Row Centre and Top Advisor by recognizing the high scores of sales product and legendary customer experience survey in the North York district. • Excellent product & services sales, recognized for the high quality of work and ability to interact positively with clients. • Strong accountability and ability to develop and maintain solid client relationships. • Identify high-quality clients and refer to wealth partners (IA and FP) to earn customer loyalty by combing extensive product knowledge with good receiving and analysis skills to provide honest, straightforward advice designed to perform well and meet clients' expectations. • Excellent time management and controlling procrastination skills. • Improved customer experience with the bank by coordinating the mentoring program; trained new FSRs on investment and lending (mutual fund, self-direct, wealth relationship, mortgage, loans, LOC) conversations successfully combined with financial advisor tools handling and providing performance feedback. Education Bachelor of Arts in Business Administration (B.B.A.), St. John's Memorial University of Newfoundland 2007