Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic

Jade Dunlop

Toronto,Canada

Summary

Versatile professional with a strong background in research, client relations, and operational support across diverse industries. Experience includes managing complex logistics, coordinating teams, and providing administrative support for travel and project management initiatives. Excels in optimizing workflows, liaising with clients, and delivering seamless support to ensure successful project execution. Proven ability to create impactful reports and handle data analysis, bringing a proactive and detail-oriented approach to every role. Adaptable and dedicated, committed to adding value and supporting organizational success in any capacity.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior UX Research Assistant

Phase 5
11.2023 - 07.2024
  • Managed participant quotas and coordinated with recruitment teams to ensure accurate representation and timely fulfillment of research study requirements
  • Acted as the main point of contact with clients, closely aligning on research objectives and updates to ensure that project deliverables met client expectations
  • Developed comprehensive reports and executive summaries tailored for both internal stakeholders and client audiences, synthesizing key findings and actionable insights
  • Organized and scheduled meetings, coordinating across multiple calendars to prevent conflicts and ensure smooth workflow among team members and stakeholders
  • Oversaw the timely and accurate payment of research incentives to participants, maintaining positive engagement and adherence to budgetary guidelines
  • Conducted qualitative analysis, summarizing interviews and identifying trends to contribute valuable insights to research projects
  • Collaborated with executives and partners to set clear research goals, refining project scopes to align with broader organizational objectives and research strategies

Senior Research Assistant

Phase 5
07.2018 - 11.2023
  • Recruited research participants both locally and internationally, applying targeted outreach strategies to meet diverse project needs and quotas
  • Coded and analyzed survey responses in both English and French, providing nuanced insights and ensuring bilingual data integrity
  • Documented key points by taking detailed minutes during meetings and research interviews, supporting accurate record-keeping and informed decision-making
  • Organized and managed logistics for on-site and remote focus groups, as well as In-Depth Interviews (IDIs), ensuring smooth and effective research sessions
  • Coordinated research schedules and participant bookings, efficiently managing research calendars to maintain timelines and client satisfaction
  • Liaised with external venues for off-site research meetings, coordinating with venue staff to ensure appropriate setup and resources
  • Programmed online surveys for international audiences via platforms such as Qualtrics
  • Managed shipping logistics to deliver essential documents, handouts, and promotional materials to conferences and events, ensuring timely and organized delivery
  • Transcribed interviews and entered data accurately into Excel databases, supporting data accessibility for analysis and reporting
  • Created and scheduled social media content through HubSpot, enhancing brand presence and engaging with target audiences
  • Edited research reports and client PowerPoint presentations, refining content for clarity and impact
  • Printed, bound, and organized meeting materials to support professional presentations and smooth information sharing with clients

Office Coordinator

Phase 5
05.2017 - 11.2023
  • Cultivated a warm, professional atmosphere by greeting clients and visitors and addressing inquiries with efficiency and courtesy
  • Managed high-volume, multi-line phone systems to ensure prompt and accurate communication, connecting clients and team members with appropriate contacts
  • Handled all general email communications, maintaining a quick response rate to support client relationships and team needs
  • Oversaw end-to-end planning and logistics for on-site and off-site meetings, events, and conferences, ensuring seamless execution
  • Maintained a safe, organized, and fully operational workspace by coordinating cleaning schedules, troubleshooting and repairing office equipment, and managing maintenance requests
  • Prepared and submitted expense reports for executives, ensuring accuracy and timely processing
  • Reconciled office petty cash, corporate credit accounts, and departmental expenses to support financial integrity
  • Organized and hosted staff events, including holiday celebrations, birthdays, and team-building activities, promoting a positive and cohesive work environment
  • Coordinated with building management on-site security, emergency protocols, and compliance requirements to ensure a secure and well-regulated office environment
  • Supervised part-time and seasonal staff, managing schedules, delegating daily tasks, and supporting professional development
  • Monitored and replenished office supplies and equipment, negotiating with vendors to maintain cost-effective stock levels
  • Assisted in developing and enforcing office policies to improve efficiency, safety, and organizational standards

Administration Representative - 4 Month Contract

Worldsource Wealth Management Inc.
10.2016 - 02.2017
  • Verified the accuracy of financial data, proactively identifying and correcting discrepancies using platforms like EWMS, RPM Open Sales, and FundServ
  • Ensured accurate reporting of portfolio values and transactional data to maintain financial integrity and client trust
  • Monitored for unresolved issues, promptly escalating complex or persistent discrepancies to appropriate departments for timely resolution
  • Adapted to evolving firm needs by performing various ad hoc tasks, demonstrating versatility and responsiveness in a dynamic work environment
  • Prepared and processed account documentation, including opening, closing, and transferring client accounts, ensuring accuracy and adherence to industry standards
  • Managed confidential client records, securely organizing and updating documents to maintain compliance with data protection regulations

Operations Administrative Assistant - 3 Month Contract

I Love Travel
06.2016 - 09.2016
  • Monitored and responded promptly to urgent inquiries and requests through the 24-hour Emergency Line, providing immediate support to travelers and resolving issues in real-time
  • Organized essential travel documents by printing, filing, and creating comprehensive binders with detailed itineraries and ticket attachments to streamline trip preparation and on-site coordination
  • Maintained effective communication with vendors, suppliers, and internal staff, building strong partnerships to ensure seamless service delivery
  • Created, reviewed, and updated traveler rooming lists and insurance details, guaranteeing that accommodations and coverage were accurately aligned with client requirements
  • Managed flight, hotel, and passenger itinerary records, carefully documenting all travel arrangements to facilitate smooth logistical operations
  • Conducted thorough pre-departure checks of trip details and passenger documents, identifying and resolving discrepancies to ensure itinerary accuracy and client satisfaction
  • Assisted with booking and confirming travel arrangements, from transportation to accommodations, ensuring timely reservations for group travel
  • Coordinated with tour guides, chaperones, and external partners to ensure that all aspects of group travel itineraries were aligned and accurately communicated
  • Supported the finance team by tracking and reconciling payments for travel bookings, maintaining organized records to assist in budget monitoring and financial reporting
  • Maintained accurate records of all client interactions, travel details, and emergency contacts within CRM software, enabling efficient data retrieval and client service
  • Developed and distributed pre-departure information packets, equipping travelers with vital details on itinerary logistics, emergency contacts, and travel tips
  • Provided post-trip support by assisting with feedback collection and addressing any follow-up requests, helping enhance service quality for future trips

Registration Officer - 6 Month Contract

Worldsource Wealth Management Inc.
10.2015 - 04.2016
  • Led data migration from Maximizer Database to Microsoft Dynamics CRM, ensuring seamless integration and minimizing data loss for improved database performance and user accessibility
  • Organized and maintained comprehensive records by filing submissions and updating representative profiles in both hard-copy and digital formats, supporting data accuracy and compliance with industry standards
  • Coordinated registration processes by effectively communicating with staff and management, ensuring timely completion and adherence to compliance requirements
  • Conducted data quality checks within CRM systems, identifying and resolving discrepancies to uphold data integrity and support accurate reporting
  • Provided administrative support to the Registrations Department, including organizing files, preparing documentation, and assisting in audit preparations, to enhance department efficiency
  • Updated registration records to reflect current licensing statuses and regulatory compliance, minimizing the risk of lapses or errors in representative certifications
  • Supported training initiatives by assisting team members in navigating new CRM features post-migration, promoting system adoption and effective use
  • Collaborated with compliance officers to ensure all registration documentation aligned with industry regulations, supporting audit readiness and regulatory adherence

Operations Coordinator

I Love Travel
01.2015 - 08.2015
  • Conducted thorough audits of group files, rooming lists, passenger records, flight details, and invoices to ensure accuracy and compliance, supporting seamless travel experiences for clients
  • Researched and analyzed costs for existing programs, custom client requests, and business travel for staff, identifying cost-saving opportunities to maximize profitability
  • Cultivated and maintained strong relationships with key suppliers, negotiating favorable terms and enhancing service quality to support reliable and cost-effective travel solutions
  • Created and updated detailed travel records, including flight, hotel, and passenger itineraries, issuing tickets to travelers and ensuring accurate documentation
  • Provided exemplary customer service by addressing traveler inquiries, resolving issues promptly, and offering comprehensive support throughout the travel process
  • Monitored payments, tracked outstanding balances, and resolved inquiries in the reservation system, ensuring timely collection and maintaining accurate financial records
  • Conducted outbound accounts receivable calls to follow up on outstanding payments, supporting financial stability and timely revenue recognition
  • Delivered 24/7 operational support to internal staff worldwide, providing guidance and solutions in real-time to address any location-based challenges

Education

Diploma - Travel and Tourism

Seneca College of Applied Arts and Technology
01.2015

Certificate - French Language

George Brown College Continuing Education
01.2014

Radio and Television Broadcasting Technology/Technician -

Centennial College
01.2006

Skills

  • Reporting
  • Research Skills
  • Electronic Document Management System (EDMS)
  • Problem-Solving
  • Time Management
  • Microsoft Office
  • Teamwork and Collaboration
  • Data Collection
  • Analytical Thinking
  • Schedule Coordination
  • Office Administration
  • Office Management

Websites

Certification

  • Amadeus GDS Proficiency
  • TICO Certification

Languages

French
Russian
English

Timeline

Senior UX Research Assistant

Phase 5
11.2023 - 07.2024

Senior Research Assistant

Phase 5
07.2018 - 11.2023

Office Coordinator

Phase 5
05.2017 - 11.2023

Administration Representative - 4 Month Contract

Worldsource Wealth Management Inc.
10.2016 - 02.2017

Operations Administrative Assistant - 3 Month Contract

I Love Travel
06.2016 - 09.2016

Registration Officer - 6 Month Contract

Worldsource Wealth Management Inc.
10.2015 - 04.2016

Operations Coordinator

I Love Travel
01.2015 - 08.2015

Certificate - French Language

George Brown College Continuing Education

Radio and Television Broadcasting Technology/Technician -

Centennial College

Diploma - Travel and Tourism

Seneca College of Applied Arts and Technology

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Jade Dunlop