JEANNETTE THOMPSON
Oakville,ON
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
11
11
years of professional experience
Work History
Adminstrative Assistant
ScotiaMcLeod
07.2023 - Current
- Ensure effective client administration by managing all administrative processes and escalations requiring investigation
- Consistently demonstrate high levels of client service by:supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner - Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts
- Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience
Credit Officer Intern
Canadian Wealth Management, Scotiabank
05.2020 - 08.2022
- Generating and interpreting various reports to identify accounts that pose credit and market risk
- Monitoring market activities for security price fluctuations
- Analyzing trading patterns and activity
- Compiling and preparing statistics and trend reports
- Learning how the bank's risk appetite and risk culture should be considered in day-to-day activities
- Training incoming staff in the tasks I performed
- Assisting customers with their accounts
- Moving money between accounts for customers.
Lifeguard
PPL Group
06.2019 - 08.2019
- Pool supervision, first aid, chemical testing and balancing, pool/deck cleaning and public relations.
Swim Instructor And Lifeguard
Oakville Swim Academy
01.2018 - 08.2018
- Responsibilities: teaching, lesson development, swim testing, camp programming and pool supervision.
Assistant Teacher
Live To Dance Academy
01.2014 - 01.2018
- Taught Ballet (Baby to Grade 4 RAD) and Acro.
Finance Assistant
Peel Children's Centre
04.2017 - 08.2017
- SHSM co-op placement for five weeks
- Key responsibilities: verified purchasing invoices, accounts payable and petty cash
- Co-op grade of 97%.
Education
BBA - Operations
Brock University
St. Catharines, ON06.2023
Skills
- Time Management
- Strong Problem Solver
- Critical Thinking
- Customer Service
- Data Entry
- Office Administration
- Customer and client relations
Timeline
Adminstrative Assistant
ScotiaMcLeod
07.2023 - Current
Credit Officer Intern
Canadian Wealth Management, Scotiabank
05.2020 - 08.2022
Lifeguard
PPL Group
06.2019 - 08.2019
Swim Instructor And Lifeguard
Oakville Swim Academy
01.2018 - 08.2018
Finance Assistant
Peel Children's Centre
04.2017 - 08.2017
Assistant Teacher
Live To Dance Academy
01.2014 - 01.2018
BBA - Operations
Brock University
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