Jenna Thek
Courtice
Summary
Detail-oriented individual with exceptional communication and organizational skills, with a demonstrated ability to learn quickly. Skilled at working independently and collaboratively in a team environment. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments and adapt to new situations. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
9
9
years of professional experience
Work History
CBS ASSOCIATE – Investments
Tangerine
01.2023 - Current
- Creates new Mutual Fund Portfolios for clients.
- Places trades such as Internal transfers, external transfers, purchases, and redemptions.
- Processes transfer-ins, transfer-outs, cheque deposits, and beneficiary requests.
- Completes data entry tasks with efficiency and accuracy.
- Maintains detailed records of client transactions, ensuring compliance with regulatory requirements and internal policies.
- Ensures timely execution of client requests adhering to established trade procedures and service level agreements.
CBS ASSOCIATE - Registered Products
Tangerine
01.2020 - 01.2023
- Processed transfer-ins, transfer-outs, and beneficiary requests.
- Completed data entry tasks with efficiency and accuracy.
- Verified amounts and integrity of cheques or funds transfer.
DESIGN ASSISTANT
Ayanna Augustine
01.2021 - 01.2021
- Researched fixtures and furnishings aligned with project requirements and design style.
- Gathered price quotes from contractors and vendors to create project cost estimates for client review and approval.
- Tracked order shipments to monitor deliveries and viewed arriving items to confirm correctness.
SALES ASSOCIATE
American Eagle Outfitters/Aerie
01.2017 - 01.2020
- Processed POS transactions including cash, and credit purchases or refunds.
- Helped customers complete purchases, locate items, and join rewards programs to promote loyalty, satisfaction, and sales.
- Maintained knowledge of current promotions, exchange guidelines, payment and policies and security practices.
HOME STAGING ASSISTANT
Shortell Interiors
01.2019 - 01.2019
- Selected furniture, light fixtures, and accessories to create unique and inviting rooms to meet customer vision.
- Assisted with furniture set up and destaging in client residences.
Education
Interior Decorating Diploma -
Georgian College
04-2021
Ontario Secondary School Diploma -
Holy Trinity CSS
06-2019
Skills
- Friendly, positive attitude
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Critical thinking
- Organizational skills
- Problem resolution
- Decision-making
Timeline
CBS ASSOCIATE – Investments
Tangerine
01.2023 - Current
DESIGN ASSISTANT
Ayanna Augustine
01.2021 - 01.2021
CBS ASSOCIATE - Registered Products
Tangerine
01.2020 - 01.2023
HOME STAGING ASSISTANT
Shortell Interiors
01.2019 - 01.2019
SALES ASSOCIATE
American Eagle Outfitters/Aerie
01.2017 - 01.2020
Interior Decorating Diploma -
Georgian College
Ontario Secondary School Diploma -
Holy Trinity CSS
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