Reviews the validity and processes mutual fund in-kind and in cash transfer out of personal and corporate client accounts, as well as charitable donations to other Financial Institutions.
Follows Standard of Procedure to fulfill day-to-day transactions, activities, processes and to all Service Level Agreements
Co-ordinates with teammates to process qualifying transfer requests and rejecting requests that were not valid to client’s financial institution, providing reason and requesting resubmission
Communicated with Financial Advisors and Branch Managers to resolve discrepancies regarding client accounts, escalating if necessary.
Sales Associate
TJX Canada – Marshalls, Winners
09.2019 - 07.2021
Displayed high levels of customer service and accurately processed purchases, refunds, and exchanges according to TJX practices and guidelines
Arranged new merchandise and developed displays to craft a customer experience in-store to encourage customer sales
Built and maintained relationships with teammates, management, and customer to drive team success and a positive experience.
Logistics Analyst
C2G Shipping Bahamas
03.2020 - 08.2020
Streamlined the flow of inventory and ensuring that all items shipped from the United States to the Bahamas are properly accounted for and customers obtain their rightful merchandise
Priced items brought in the country and billing them according to Bahamas Customs duty and company rates, about 500 items per week
Facilitated communication between transportation companies, contractors, and customers to efficiently handle logistics problems
Promptly conducted mass communication to 300 customers regarding their shipment of items.
Education
Honor Bachelor of Business Administration - International Commerce and Global Development
Niagara College
06.2021
Skills
Market Research
Data Analysis and visualize data via SPSS, Tableau, Microsoft Excel
Quantitative/ Quantitative Research
Project Management
Business/ Cross Cultural Communication
Emotional Intelligence
Operational Analysis
Creative Writing
Logistics
Communication/ Public Speaking
Customer Service
Clubs & Interests
Toastmasters
Philosophy
psychology
Timeline
Senior Associate - Investment Operations
BMO Financial Group
08.2021 - Current
Logistics Analyst
C2G Shipping Bahamas
03.2020 - 08.2020
Sales Associate
TJX Canada – Marshalls, Winners
09.2019 - 07.2021
Honor Bachelor of Business Administration - International Commerce and Global Development
Head Data, Strategic Planning, and PMO (Strategy and Enablement) at BMO Financial GroupHead Data, Strategic Planning, and PMO (Strategy and Enablement) at BMO Financial Group