Tanaka Chikwavaire
Calgary,Canada
Summary
Dynamic administrative professional with a robust background in office management, scheduling, and effective communication. Proven ability to manage multiple tasks efficiently, ensuring seamless operations while providing exceptional support to executive teams. Strong advocate for team collaboration and adaptability, consistently driving the achievement of organizational goals in fast-paced environments. Recognized for reliability and commitment to fostering a positive and productive workplace culture.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensing & Renewals Specialist
Adaptavist
07.2023 - Current
- Own and manage end-to-end software licensing operations for global customers, ensuring compliance, timely renewals, and seamless deal execution
- Oversee all purchasing activities, including processing vendor invoices, purchase orders, and renewals, to maintain accuracy and efficiency in financial operations
- Handle the majority of operational and administrative tasks, including updating internal documentation, standard operating procedures (SOPs), and process guides to improve team efficiency and consistency
- Partner with Sales, Legal, and Finance to support complex negotiations and ensure accuracy of contracts, billing, and procurement processes
- Maintain meticulous records and process documentation in HubSpot and Confluence, contributing to smoother onboarding and improved client transparency
Investment Specialist
Financial Horizons
01.2022 - 07.2023
- Oversaw back-office administration and escalations for segregated funds and insurance transfers
- Liaised between advisors and insurance carriers to execute time-sensitive financial transactions and resolve client issues
- Owned document processing and compliance checks, ensuring 100% data accuracy in WealthServ
- Streamlined internal workflows to reduce delays and enhance advisor satisfaction
Loan Support Specialist
Castle Financial Group Ltd
02.2021 - 12.2021
- Managed multiple client loan files concurrently, serving as project lead from application to servicing
- Coordinated with clients, accountants, private bankers, and underwriters to gather complex financial data
- Led annual loan reviews and ensured ongoing compliance with contractual obligations
- Regularly resolved edge-case challenges in documentation and underwriting
Investment Associate
Scotia McLeod
09.2020 - 01.2021
- Supported two financial advisors with full-cycle client service, trade execution, and administrative operations
- Managed all client documentation, ensuring Salesforce notes, KYC records, and compliance logs were accurate and up to date
- Opened and maintained investment accounts (TFSA, RRSP, and non-registered), and prepared financial and tax documents to support seamless client service
Branch Operations Assistant
Scotia McLeod
07.2019 - 09.2020
- Managed all branch administrative operations, including processing share certificates, cheques, new issues, and account corrections
- Supported all wealth advisors and handled reception duties, client inquiries, mail distribution, and supply management to ensure seamless daily operations
- Maintained compliance standards and coordinated with internal departments to support accurate, efficient branch performance
Education
Bachelor of Business Administration - Advanced Major in Finance
Schwartz School of Business St.FX
Antigonish, NS05.2019
Skills
- Strong project management across HR, Finance & Legal work streams
- Proficient in Hubspot, Salesforce, WealthServ & Confluence
- Detail-oriented with proven ability to manage multi-client portfolios
- Excellent written & verbal communication — adept at translating complex operations into clear, actionable steps
- Adept at context-switching between diverse operational issues (finance, HR, compliance, contracts)
- Skilled at building and maintaining long-term client trust and delivering white-glove service
- Process-minded with a passion for efficiency, documentation, and continuous improvement
- Strong judgment under pressure; unflappable in ambiguous, high-stakes situations
Certification
- Canadian Securities Course (CSC), Canadian Securities Institute - October 2020
Languages
English
Native or Bilingual
Timeline
Licensing & Renewals Specialist
Adaptavist
07.2023 - Current
Investment Specialist
Financial Horizons
01.2022 - 07.2023
Loan Support Specialist
Castle Financial Group Ltd
02.2021 - 12.2021
Investment Associate
Scotia McLeod
09.2020 - 01.2021
Branch Operations Assistant
Scotia McLeod
07.2019 - 09.2020
Bachelor of Business Administration - Advanced Major in Finance
Schwartz School of Business St.FX