Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Valerie Grenade

Toronto,ON

Summary

Positive, goal-oriented individual with knack for problem-solving and teamwork. Possesses foundational understanding of data entry and customer service principles, along with strong attention to detail and organizational skills. Aims to leverage these abilities to improve process efficiency and ensure high-quality outcomes.

Overview

2
2
years of professional experience

Work History

Senior Bilingual Processing Representative

Fidelity Investments
09.2024 - Current
  • Verifying an average of 75 Financial transactions daily such as exchanges, purchases and redemptions, processed by representatives to ensure accuracy, completeness and regulatory compliance.
  • Conducting quality checks on outbound faxes to dealers and third-party institutions ensuring timely, accurate communication and preventing delays or compliance issues .
  • Coaching and mentoring new hires on processing requests, systems navigation and best practices, accelerating their learning curve and supporting team performance.
  • Maintained strong attention to detail while consistently meeting monthly targets in a fast-paced environment.


Bilingual Processing Representative

Fidelity Investments
07.2023 - 08.2024
  • Delivering prompt, precise and efficient daily account administration and trade execution while meeting accuracy and productivity benchmarks.
  • Delivering effortless experience services to internal and external stakeholders to ensure that issues are resolved promptly and in a specific time span.
  • Proficient in Fidelity’s products, departmental procedures and industry standards including mutual fund industry regulations and governmental rules, TAP policies and understanding policies influencing daily transactions.

Bilingual Disability Administrator

Manulife Financial
03.2023 - 06.2023
  • Setting up disability claims and/ or handling follow-ups for claims within a specific time frame.
  • Provided English and French front-line administrative assistance to plan members for Benefits coverage after release for retired Canadian Armed Forces.
  • Calculated owing balances to the company once a claimant has been approved Canadian Pension Plan Disability.
  • Responsible for payments of covered fees and allowances to plan members.

Education

Bachelor of Commerce - Finance

Saint Mary's University
Halifax, None
01-2022

Skills

  • Customer service
  • Adaptability and flexibility
  • Problem-solving
  • Attention to detail
  • Interpersonal skills
  • Time management
  • Multitasking Abilities
  • Reliability
  • Organizational skills
  • Active listening
  • Effective communication

Accomplishments

Received recognition and rewards for significantly enhancing my statistical performance at Fidelity Investments.

Languages

French
Native or Bilingual
English
Full Professional

Timeline

Senior Bilingual Processing Representative

Fidelity Investments
09.2024 - Current

Bilingual Processing Representative

Fidelity Investments
07.2023 - 08.2024

Bilingual Disability Administrator

Manulife Financial
03.2023 - 06.2023

Bachelor of Commerce - Finance

Saint Mary's University

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Valerie Grenade