Jenna Baldinelli Email & Phone Number

Thornhill, Vaughan, Ontario, Canada

• Coordinating daily branch operations by managing schedules, meetings, and resources for advisors and management.
• Executing financial transactions such as account openings, transfers, and trade orders, ensuring accuracy and compliance.
• Preparing detailed financial reports and maintaining internal databases to track branch performance and advisor productivity.
• Managing the inventory of branch supplies, processing orders, and ensuring operational tools are always available.
• Overseeing the maintenance of office equipment, resolving any technical issues, and coordinating with vendors for repairs.
• Assisting with internal audits by ensuring all records and procedures are compliant with company policies and regulatory standards.

Vaughan, Ontario, Canada

- Coordinated daily schedules and managed calendars for advisors, optimizing time management and task prioritization to enhance operational efficiency.- Oversaw the client onboarding process, including the preparation, review, and submission of account documentation, ensuring strict compliance with regulatory and internal standards.- Handled sensitive.

Vaughan, Ontario, Canada

Managed and organized daily schedules, meetings and travel arrangements for executive staff, ensuring time efficientmanagementPrepared and processed purchase orders, invoices, and shipping documentation, maintaining accurate records for inventoryand sales.Coordinated communication between vendors, suppliers and customers, ensuring timely and accurate order.

Vaughan, Ontario, Canada

- Handled documentation, filing, and organization of newly onboarded clients, ensuring compliance with regulatory and company standards.- Assisted in preparing and processing account opening documents, verifying the accuracy and completeness of all required forms.- Maintained detailed records of onboarding activities, ensuring proper tracking and easy.