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. • Supporting trade execution and order entry processes, ensuring seamless and error-free transactions. • Managing data entry into CRM systems, ensuring that client and branch data is up to date and accurately reflects current activity. • Monitoring operational workflows and suggesting improvements to enhance branch efficiency and reduce processing times. • Assisting with the organization and execution of branch projects, including marketing initiatives and system upgrades.

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 client information with the highest level of confidentiality, maintaining secure, organized records in line with data protection protocols.- Managed client transactions such as fund transfers, withdrawals, bank wires, and EFTs, ensuring accuracy and prompt processing.- Utilized Salesforce to track client interactions, update records, manage workflows, and generate reports, facilitating data-driven decision-making.- Handled incoming and outgoing communications, including calls, emails, and mail, providing accurate and timely responses to both internal and client inquiries.- Prepared comprehensive financial reports for advisors and clients, ensuring clarity and precision in data presentation.- Supported compliance processes by preparing and submitting documentation, ensuring full adherence to industry regulations and internal policies.- Managed a high volume of client inquiries and service requests, providing detailed information and liaising with other departments as needed to resolve complex issues.

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 fulfillment.Assisted in the preparation of sales reports, market analysis and customer feedback summaries to support strategic decision-making.Handled customer inquiries and complaints with professionalism, providing information about products, order status anddelivery times.Maintained and organized a filing system for documents, including contracts, product specifications and compliance records.Assisted in the development and distribution of marketing materials, such as social media content.Monitored office supplies and managed inventory, placing orders as needed to ensure smooth daily operations.Marketing Support & Brand Awareness: Assisted in the development and distribution of marketing materials across various platforms, including social media content, email campaigns, and product brochures.- Market Research & Consumer Insights: Conducted market analysis, gathering customer feedback, tracking consumer behaviour, and supporting data-driven decision-making.Social Media Management: Played an active role in content creation and scheduling for the company’s social media channels, contributing to increased engagement and brand visibility.Sales & Promotional Campaigns: Supported the creation of sales reports and promotional campaigns to boost brand awareness and sales growth.Vendor & Supplier Relations: Coordinated communication with vendors and partners to ensure timely product launches and marketing material delivery.Customer Engagement: Managed customer inquiries and feedback, ensuring positive customer experiences and enhancing brand loyalty.

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 retrieval of client files.- Coordinated with internal teams to facilitate smooth account openings and resolve any documentation discrepancies.- Followed up on incomplete or outstanding documentation to ensure timely and accurate account activation.