Tanaka Chikwavaire

Licensing & Renewals Specialist

Adaptavist

Jul 2023 - Current (3 years 4 months)

• Develop in-depth knowledge of Adaptavist and Atlassian products, licensing model, renewals, pricing, quoting and purchasing
• Manage Licensing Renewals for all customers across products
• Collaborate with cross-functional teams including Finance, Legal, Sales and other stakeholders to ensure timely and accurate processing of all deals
• Provide expert guidance and support to the sales team during deal negotiations, including deal structure, discounting, approval requirements, and order processing
• Manage accounts and conduct deal reviews in Hubspot, ensuring accurate tracking and reporting of sales activity

F

Investment Specialist

Financial Horizons

Jan 2022 - Jul 2023 (1 year 7 months)

• Work extensively with back office systems, WealthServ, as well as insurance carrier websites
• Complete transactions/trades of Segregated funds using the WealthServ system
• Act as a liaison between the advisor and insurance carrier
• Complete transfer follow ups and ensure current data is captured in the WealthServ system
• Conduct full scrubbing of received applications to ensure all required details are included

C

Loan Support Specialist

Caste Financial Group Ltd.

Feb 2021 - Dec 2021 (11 months)

• Act as the liaison between the client and financial institution to obtain an Immediate Financing Agreement.
• Compile necessary documentation for loan applications paying close attention to detail and accuracy.
• Ensure loan administration processes are followed and data integrity is consistently achieved, monitored and maintained.
• Build strong relationships with accountants and Private Bankers to gather data and financial information as it pertains to the Client.
• Lead annual Loan Reviews, and make sure all loans are being serviced in accordance with the signed commitment letters.

S

Investment Assistant

Scotia McLeod

Sep 2020 - Jan 2021 (5 months)

• Effectively assist 2 advisors in the day-to-day trading administration of their business
• Prepare documents and information for client meetings and financial planning
• Assemble tax packages and year end checklists. • Execute client transactions promptly and correctly.
• Ensure that all client interactions are accurately documented.
• Build effective working relationships across the team and with various business lines and business partners across the bank.

S

Branch Operations Assistant

Scotia McLeod

Jul 2019 - Sep 2020 (1 year 3 months)

• Focus on providing branch support to Management, Advisors and Associates
• Maintained a complete understanding of compliance requirements & regulations related to banking
• Manage all non-trade functions, including entering all new issue tickets and trade corrections.
• Deposit cheques and share certificates, while also maintaining client accounts and updating all client information
• Contribute to a high level of customer service, and a culture of open & honest communication.

Contact Centre Agent

Scotiabank

Jan 2017 - May 2018 (1 year 5 months)

• Offer an exceptional client experience by providing support to clients and helping them manage their credit card products
• Multitask by having the ability to listen, probe and review clients profile simultaneously to provide a resolution and recommendations for the client.
• Answer phone calls and transferred them to the right department

Tanaka Chikwavaire

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Tanaka Chikwavaire

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Behavioral traits