Shelly Wei

Experience

• 

  FX International

  Aug 2017 - Nov 2018

  Administrative Assistant

  • Collaborated with 4 colleagues to assist 10 high school students with university application process• Collected key customer information such as name, address, high school and English proficiency using forms• Explained to students and their parents the pros and cons of each university they expressed interest in• Answered customers’ questions patiently and recommended schools to apply based on the student’s profile• Liaised between students and universities to arrange school tours and meetings with school representatives, clarify application requirements and understand reasons for rejection Show less

• 

  Toys"R"Us Canada

  Nov 2018 - Apr 2019

  Merchandise assistant

  • Assist Buyers across various categories in the development, launch, execution and maintenance of private label products• Build and maintain internal database (IBM AS/400) for all product-related data such as vendors, SKUs and quote sheets• Create weekly online sales report using Microsoft Excel and perform variance analysis on actual results vs. forecasts• Coordinate with Buyers and the Decision Support Services team to set up new products and update status in database• Perform quality assurance on 900 products by ensuring the names, descriptions and images are properly displayed online Show less

• 

  LifeWorks

  Apr 2019 - Jul 2021

  • Process interfund transfer, contribution, withdrawal and termination for retirement plan members and clients• Liaised with investment managers and trustees concerning defined benefit plans and client issues• Collaborate with clients and managers in the proofreading of website text change and procedure of assets transfer of fund lineup change project• Perform reconciliation on a weekly basis and assist in preparation of year-end tax slips• Act as Quality Assurance Analyst to test new deployment and identify defects on clients’ website as required Show less

  • Senior Pension Analyst

    Apr 2021 - Jul 2021

  • Pension Analyst

    Apr 2019 - Mar 2021
• 

  CAAT Pension Plan

  Jul 2021 - now

  • Senior Pension Analyst, Quality Assurance

    May 2024 - now

  • Pension Analyst, Quality Assurance

    Jul 2021 - May 2024