Arjun Menon Email & Phone Number

Toronto, On, Ca

Markham, Ontario, Canada

• Manage and verify client requests for RESP, RRSP, RRIF, LIRA, LIF, TFSA and FHSA accounts, ensuring compliance with regulatory standards and accuracy in processing.• Provide strategic guidance on registered product administration, driving process improvements and supporting product enhancements to improve client experience and operational efficiency.• Analyze information systems processes for registered products, propose tailored solutions for process improvements and efficiency, and… Show more • Manage and verify client requests for RESP, RRSP, RRIF, LIRA, LIF, TFSA and FHSA accounts, ensuring compliance with regulatory standards and accuracy in processing.• Provide strategic guidance on registered product administration, driving process improvements and supporting product enhancements to improve client experience and operational efficiency.• Analyze information systems processes for registered products, propose tailored solutions for process improvements and efficiency, and conduct meticulous corrections while maintaining systematic records of beneficiary error reports in compliance with ESDC guidelines.• Coordinate recurring financial events, including Pre-Authorized Contributions (PAC) and Systematic Withdrawal Plans (SWP), ensuring timely reconciliation of control accounts and report management.• Provide strategic guidance on the administration and management of registered products, driving product enhancements and supporting ongoing product development initiatives.• Conduct rigorous testing to validate system changes, ensuring functionality, reliability, and compliance with account setup and payout processes. Show less

Markham, Ontario, Canada

• Efficiently establish new accounts for transitioning advisors.• Handle ATON and non-ATON transfers accurately and promptly.• Ensure adherence to policies for new accounts and transfers.• Track and resolve processing delays promptly.

Markham, Ontario, Canada

• Front-line contact for business branches, handling inquiries on legislation and rules for registered products (RRSP, RRIF, RESP, LIRA, TFSA).• Ensure timely replies, adhering to firm policies and legislative rules.• Specialize in RESP inquiries but may assist with other products if needed.• Expertise in setting up Income Plans (RIF/LIF/LRIF) and processing payments with accurate tax rates.• Diligently review unlocking transactions to prevent errors and… Show more • Front-line contact for business branches, handling inquiries on legislation and rules for registered products (RRSP, RRIF, RESP, LIRA, TFSA).• Ensure timely replies, adhering to firm policies and legislative rules.• Specialize in RESP inquiries but may assist with other products if needed.• Expertise in setting up Income Plans (RIF/LIF/LRIF) and processing payments with accurate tax rates.• Diligently review unlocking transactions to prevent errors and liabilities.• Process various transactions, including excess contribution refunds. Show less

Markham, Ontario, Canada

• Conducted due diligence on advisor documentation for compliance purposes.• Verified advisors' registration database to ensure accuracy and compliance with regulations.• Updated advisor details in the NRD system for seamless operations.• E-Filed all advisor documents efficiently for record-keeping.

Richmond Hill, Ontario, Canada

- Handling opening and closing procedures- Customer Service- Inventory Management

Bangalore Urban, Karnataka, India

• Processed client documents and business accounts, ensuring data accuracy and resolving issues promptly.• Managed daily maintenance of customer bank profiles, including account opening, loan management, and debit card services.• Prepared letter of offers and bank guarantees for businesses, ensuring compliance with regulations.• Oversaw banking overdrafts and investment records, providing timely approvals and reports to stakeholders.

Bengaluru, Karnataka, India

Bengaluru, Karnataka, India

• Management of data source gathering and screening • Data processing as per client requirement and documentation.

Bangalore Urban, Karnataka, India

1. Marketing and management of bulk order for clients2. Inventory management and valuation using Tally3. Accounts management with invoicing of customer bills

Bengaluru, Karnataka, India

• Worked on various presentations on Digital Marketing.• Developed a HR Reform Report and presented.

Postgraduate Degree, Financial Services Compliance Administration, Cumulative Gpa: 4.0

Bachelor Of Business Administration - Bba, Finance, General

School