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Ashima Sood is listed as Transition Assistant @ RBC | Client Asset Transfer, Financial Support based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Ashima Sood.
Ashima Sood previously worked as Transition Assistant at Rbc and Technical Support Representative at Moneris. Ashima Sood holds Junior It Analyst Program from Npower Canada.
At RBC, our team streamlined the transition of over 1400 households managing assets surpassing $9 billion, showcasing my proficiency in CRM and complex problem-solving. Our focus was on accuracy and timely support to Financial Advisors, ensuring seamless client experiences during pivotal wealth transitions.Education from George Brown College and Npower Canada strengthened my finance and IT skills, enabling me to deliver comprehensive performance reports and manage substantial account openings. My goal is to intertwine finance and technology seamlessly, enhancing client service and operational excellence.
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Toronto, Ontario, Canada
Oversaw the transfer of 1400+ households, aggregating over $9 billion in total assets, maintainingclarity and accuracy during the transition process for clients. Analyzed performance reporting data and provided comprehensive support to Financial Advisors, address their queries while meeting competing deadlines effectively. Efficiently handled the.
Toronto, Ontario, Canada
Managed financial tasks including reversing over 100 payments, and evaluating over 70+merchant account statements for dropped transactions. Implemented and monitored fraud detection measures, successfully reducing fraudulent activities by 25%, and flagging transactions, wherever appropriate. Assisted over 50 clients daily with technical support.
North York, Ontario, Canada
Managed approximately 30 inbound customer communications per day, including calls and emails. Reviewed Daily Aging Overdue Reports and contacted customers with outstanding payments, achieving a 15% reduction in overdue accounts. Maintained strict compliance with all federal, state, and company regulations during each step of the collections process..
Toronto, Ontario, Canada
Closed sales to reach a 100 percent sales target. Greeted over 100 visitors to the store each day, offered assistance, and directed them to the rightmerchandise. Guests were given advice on clothing and accessories, as well as information on the latest trends. Assisted with price markdowns and inventory control by working shifts at cash registers.
Activities and Societies: 14-week intensive online class training on the fundamentals of computer technology, and project management.
-Canadian Taxation -Business Law. -Adv. Financial Planning -Insurance Canadian Investments - Business Mathematics
-Business Mathematics -Computer Application in Business -Financial Accounting -Business Communication & Report Writing -Business.
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Ashima Sood is listed as Transition Assistant @ RBC | Client Asset Transfer, Financial Support.
Ashima Sood is based in Toronto, Ontario, Canada.
Ashima Sood has worked for Rbc, Moneris, Nordia Inc., and Zara Sa.
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Ashima Sood holds Junior It Analyst Program from Npower Canada.
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