Ashima Sood Email & Phone Number

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 processing of large volumes of account openings, being tasked withthoroughly preparing all required documentation and timely acquiring client signatures.  Delivered periodic performance reports to a diversified client base of High Net Worth and Managed Account clients.  Developed and applied comprehensive knowledge of RRSP, RESP, TFSA, and RIF accounts, ensuring adherence to regulatory requirements, and optimizing client outcomes.  Completed reconciliations to internal and external account management systems, while maintaining account performance data.

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, software installations, troubleshooting, upgrades, and routine IT problem-solving.  Provided professional remote assistance to customers experiencing technical difficulties, guiding them through step-by-step resolutions efficiently and effectively.  Used ticketing systems to manage and process support actions and requests.

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. Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans. Requested payment from customers for outstanding invoices to ensure that payments were received within the established credit terms.

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.

Junior It Analyst Program

Activities and Societies: 14-week intensive online class training on the fundamentals of computer technology, and project management.

Financial Planner, Finance

-Canadian Taxation -Business Law. -Adv. Financial Planning -Insurance Canadian Investments - Business Mathematics

Bachelors Of Commerce, Accounting

-Business Mathematics -Computer Application in Business -Financial Accounting -Business Communication & Report Writing -Business.

High School Diploma, General Studies