Experienced Administrative Assistant with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Microsoft PowerPoint, and Leadership. Strong administrative professional with a Advanced Diploma focused in Accounting and Business/Management from Humber College,currently working towards CSC (Canadian Securities Course)
Right Advice And Investments
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Administrative AssistantRight Advice And Investments Feb 2017 - PresentBrampton,On· Greet clients coming into the office and direct them to the appropriate staff.· Prepare, key in, edit and proofreading insurance policies before submitting.· Input data into computerized databases system to support research activities.· Composing and distributing routine correspondence;· Communicating directly with underwriters to follow up or obtain additional information;· Filling and Proofreading documents (T2033, RESP FORM A,FORM B) required for Transfer of TFSA, RRSP, RESP and LIRA accounts and sending them to appropriate financial institutions for processing.· Working knowledge of Leveraged Loans(TDSR), gathering customer information while maintaining their privacy and applying with Manulife Bank and B2B Bank for Leveraged loan products.
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Fund Accounting AssociateInvestment Administrative Solution Inc Apr 2015 - Apr 2016Toronto, Canada AreaReconciled bank and cash accountsProcessed Cash transactions and holdings for allotted fundsAdded new options and mutual funds into the systemSupervised posting clerk and quality check their workPerformed general office tasks
Charanbir Singh Skills
Charanbir Singh Education Details
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Accounting And Business/Management
Frequently Asked Questions about Charanbir Singh
What company does Charanbir Singh work for?
Charanbir Singh works for Right Advice And Investments
What is Charanbir Singh's role at the current company?
Charanbir Singh's current role is Advanced Business Administration Accounting Diploma at Humber College.
What schools did Charanbir Singh attend?
Charanbir Singh attended Humber College.
What skills is Charanbir Singh known for?
Charanbir Singh has skills like Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Leadership, Time Management, Communication, Problem Solving, Office Administration, Ethics.
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Charanbir Singh
Brampton, On -
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