• Represented the company at industry events, networking functions, and business meetings, enhancing company visibility and networking opportunities.• Monitored industry trends and competitors to identify opportunities for growth and innovation, resulting in strategic initiatives.• Performed a variety of general and confidential administrative and reception duties.• Prepared and processed procurement documents in SAP Business One, including purchase requisitions, goods receipts, and service entry sheets.• Utilized applicant tracking systems (ATS) SmartRecruiter, significantly increasing qualified candidate applications to streamline the hiring process, improving efficiency and reducing time-to-fill positions by 50%.• Developed and updated job descriptions, ensuring alignment with company goals, values, and industry standards, leading to more accurate candidate expectations.• Assisted in organizing, coordinating, and monitoring special projects, programs, and events. Implemented project management methodologies such as Agile, Scrum, or Waterfall, adapting the approach based on project requirements and team dynamics.• Implemented new online marketing strategies that led to a 30% increase in appointments and the acquisition of 10 new clients in one month.• Managed financial aspects using QuickBooks, including budgeting, forecasting, and reporting, resulting in improved financial efficiency.• Utilized Microsoft Office suite extensively for creating documents, spreadsheets, presentations, and emails, tracking progress, managing tasks, and generating reports for project stakeholders.• Established and maintained relationships with suppliers, vendors, and clients, contributing to smooth operations and high customer satisfaction.

• Awarded Quarterly Achiever in July 2022 and Purpose Award in May 2023.• Developed and nurtured relationships with over 500 clients, delivering customized financial plans based on thorough research and data analysis conducted within the company. Achieved a 20% increase in client assets under management within the first year of tenure.• Conducted financial analyses, developed customized financial plans, and achieved a 15% average increase in client net worth over my tenure. Implemented innovative Financial planning strategies resulting in a 25% improvement in portfolio performance for select clients at an average over my tenure.• Ensured compliance with industry regulations and maintained a 100% score in compliance.• Maintained a 95% customer satisfaction rating by engaging in proactive client communication through phone calls, video, and in-person meetings, showcasing exceptional customer service skills and fostering strong client relationships.• Successfully onboarded and retained many new high-net-worth clients through proactive relationship management and strategic financial planning.• Prepared documents, completed data entry, and managed files related to investment account opening and maintenance, bank account opening and maintenance, mortgages, lines of credit, loans, and credit cards, ensuring accuracy and confidentiality.• Used Microsoft Office Suite for day-to-day operations such as scheduled meetings, responded to correspondences, prepared presentations, and tracked team progress.• Experienced with CIBC proprietary systems including COINS, SalesForce ECRM, Compass, Imperial Investor Services Inc., Securities Inc., Wealth Management Online, Estate management portal, Power of attorney portal, and CIBC PPS.

• Used Oracle ERP System to create and maintain a database of billing records of 200,000+ customers • Performed related tasks such as managing power quality complaints and safety issues over Telephone and Email with Customers • Collaborated over telephone, Skype meetings and In-Person with internal staff, outside contractors and customers to ensure accurate billing and timely metering service• Maintained and updated department related records using JD Edwards and MS Excel (V-look up, H-lookup and Matching)• Processed metering related documentation including new services, installation upgrades, trouble calls, check reads, power quality complaints and safety issues. • Led the initiative to develop a paper-based and online new employee training manual containing pictures and names of the metering equipment. This helped reduce errors and improved training for new hires.

• Assessed financial statements that helped determine cause and effects of major changes in financial statements. • Recorded changes in the company portfolio and helped in advising a future course of action to maintain a good financial position. My Analysis helped the company narrow product offerings to producrs with a positive return.• Prepared financial documents such as payroll for 6 employees and invoices, bills, and accounts payable and receivable for 15+ vendors• Completed financial reports on a regular basis and provided information to the finance team.• Posted Journal Entries into the general ledger with the help of Pivot table • Assisted with budgets• Entered financial information into appropriate software program. Sorted financial documents and posted them to the proper accounts• Resolved errors in financial reports, and completed bank reconciliations