Manjit Kaur Email & Phone Number
Who is Manjit Kaur? Overview
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Manjit Kaur is listed as Managing Director at Zedpath Solutions, a company with 4 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Manjit Kaur.
Manjit Kaur previously worked as Director Of Operations at Felcorp Support and Assistant Manager -Paraplanning at Valenta Bpo. Manjit Kaur holds Master Of Business Administration (Mba), Accounting And Finance from Army Institute Of Management & Technology.
Email format at Zedpath Solutions
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About Manjit Kaur
I endeavor to further my career specifically within the General Operational Management niche where I have developed a real enthusiasm for all aspects of the industry. I consider myself experienced, loyal, motivated and ambitious in work ethic and will continue to uphold these qualities in the future.As an experienced, adaptable and energetic professional, I lead the financial team as the Director of Operations at Felcorp Support. Felcorp is a premium paraplanning, accounting, and process management service provider serving clients across Australia. I enjoy a truly collaborative and winning work culture as we strive to bend the time and cost curve of providing our deliverables and services on time.With over 7 years of experience in the professional service industry, I lead my team to support many accounting practices and financial planning businesses, helping them gain a competitive advantage in the market by providing them with a back-office resource or team.
Manjit Kaur's current company
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Manjit Kaur work experience
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Director Of Operations
Current
Assistant Manager -Paraplanning
- Preparation of financial plan presentations with various super, insurance and wealth creation strategies for Australian advisers.
- Started a new office branch in Mohali on Feb 2018 and acted as the face of business for Mohali Office.
- In the process of setting up new office my duties included, operations, recruitment, training and handling clients. I started this office by myself and by July 2019 I had a team of 40 employees with 24 Financial.
- Equate and implement invest strategies and portfolios, forecasting and analyzing reports.
- Handling a team of 24 financial analysts, addressing their queries and reviewing their work.
- Preparing pre-advice and post-advice documents.
Financial Analyst (Paraplanner)
- Process personal information provided by clients during a meeting with their Financial Adviser.
- Identify their key goals and objectives.
- Develop strategically accurate and timely financial plan document (Statement of Advice) that addresses the client’s needs and meets their objectives.
- Undertake highly technical analytical and forecasting work including cash flow and capital forecasting using sophisticated financial planning software.
- High quality plan preparation.
Manjit Kaur education
Frequently asked questions about Manjit Kaur
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What company does Manjit Kaur work for?
Manjit Kaur works for Zedpath Solutions.
What is Manjit Kaur's role at Zedpath Solutions?
Manjit Kaur is listed as Managing Director at Zedpath Solutions.
Where is Manjit Kaur based?
Manjit Kaur is based in Greater Toronto Area, Canada, Canada while working with Zedpath Solutions.
What companies has Manjit Kaur worked for?
Manjit Kaur has worked for Zedpath Solutions, Felcorp Support, Valenta Bpo, and Tnw Solutions.
How can I contact Manjit Kaur?
You can use AeroLeads to view verified contact signals for Manjit Kaur at Zedpath Solutions, including work email, phone, and LinkedIn data when available.
What schools did Manjit Kaur attend?
Manjit Kaur holds Master Of Business Administration (Mba), Accounting And Finance from Army Institute Of Management & Technology.
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