Rania Assaad Email & Phone Number

Ottawa, Ontario, Canada

Kanata, Ontario, Canada

Mississauga, Ontario, Canada

• Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
• Responsible for all financial data and financial reporting for my clients.
• Act as main contact for fund investors and managers via email and telephone correspondence.
• Communicate pending transactions to fund management as required.
• Prepare and validate investor statements to fund accounting information.
• Prepare… Show more

Mississauga, Ontario, Canada

• Process payroll and accounts including employee payment management, transaction verification and payments/fees tracking
• Provide financial advice for procurement essential services and supplies
• Generate financial reports for inventory management purposes
• Process supplier invoices and lease agreements
• Establish procedures for inventory, acquisition, supply and distribution of material and office supplies
• Generate reports on recruitment, number of workers assigned at the… Show more

Mississauga, Ontario, Canada

• Provide personal lending strategies that meet client’s lending objectives and manage all transactional outcomes.
• Maintain current knowledge of lending industry, practices and trends and integrate into customer conversations.
• Maintain appropriate level of credit risk management policies and procedures.
• Identify process improvement opportunities to increase efficiency and effectiveness of the team.
• Apply prudent credit granting principles commensurate with the product… Show more
• Apply prudent credit granting principles commensurate with the product which includes a careful review and entering of application information into the banks loan decision system.

Mississauga, Ontario, Canada

• Delivered legendary customer services by addressing clients’ concerns and effectively presenting appropriate solutions which resulted in a higher customer retention and satisfaction rate
• Monitored cash flows of up to $200K and highly sensitive information in a timely manner in accordance with compliance, audit and anti-money-laundering (AML) rules and regulations
• Consistently surpassed quarterly sales quotas; evaluated customer portfolios and advised on appropriate products; led to… Show more
• Consistently surpassed quarterly sales quotas; evaluated customer portfolios and advised on appropriate products; led to higher branch performance and ranking within the district
• Contributed to team cohesiveness with the financial advisors by consistently providing two client referral per day which strengthen branch overall performance Show less

• Engaging students pursuing a finance specialist within the Commerce discipline by organizing numerous seminars and mock interviews.
• Building strong and personable relationships with external corporations/professionals to attend on campus events via social media and email.
• Contribute to weekly Finance Competition Newsletter through a microeconomic analysis to contribute to equity advice for competitors.
• Prepare detailed budgets and proposals to secure sufficient funding for… Show more
• Prepare detailed budgets and proposals to secure sufficient funding for each event.
• Collaborate with 19 directors, commit to following and reporting to the Department of Management