Ranjit Matharu Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

♣ Perform administrative duties relating to the internal setup and daily management of voluntary and mandatory Corporate Action Events, including scripting for Agents, creating timetables, Top Holder Lists and reporting on tenders or elections.♣ Collaborate with internal groups to set up worksheets or information databases for the efficient processing of transactions according to the terms of a particular Corporate Action Event, including the preparation of payment schedules for review and audit on a timely basis.♣ Provide backup support in handling of all physical securities, including the proper filing of scans and organizing information for efficiency.

Toronto, Ontario, Canada

♣ Focused on written communication, typing and approving mandatory and voluntary notices to be passed down to the client. Ensuring accuracy in corporate action events processing. Exercising good judgment to promptly resolve and/or escalate.♣ Typing notices on Corporate Actions events such as Reverse splits, Tender offers, Mergers, Cash dividends, Interest payments, Redemptions, Exchanges, and Separations. ♣ Examined and utilized bulletins from several different depositories such as DTCC, CDS, CITI, BNY, and Euroclear. Implemented the SRDII directive for all shareholders and their portfolios.♣ Utilizing excel to organize work and keep track of the daily typing, as well as handling escalations from junior associates.

Toronto, Canada Area

♣ Answering 70-95 calls from advisors, and or clients while maintaining current knowledge of investment markets, financial regulatory environment and mutual funds, which is integrated into customer conversations in a professional manner.♣ Documenting and analyzing the required information and data to determine potential solutions from a technical and business perspective. Communicating with advisors, clients, and bank representatives through phone, email, and fax. ♣ Utilized excel to filter data and help find client requested information such as tax slips and statements gathering anywhere from 20-50 slips for a client. Worked alongside the resolutions team and dealer services.

Brampton, Ontario

♣ Started as a customer service associate and then was promoted to sales specialist within a year for exceeding expectations and pronounced work ethic. Helped 8-10 customers per hour on a routine basis with product selection and expertise. ♣ Handled accounts such as accounts receivable and accounts payable for the local contractors that purchase from Lowes. ♣ Worked with 2-3 other departments on a regular basis to fulfill customer needs such as product retrieval, and down stocking while constantly communicating through the mobile department phone.

Brampton, Ontario, Canada

♣ Greatly refined Microsoft excel skills by regular practice and time on the application, focusing on advanced excel functions (data sorting, pivot tables, shortcuts, and charts). ♣ Analyzed different business accounts, specifically looking for places to cut costs.♣ Reviewing several tax documents in preparation for tax season, examining and verifying business and financial records.

Georgetown, Ontario

Bachelor Of Business Administration - Bba, Accounting And Finance

Advanced Diploma, Finance, General