- Provide administrative support to senior financial planners across various office around Toronto and communicate with clients to address their enquiry regarding their accounts- Create client’s portfolio evaluation on Excel and Croesus to evaluate customers investment growth- Perform data management and analysis of clients financial profile for trend analysis- Worked on a project to provide the transition of nearly 200 clients from a former financial planner and was responsible for creating portfolio summaries and transition documents- Develop trade queries, meeting materials and account reports for the financial planners- Maintain and update client household files, account documents, trade tickets and reports

- Responsible for administrative support related to the production and management of official documents - Acted as a liaison and point of contact with corporate officials and associates of foreign agents for enhanced operation- Assisted the managing director by coordinating appointments, meeting requests and managing the professional calendar- Prepared meeting agendas and reports

- Assisted on a project at two major railway junctions in Dhaka, Bangladesh, which required the development of copper wired PBX communication system to Digital PBX system using optical connectivity.- Interacted with vendors for product advancements for a Railway telecommunication project and consolidated progress report for daily update and requirement analysis- Assisted in managing and analyzing scopes for procurement and product sourcing - Compiled and reviewed documents for data entry