Sarina Maghera, Capm® Email & Phone Number

- Ensure compliance with Canadian and US tax reporting regulations through periodic tasks.- Review client account documentation to determine tax residency and coordinate withholding tax remittance.- Perform reconciliations of income and withholding tax while responding to tax-related queries.- Contribute to the preparation of client and regulatory tax reporting, entering tax factors and transactions.- Conduct securities and corporate actions research, identify process improvements, and collaborate on mini-projects with team members and other departments.

Mississauga, Ontario, Canada

• Effectively process all transactions with a high degree of accuracy within the established service level agreement and in accordance with CTC’s corporate and department policies and procedures • Regulated and proactively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage and conduct appropriate inquiries and investigations. • Managed and distributed caseload to the team on a daily basis to ensure inquiries were met and mitigated risks in a timely manner or escalated appropriately • Initiate the default process starting with the negotiation of payment arrangements and settlements, and ensuring agreements are fulfilled. • Maintain accurate electronic record keeping of client accounts in accordance with department procedures

Toronto, Canada Area

• Execute routine tasks such as service requests, transactions, queries etc. within relevant service level agreements to provide optimal customer experience• Understand customers' needs and recommend the right products and services to meet and exceed their expectations• Use critical thinking to remain solution-focused and recognize the big picture to identify opportunities to help customers and grow the business• Analyzes data and information to provide insights and recommendations that best suits the customer

Toronto, Canada Area

• Promote Career Centre services and activities to students in undergraduate, post-graduate and degree programs• Creative and innovative approaches to plan promotional activities to increase awareness throughout the College• Perform resume critiques, mock interviews, demonstrate/ showcase optimal resume, and coach students on job search strategies

Toronto, Canada Area

• Prepared and closed 600+ purchase orders and forwarded copies to distributor/suppliers and associated departments to maintain accuracy of information• Drafted correspondence and built exceptional working relationships at various levels • Determined the best bid provided from suppliers and distributors by analyzing cost of materials and delivery charges• Acquired information pertaining to the prices of materials and delivery charges from various suppliers and distributors, and analyzed and recommended the best bid within the departmental budget

Toronto, Canada Area

• Acted as the first line of contact with customers using critical thinking and use solution-focused tactics to enable the organization to meet its goals • Solved customer complaints through various problem solving techniques and active listening • Utilized exceptional Customer service and communication skills to reach out to current and new prospective clients which resulted in obtaining payments for membership renewals and conference registrations • Communicated new product and service opportunities, special developments, information, or feedback gathered through inbound/outbound calling to appropriate company staff

Brampton

• Reorganized filing system for 500+ files using a monthly system which saved staff time when it comes time for follow-ups • Managed office administration functions such as: phone calls, in person inquiries regarding training, workshop and job search skills using various resources• Facilitated workshops and created presentations to assist clients to prepare for job interviews, job search strategies and resume writing

Brampton

• Interacted with customers and responsible for food and beverage services• Resolved customer conflicts and provided excellent customer service• Responsible for managing daily cash outs

Toronto, Canada Area

• Prepared and maintained records, identified and assisted instructors who had challenges• Responsible for handling questions and concerns from instructors and parents• Provided conflict and problem resolution to the customers • Prepared student report cards and identified and assisted students having difficulty• Enforced all safety rules and regulations of the facility pertaining to both staff and patrons• Administered first aid and C.P.R. as needed; performed water rescue functions• Responsible for handling questions and concerns from the patrons and parents

Toronto, Canada Area

• Responded to and resolved inquiries and problems for guests and members • Responsible for cash sales by selling swimming, tennis and squash lessons• Completed departmental forms, making routine calculations and checking information for accuracy

Bachelor Of Business Administration - Bba, Finance, General

Finance, General

Activities and Societies: Peer Mentor at the Career Centre