Sim Kaur Email & Phone Number

New York, Ny, Us

New York, Ny, Us

• Supported COO and Financial Wellness team leaders (Marketing, Product, Strategy, and Sales) to strategize, implement and report on new products and partnerships while working with project manager to drive team projects. • Performed industry and competitive advantage analyses, created revenue forecasting and budgeting models, managed all billing and invoicing responsibilities and developed business processes and procedures. • Completed ad hoc tasks: created QBRs (quarterly business reviews) and team presentations, tracked KPI’s, maintained documentation of new clients and marketing communications. • Worked closely with Relationship Managers, Financial Advisors, vendors and business partners to support team to resolve any concerns or operational issues. • Collaborated with Technology, Finance, Legal, Risk, Compliance (LRC) stakeholders for team projects and organized team and operational committee meetings to summarize key points and follow-ups. • Strategized a development plan that led to an in-house production of a financial coaching program intended to advise and educate institutional client’s employees to enhance their financial knowledge and financial plans. • Partnered with UX Research team to understand user experience, created the business case and produced PowerPoint presentations intended for an audience of senior leadership, liaised with key stakeholders to facilitate the progress of the Coaching Project, developed FAQs for each topic for Legal subject matter experts to review, worked closely with PM to manage all documentation and trackers, developed participant and client journeys and B2B marketing journeys. • Earned the 2022 Morgan Stanley at Work award for Customer Service for my efforts in the management of 1,800 Employee Concierge queries on E*TRADE platform and WM products and services such as investment accounts, saving accounts, financial planning, and banking services.

New York, Ny, Us

Regional Client Services (RCS), Property Management - EGS & Security Teams • Completed due diligence reports for clients of the Investment Banking and Wealth Mgmt. division, tracked all due diligence reports completed by the team and updated the system to record the status of each report request.• Worked on the E-Trade and Eaton Vance integration projects during the transition phase for Employee Guest Services.• Cultivated strong relationships with vendors and business partnerships, organized project tracker and milestones, gathered data to help make informed decisions on the interim and targeting models, helped store, maintain and update all related materials, communicated with internal and external stakeholders to gather information or resources needed. • Led all one-to-one meeting’s with managers for all 55 RCS managed sites and compared corporate sustainability data for years 2019-2021 which was presented in the Sustainability at Work Steering Committee meeting for Q2. • Supported the Onboarding and Pre-Employment Screening Team to manage background checks for Lateral and Campus Hires• Worked with Compliance and Legal to escalate any issues that arise in the onboarding casesOffice of COO - Tech., Transformation and Innovation (TTI) team and RCS Team• Developed a metric, Factoid Master List, that consolidates various types of information for 26 RCS locations.• Collaborated with TTI team with the automation process of the metric, in which I helped design a dashboard where the information will be easier to retrieve and update by Americas RCS team.• Managed the in-house Creative Studio Transformation project during its implementation phase.• Worked closely with the CIM project lead to help with project tracking, tracking project milestones, analyzing and resolving any risks and issues, conducting weekly/daily meetings with all stakeholders while taking meeting notes, resolving any blockers and creating and organizing the SharePoint site for the project.

New York, Ny, Us

• Managed the implementation phase of the Sustainability PaperLESS Program project • Edited 13 Business Unit presentations presented to the respective Business Unit managers • Participated in meetings with VP’s and ED’s of different Business Units (BU) to pitch the project’s mission• Presented solely to the Americas COO of Corporate Services• Managed and lead the vendor teams to complete the inventory assessments for each floor/building• Delegated tasks to vendor teams and made sure they had their necessities for the assessments • Created 6-7 different metrics to help organize and track the progress of our project

New York, Ny, Us

• Assisted manager to help analyze and solve any breaks/problems occurring in customer’s accounts• Completed day to day assignments received through emails from different divisions and teams• Learned seven different platforms and databases to complete all tasks in a span of six weeks• Took part in weekly team meetings and daily meeting calls with operation team in India• Researched and assessed the investment quality of a specific company for a stock pitch presentation• Created the presentation for the stock pitch and presented it with a group to internal managers

•Conducted research across multiple platforms to obtain information•Reviewed documents to ensure proper requirement are met for applicants•Reviewed current protocols and procedures and collaborate with supervisors•Performed clerical tasks •Participated in special projects

Laurelton, New York, Us

● Researched information for the non-profit organization● Worked with Excel to organize members contact information.● Distributed and answered emails and messages● Clerical and organizational tasks such as organizing files and pamphlets ● Created packages with information about the organization and mailed to members