Smrit Dhesi Email & Phone Number

As an Account Transfers Administrator at Questrade Financial Group, I manage the transfer of client accounts from other financial institutions, ensuring accuracy, efficiency, and compliance. I collaborate with the account transfers team, the client services team, and the operations team to provide seamless service and support to our clients.I have a Bachelor of Commerce degree from York University, where I studied marketing, finance, accounting, and economics. I also have a diploma in Business Marketing from Humber College, where I learned the fundamentals of digital marketing, market research, and consumer behaviour. I have multiple certifications in Google Ads, which demonstrate my proficiency in online advertising and video marketing.I am passionate about expanding my knowledge and skills within the finance industry, and providing excellent service to our clients. I have strong communication, problem-solving, and customer relationship management skills, which I apply daily in my role. I am always eager to learn new things, take on new challenges, and contribute to the success of Questrade.

Listed skills include Leadership, Direct Marketing, Social Media, Planning, and 26 others.