Sulo Munasinghe Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

*New client account openings*Account transfers, clearing and settlement of securities transactions*Account administration and maintenance*Data processing*Follow up for transfers

Toronto, Canada Area

• Processed GIC’s which are Guaranteed Investment Certificates that safeguard a return to the investor, the GIC is usually requested by the client’s Financial Advisor
• Handled the purchase aspect of GIC’s which was processed through the CPS system
• Carried out rejections when request was not in good order
• Transferred funds from client to fund company as per GIC and monitored GIC after purchase
• Assisted client banking with double journal entries and balancing of accounts

Windsor

• Coordinated the Community Volunteer Income Tax Program (CVITP) at the University of Windsor affiliated with the Canada Revenue Agency
• Organized volunteers for CVITP and training program
• Facilitated the tax clinics using UFILE software
• Assisted students and volunteers with filing their income tax returns and clarifying any questions

Windsor

• Volunteered for the resume drop in clinic, took part in career events and workshops
• Assisted students to build their resumes and cover letters and answered any questions

Toronto, Canada Area

• Communicated effectively with customers and resolved problems when needed to ensure customer satisfaction
• Key-holder responsibilities including cash pulls, cash deposits, ordering supplies and opening and closing facilities
• Coordinated and organized the display areas, cash station and eating area
• Administered accurate sales transaction according to the cash control policies and procedures.

Windsor

• Researched material for articles and updated existing articles related to third world economics
• Summarized articles into Power Point Presentations for lectures overseas
• Prepared financial statements for a charity organization including cash book, balance sheet and income statement for the year end
• Performed filing, data management, drafting and editing short office memos and assisted with all other office administrative duties
• Inputted data, ran office errands, scheduled appointments and handled telephone calls

Windsor

• Gathered volunteer opportunities around the Windsor Essex Area and then forwarded the information to members of FYI
• Coordinated volunteers and tracked their hours of volunteering
• Created FYI paperwork such as signup sheets, hour declaration forms and certificates for members, coordinated small events according to needs of the client

Bachelor Of Commerce, Accounting, 10.21/13.00

Activities and Societies: *Peer Educator Team - Centre for Career Education *Tax Volunteer for Commnity Volunteer Income Tax Program.

Advanced Level Certificate, Commerce