Tej Shah Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Gaining in-depth knowledge about registered accounts (like TFSA, RRSP, RESP, LIRA, LIF) and non-registered accounts like margin accounts.Effectively collaborating and communicating with different departments such as treasury, client ops, risk, etc., to ensure that the client experience is top-notch.Escalating and expediting various client inquiries to the leadership team - ensuring that the clients get a white-glove service.Analyzing trade and client data using multiple internal software as well as gaining proficiency in Salesforce and Broadridge.Playing a key role in sharing the voice of our customers with the rest of our internal teams.

Vaughan, Ontario, Canada

- Developed and implemented deposit tracking procedures to ensure all cash transactions were accurately recorded and reconciled daily.- Assisted in the preparation of financial reports, including daily cash reports and monthly financial statements.- Responded to customer inquiries and concerns related to deposits and cash handling with a high degree of professionalism and accuracy.- Participated in cross-functional teams to develop and implement new deposit and cash handling policies and procedures to increase efficiency and reduce risk.

Greater Toronto Area, Canada

- Delivering an unparalleled Guest experience by suggesting the best combination of food, drinks and games to the guests.- Acting as an initial point of contact in matters concerning safety and security in all areas: front door, Viewpoints, Midway, bar areas, kitchen and back of house areas, dining areas, private event rooms and restrooms.- Acting as ambassador to the building, assisting Guests with all requests and answers questions as needed.- Greeting Guests with a positive attitude and enthusiasm while performing multiple job functions. Smiles and greets Guests upon entering.- Keeping immediate supervisor promptly and fully informed of all problems or unusual matters of significance and takes prompt corrective action where necessary or suggests alternative courses of action.- Providing timely and accurate service while managing wait times and communicating information as needed to Guests, Team Members and Managers.- Competently diffuses difficult Guest situations while protecting the integrity and safety of our staff, building and house policies.

Toronto, Ontario, Canada

- Spearheaded the process of collecting, maintaining, and processing data of over 300 clients in regard to their confidential information- Ensure that administrative matters are organized and handled in a professional manner while providing administrative support to the personnel.- Maintaining the privacy of customer information, including passports and other original documents, and being directly answerable to the consular staff at the Consulate General of India.- Providing the local branch staff with information acquired from Indian government offices and assisting them through the procedures involved in various government services.- Maintaining Books of Accounts on daily basis and issuing large of number of Cheques in the name of Consulate General of India without any errors

Certificate, Internal Audit

Postgraduate Degree, Business, Management, Marketing, And Related Support Services

Postgraduate Degree, Taxation, A

Education record