Vineet Kaur

Vineet Kaur Email and Phone Number

Technical Specialist @ Edward Jones
Barrie, ON, CA
Vineet Kaur's Location
Barrie, Ontario, Canada, Canada
Vineet Kaur's Contact Details

Vineet Kaur work email

Vineet Kaur personal email

n/a
About Vineet Kaur

Operations Analyst with experience in data analysis and visualization, I leverage tools like Power BI, SQL, VBA, and MS Excel to drive insights and improve processes. My professional journey includes roles in radio broadcasting, as well as positions as an Investment Representative and Banking Advisor, where I gained a strong foundation in banking products and client relations. I am a problem solver who is flexible and adaptable, always willing to tackle any task with a positive attitude. I think outside the box and enjoy researching new solutions. I am always eager to learn, a quick learner, and execute tasks swiftly. My diverse background in broadcasting, finance, and technology enables me to approach technical challenges with a comprehensive perspective, delivering efficient and effective solutions.

Vineet Kaur's Current Company Details
Edward Jones

Edward Jones

View
Technical Specialist
Barrie, ON, CA
Website:
edwardjones.com
Employees:
44495
Vineet Kaur Work Experience Details
  • Edward Jones
    Technical Specialist
    Edward Jones
    Barrie, On, Ca
  • Edward Jones
    Operations Analyst
    Edward Jones Nov 2022 - Present
    • Working with large volumes of Data in different databases like Oracle (EDW) and Snowflake to derive insights for business decision making• Working with latest tools like SharePoint and Salesforce, while integrating it with analytical tools like Power BI to automate data analysis process• Automated the data visualization using advanced tools like Power BI and SQL, which led to automated data generation to arrive at business decisions. • Suggesting strategies to enhance operational efficiency by making the best use of technological tools.• Working with advanced data analysis tools like MS Excel, Power BI, SQL to prepare dashboard for Department related statistics to improve operational efficiency by identifying avenues for improvement and snags.• Effective and easy to understand presentation of data insights to non-technical audiences.• Developed VBA macro to create automation of manual tasks. Reduced the time by 50% which helped in optimal task distribution.• Provide excellent customer service to Edward Jones Branches, peers, and other Divisions within Home Office. • Perform processing functions, such as document and payment processing, transaction approvals, service requests from Edward Jones Branches, reconciliation, etc.
  • Td
    Investment Representative
    Td Oct 2021 - Oct 2022
    Markham, Ontario, Canada
    • Delivered accurate, timely information on market activity and developments, company products and services and customer account information.• Executed client trades as directed by clients for the following: Equity, EFTs, Mutual Funds, Fixed Income and FX transactions and carried out client instructions with 100% compliance.• Provided clients with stock re-organization details including offers and deadlines and accepting and submitting client instructions.• Actively adhered to all Guidelines for Business Conduct and Privacy policies and ensuring compliance with Know Your Customer requirements. • Possessed knowledge of equity strategies and the ability to assess corresponding Margin Requirements.• Identified and resolved trading discrepancies efficiently and accurately and able to request or process trade corrections with the approval of compliance or management
  • Rbc
    Banking Advisor
    Rbc Apr 2021 - Oct 2021
    • Proactively engage with RBC clients through various communication channels to deliver an outstanding customer service experience, making every client interaction an exceptional one• Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact• Contribute to team results by supporting all colleagues to be successful in meeting client needs• Cultivate and maintain relationships with partners to work as one RBC team• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests• Educate and assist clients with using RBC digital capabilities
  • Concentrix
    Technical Advisor
    Concentrix Jan 2021 - Apr 2021
    Toronto, Ontario, Canada
  • Concentrix
    Advisor
    Concentrix Nov 2020 - Jan 2021
    Toronto, Ontario, Canada
  • All India Radio
    Transmission Executive
    All India Radio Apr 2015 - Sep 2020
    Chandigarh, India
    Handled daily administration work and radio program production. Analyzed transmission data for effective implementation of ad campaigns which led to 15% increase in ad revenue. Digitized record keeping leading to automation of royalty statements year by year
  • Dena Bank
    Customer Service Representative
    Dena Bank Sep 2012 - Mar 2015
    Sector 7 C Chandigarh
    Handled all kinds of customers' banking transactions and providing a great experience for the clients. Analyzed walk-in client data to effectively carry out Account opening campaigns on-site under pilot scheme by the government which led to the maximum account opened by the branch in the area.

Vineet Kaur Skills

Banking Public Broadcasting Branch Banking Radio Production Interviewing Customer Focused Service Customer Service Management Clerical Skills Audio Post Production Audio Editing Sales And Marketing Microsoft Excel Front Office Support Typing Customer Service Hr Management Retail Banking Internet Savvy Staffing Coordination Transact Sql Broadcasting Radio Broadcasting Celebrity Interviews Radio Host

Vineet Kaur Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Derivatives Fundamentals And Options Licensing Course
  • Canadian Securities Institute(Csi)
    Canadian Securities Institute(Csi)
    Canadian Securities Course(Csc)
  • Canadian Securities Institute
    Canadian Securities Institute
    Conducts And Practices Handbook
  • Canadian Securities Institute
    Canadian Securities Institute
    Investment Funds In Canada(Ifc)
  • National Academy Of Broadcasting And Multimedia
    National Academy Of Broadcasting And Multimedia
    Second Rank Amongst All Trainees
  • Saraswati Senior Secondary School Nasibpur Narnaul Haryana
    Saraswati Senior Secondary School Nasibpur Narnaul Haryana
    Physics Chemistry And Maths

Frequently Asked Questions about Vineet Kaur

What company does Vineet Kaur work for?

Vineet Kaur works for Edward Jones

What is Vineet Kaur's role at the current company?

Vineet Kaur's current role is Technical Specialist.

What is Vineet Kaur's email address?

Vineet Kaur's email address is vi****@****nes.com

What schools did Vineet Kaur attend?

Vineet Kaur attended Canadian Securities Institute, Canadian Securities Institute(Csi), Canadian Securities Institute, Canadian Securities Institute, National Academy Of Broadcasting And Multimedia, Panjab University, Saraswati Senior Secondary School Nasibpur Narnaul Haryana.

What skills is Vineet Kaur known for?

Vineet Kaur has skills like Banking, Public Broadcasting, Branch Banking, Radio Production, Interviewing, Customer Focused Service, Customer Service Management, Clerical Skills, Audio Post Production, Audio Editing, Sales And Marketing, Microsoft Excel.

Who are Vineet Kaur's colleagues?

Vineet Kaur's colleagues are Scott Stentz, Paisley Ryan, Steve Worth, Kelle Foland, Kelly Cassidy, Parker Watts, Teri Roach.

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