Summary
Overview
Work History
Education
Skills
Work Availability
Quote
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Amit Shah

Amit Shah

Toronto,ON

Summary

Proficient Support Analyst with 6+ years of insight managing complex reporting System. Thoroughly manages customer data, expertly applying problem resolution via audits and troubleshooting. Retains great IT expertise and able to work collaboratively in order to optimize operations to attain higher efficiency within large organizational frameworks. Expertly applies knowledge to optimize quality control and data retention.

Overview

15
15
years of professional experience

Work History

Support Analyst

RBC
Toronto, ON
01.2017 - 10.2023
  • Managing Month end Calendar that includes assessing and monitoring of reports generation and transmission, defining escalation protocols.
  • Extensive data review to confirm Portfolio Valuation, Portfolio Transactions, Security Classifications, Gain and Loss, performance returns.
  • Worked closely with Agile Team, technology, vendors, and Operations teams to provide expert knowledge and swiftly resolve barriers to completion. Other projects involved report enhancements.
  • Sole responsibility in resolving daily ServiceNow tickets and manual transactions correction between portfolio accounting systems and reporting systems
  • Determined resolutions for P2 or P3 issues, contacting appropriate departments to make necessary correction and collaborating with IT development team if cause was systematic.
  • Collaborate with Business, advisors, associates and portfolio managers in responding to client inquiries.
  • Able to lead the analysis of root cause and business processes are amended as needed
  • Lead the monthly statement quality verification activities
  • Contribute in projects/initiatives and provide knowledge, understand requirements, expected outcomes, timely issue escalation and progress updates

Production Co-ordinator

RBC
Toronto, ON
01.2012 - 12.2017
  • Coordinated operations between Information Technology (IT) and printing vendors to generate timely and accurate reports, including SAG Letters, FlexPak and managed products reporting.
  • Interacted with various departments including Wealth Management (WM) and International Advisors Group (IAG) to provide professional, attentive and accurate services to both internal and external clients.
  • Demonstrated the ability to spot and diagnose underlying problems along with troubleshooting and resolving them through implementation of necessary corrective measures.
  • Responded promptly and helpfully to corrective maintenance requests given in a short notice by evaluating and selecting the best route to implement changes.
  • Performed annual reviews of vendor activities, policies and procedures

Operation Administrator

RBC
Toronto, Ontario
11.2008 - 12.2012
  • Analyzed service requests pertaining to registered and non-registered products from various branches and also analyzed client contribution for RRSP and TFSA to ensure compliance with applicable limits.
  • Processed client withdrawals in accordance with the applicable legislation on taxes for Quebec, Ontario and non-residents in a responsible manner.
  • Displayed a high level of professionalism in the completion of all tasks and maintained strict compliance with local, federal and company regulations, including customer confidentiality.
  • Interacted in a positive and diplomatic manner with associates in order to address their needs appropriately and maintain company image.

Education

Bachelor of Science - Mathematics

M.G.Science Institute
Gujarat, India
06.1997

Skills

  • Customer service
  • Problem solving
  • Microsoft Excel
  • Clerical
  • Flexibility
  • Relationship management
  • System testing
  • Support ticketing systems
  • Debugging

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Support Analyst

RBC
01.2017 - 10.2023

Production Co-ordinator

RBC
01.2012 - 12.2017

Operation Administrator

RBC
11.2008 - 12.2012

Bachelor of Science - Mathematics

M.G.Science Institute

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Amit Shah