Arnold Tam

● Review Canada and US tax documents (individual and corporate) to ensure completeness
and accuracy in compliance with tax regulations for submission to reporting authorities
such as: Canada Revenue Agency (CRA), Inland Revenue Services (IRS)
● Data entry of completed tax forms into the system
● Advice clients on how to complete rejected forms (i.e.: forms with incomplete or
conflicting information from tax documents) to prevent future rejections
● Update client files as required (ie: tax residency status changes) throughout the account
life cycle
● Suggest opportunities to improve service level and work process efficiencies in the team

● Provided various administrative support to Claims Advisors including issuance of
payments, letters, processing of incoming and outgoing mail, cheques, uploading of
media within SLA on claims
● Organized information and documents related to claims and responded to request for
information from claims advisors
● Acted as a liaison between vendor and the department for information requests on behalf
of claim advisors
● Provided coverage and trained colleagues on tasks as needed

● Reviewed Canadian income supporting documents (such as NOA) received through
various channels necessary for compliance in Canadian Personal and Small Business
credit card adjudication process
● Send completed supporting documents to Credit Analysts for credit card approvals
● Advised Credit Analysts of rejected documents (i.e.: Incomplete or out-of-date
documents) for follow up with customers
● Advised business partners and customers of documents received in error and redirected to
proper channels for processing in a timely manner

● Responded to credit applications status inquiries and information requests from branch
partners and colleagues to ensure applications are processed within agreed timelines

● Conducted Reference Checks on candidates' background information in compliance with
clients' requirements (Education, Professional, Employment, Civil Litigation, Criminal,
Credit)
● Assessed candidates' overseas educational credentials to determine equivalence to local
educational credentials in verification process
● Translated supporting documents and information to facilitate the verification process
● Liaised and advised clients and candidates on reference check procedures, information
needed and pricing
● Followed up on status of cases until completion within agreed timelines and prepared
reports of findings for clients
● Responded to clients requests for information and queries in a timely manner

● Conducted financial studies for the improvement of banking services
● Conducted social service studies for the improvement of public services

● Interpreted, translated and coded opened-ended survey data for various studies in English
and French
● Measured effectiveness of consumer product television advertisements generating
statistical analysis

● Conducted consumer research studies for the improvement of marketing strategies for public services
● Conducted financial service studies for the improvement of banking service

• Conducted park user surveys to facilitate park usage studies
• Conducted pedestrian surveys to facilitate subway usage for planning studies