Summary
Overview
Work History
Education
Skills
Timeline
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ASHIMA SOOD

Toronto,ON

Summary

5+ years of experience resolving complex customer inquiries utilizing strong technical abilities with prior trouble shooting experience in software. Independent and proactive problem solver with experience in handling complicated problems and determining creative solutions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

5
5
years of professional experience

Work History

Transition Assistant

RBC Dominion Securities
05.2023 - Current
  • Accomplished financial professional with a track record of successfully managing $9 billion in transitions in Wealth Management
  • Oversaw the transfer of 1400 households to new accounts
  • Achieved seamless transitions within a challenging 7-month period
  • Monitor performance reporting data and support questions from Financial Advisors
  • Process account openings, including preparing the documentation and obtaining client signatures
  • Provide performance reporting to High Net Worth and Managed Account client base
  • Completed reconciliations to internal and external management systems, ensuring accurate nightly pricing and account performance data.
  • Utilize contact management system for everyday task management.
  • Managed case files efficiently while adhering to all ethical guidelines associated with confidentiality requirements.

Technical Support Representative

Moneris
02.2021 - 01.2022
  • Managing both the financial and technical aspects of Canada's largest financial technology firm specializing in payment processing
  • Experience managing root cause analyses with technology partners and resolving incidents through bridge calls
  • Working on a variety of software systems utilized by the organization in order to properly communicate with incoming queries
  • The financial aspect includes things like reversing payments and checking merchants daily and monthly statements for dropped transactions
  • Knowledge of Microsoft Skype for Business, Microsoft Teams, video conferencing systems, and audio visual technologies
  • Helped clients with Desktop support, software installation, troubleshooting and upgrades as well as basic IT problem-solving.

Telecommunication Sales Representative

Nordia
09.2019 - 02.2021
  • Understanding of how customer experience can be impacted by technologies, infrastructure, and processes
  • Accurately inputting, retrieving, and accessing customer information from client database
  • Communicated with people via phone or online chat to comprehend, diagnose, and fix technological problems
  • Providing quotations regarding the installation and maintenance costs of products and services
  • Basic understanding of computer functionality, software and hardware such as routers, modems, etc.

Education

CompTia A+ Certification - Junior IT Analyst

12.2023

Junior IT Analyst Program -

NPower Canada
Toronto, ON
04.2023

Post Graduate Certification -

George Brown College
Toronto, Ontario
04.2019

Bachelor of Commerce: Commerce - Accounting And Finance

Punjab University
Chandigarh
06.2016

Skills

  • VMware
  • Google Workspace
  • Packet Tracer
  • Windows
  • Android
  • IOS
  • MacOS
  • Linux
  • Professional ethics
  • Relationship Development
  • Administration Collaboration
  • Policy and procedure improvements

Timeline

Transition Assistant

RBC Dominion Securities
05.2023 - Current

Technical Support Representative

Moneris
02.2021 - 01.2022

Telecommunication Sales Representative

Nordia
09.2019 - 02.2021

CompTia A+ Certification - Junior IT Analyst

Junior IT Analyst Program -

NPower Canada

Post Graduate Certification -

George Brown College

Bachelor of Commerce: Commerce - Accounting And Finance

Punjab University

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ASHIMA SOOD