Summary
Overview
Work History
Education
Skills
Certification
Profileofskills
Languages
Timeline
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Avani Patel

Brantford,Canada

Summary

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Tax Preparer (CRA Representative)

  • Preparing and filing accurate tax returns for clients, ensuring compliance with CRA regulations and guidelines for tax season in 2022, 2023
  • Provided advice and guidance to clients on tax-related matters, including deductions, credits, and tax planning strategies
  • Conducted thorough reviews of clients' financial documents and records to identify eligible tax deductions and minimize tax liabilities
  • Communicate effectively with clients to gather necessary information, address inquiries, and explain tax-related concepts in a clear and understandable manner
  • Maintained confidentiality and integrity in handling sensitive client information and financial data
  • Receiving positive feedback from clients for professionalism, expertise, and personalized assistance in navigating tax issues
  • Following ethical standards and professional codes of conduct set forth by the CRA.

Cashier / Front End Associate

Walmart
09.2022 - 04.2024
  • Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges
  • Prevented store losses using awareness, attention to detail and integrity
  • Cross-trained and provided back-up for other customer service representatives when needed
  • Computed accurate sales prices for purchase transactions
  • Worked as a team member performing cashier duties, product assistance and cleaning
  • Assisted customers with store and product complaints
  • Guaranteed positive customer experiences and resolved all customer complaints
  • Complete sales transactions of different types
  • Operated cash registers Greeted customers warmly as they made purchases Scanned all items, processed cash, check and credit card transactions
  • Maintained the required amounts of cash in your register Requested price checks when necessary Verified customers ages when they bought restricted
  • Counted register drawer at the beginning of shift Reconciled drawer at the end of your shift Assisted in training new cashiers on operational.

Bank Officer

Lalbaug Co-operative Bank
01.2019 - 05.2022
  • Managed client bank accounts, including opening and closing accounts, and overseeing transactions
  • Maintained customer satisfaction, and service experience along with and protected bank operations by keeping information confidential
  • Reconciles cash drawer by proving cash transactions, counting, and packaging currency and coins
  • Presented services and products to existing and prospective clients
  • Collaborated with partner banks for bank transactions over Email and In-Person Meetings
  • Supported to redesign bank website for better customer experience by providing required inputs of banking services
  • Handled all bank transactions - NEFT, RTGS
  • Communicated with Reserve Bank of India (RBI) for reporting and Compliance submission representing bank processes to meet the requirements
  • Checked annual balance sheet and financial results along with Bank Manager for reporting
  • Answered queries in person or on telephone and referred customers to other bank services as necessary.

Sales Executive

Axis Bank
11.2016 - 12.2018
  • Promoted bank products (Credit Cards, Insurance) by answering inquiries, informing customers of new services and product promotions, ascertaining customers' needs, and directing customers to a branch representative
  • Supported to customers for credit account documentation
  • Submitted credit card applications to branch or credit manager with recommendations for approval or rejection within authorized limits ensuring that credit standards are respected
  • Contributed to team efforts by completing the milestones in selling
  • Performed administrative and clerical duties, such as data entry and filing for customer database management.

Education

Master of Science - Computer Application & Information Technology

Ganpat University
Gujarat, India
06.2016

Bachelor of Science - Computer Application & Information Technology

Ganpat University
Gujarat, India
05.2014

Skills

  • Computing Languages & Software: MS-Office, Banking Software, Customer Database
  • Team Working, and Time Management
  • Research and Problem Solving
  • Customer service and satisfaction
  • Product promotion and upselling
  • Spreadsheet Management
  • Invoice Processing
  • Database Management
  • Document Control
  • Compensation and benefits

Certification

  • CAPM Exam Preparation Course with Udemy Online Learning, 01/2024, Present
  • Insurance Agent, 05/2022
  • Tax Preparer Course online with H&R Block, 01/2022
  • QuickBooks, 12/2023

Profileofskills

  • Worked five years in banking industry as Sales Executive at Axis bank and as a bank officer at Lalbaug Cooperative Bank.
  • Working experience of customer interaction as a Cashier/Front End Associate at Walmart.
  • Prepared and filled personal tax filling for two years as a CRA Representative for clients, and provided consultation based on client's requirements.
  • Effective Customer Communications Skills with collaborative approach.
  • Quick Learner, Self-motivated and disciplined professional approach.

Languages

English
Professional Working
Hindi
Full Professional

Timeline

Cashier / Front End Associate

Walmart
09.2022 - 04.2024

Bank Officer

Lalbaug Co-operative Bank
01.2019 - 05.2022

Sales Executive

Axis Bank
11.2016 - 12.2018

Tax Preparer (CRA Representative)

Master of Science - Computer Application & Information Technology

Ganpat University

Bachelor of Science - Computer Application & Information Technology

Ganpat University

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Avani Patel