Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Timeline
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Baljeet Saini

Summary

  • To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

16
16
years of professional experience
3
3

Certifications

1
1
Certificate

Work History

Financial Advisor

WORLD FINANCIAL GROUP
10.2018 - Current
  • Studied financial documents to identify potential areas needing improvement.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Monitored and updated financial plans to comply with client goals.
  • Advised clients on investments, retirement and estate planning.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Collaborated with clients to develop customized investment portfolios.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.

Receptionist

Dr. Neil Gajjar, Associates & Specialists
10.2021 - 07.2022
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Responded to inquiries from callers seeking information.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Maintained confidentiality of information regarding clients and company.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
  • Collected and distributed messages to team members and managers to support open communication and high customer service.
  • Monitored and screened visitors to verify accessibility to inter-office personnel.

Accounts Payable/Receivable Administrator

CIBC
01.2017 - 07.2018
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Developed and maintained courteous and effective working relationships.

Accounts Payable Administrator

LARLYN PROPERTY MANAGEMENT
01.2014 - 12.2016
  • Communicated with other departments to verify purchases.
  • Reconciled invoices and purchase orders and updated databases accordingly.
  • Set up vendors in Yardi
  • Liaised with vendors to communicate payment status.
  • Entered purchase orders, invoices and payments into company accounting system.
  • Updated and maintained aging report to facilitate payments
  • Executed payments to vendor accounts and completed payroll processing.
  • Positively interacted with all partners, employees and customers using exemplary communication and interpersonal talents.
  • Maintained and distributed departmental balanced score card information to highlight staff productivity, invoice processing workflow and cost allocations.
  • Reduced staff and eliminated overtime by realigning workload in order to meet budgetary restrictions.
  • Automated workflow controls for collections management and credit risk assessment in accordance with SOX guidelines.
  • Partnered with finance team to complete month-end accruals and account reconciliations.
  • Closely monitored accounts to post timely payments and resolve billing discrepancies.
  • Observed strict confidentiality regulations to maintain data security.

Sr. Security Officer/Lead Hand

A.S.P SECURITY – L.B.P.I. AIRPORT
10.2009 - 11.2013
  • Checked and verified photo identification prior to granting facility access.
  • Checked identification of persons entering and exiting facility to eliminate unauthorized visitors.
  • Acted quickly during emergency situations to reduce opportunity for damage and injury.
  • Screened individuals and prevented passage of prohibited articles into restricted areas.
  • Regulated vehicle and pedestrian traffic onto building grounds.
  • Oversaw daily monitoring and patrolled buildings, grounds, and work sites.
  • Monitored and authorized entrance and departure of vehicles, cargo trucks, and visitors.
  • Conducted regular patrols of key areas to spot and control security concerns.
  • Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
  • Reported suspicious activities and persons to law enforcement.
  • Executed security rules and procedures and calmly and promptly escorted non-compliant individuals out of building.
  • Examined doors, windows and gates to verify security.
  • Investigated suspicious activities and persons to maintain security of premises.
  • Patrolled internal building spaces and facility grounds to identify and deter threats to assets.

Account Receivable Clerk

GREAT ACCIDENT CLAIMS SERVICES
02.2007 - 08.2009
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Developed and maintained positive relationships with clients to maximize collections.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Utilized Microsoft Excel, QuickBooks to manage invoices and payments.
  • Generated monthly accounts receivable reports to submit developments for management review.
  • Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.

Education

Office Administrative -Legal -

Sheridan College Institute of Technology And Advanced Learning
Brampton, ON

Police Studies

Sheridan College Institute of Technology And Advanced Learning
Brampton, ON
2008

Skills

  • Applications: MS Office 2003/XP/2000/97, Word Perfect 70
  • Accounting: ACCPAC, Simply Accounting, Quick Book
  • Browsers: Internet Explorer (IE) 11, Safari on macOS 165
  • Platforms: Microsoft Windows XP Pro/2000 Pro/98
  • Software: Yardi, Paradigm, Bluenote
  • Insurance Recommendation
  • Financial Aid Counseling
  • Client Interactions
  • Professional Industry Communication
  • Cash Flow Projection

Certification

  • Licensed HLLQP, Oliver learning - 2018
  • Certified from Heart & Stroke- 2022
  • Certified Mortgage Agent, REMIC- 2023

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

I feel that luck is preparation meeting opportunity.
Oprah Winfrey

Timeline

Receptionist

Dr. Neil Gajjar, Associates & Specialists
10.2021 - 07.2022

Financial Advisor

WORLD FINANCIAL GROUP
10.2018 - Current

Accounts Payable/Receivable Administrator

CIBC
01.2017 - 07.2018

Accounts Payable Administrator

LARLYN PROPERTY MANAGEMENT
01.2014 - 12.2016

Sr. Security Officer/Lead Hand

A.S.P SECURITY – L.B.P.I. AIRPORT
10.2009 - 11.2013

Account Receivable Clerk

GREAT ACCIDENT CLAIMS SERVICES
02.2007 - 08.2009

Office Administrative -Legal -

Sheridan College Institute of Technology And Advanced Learning

Police Studies

Sheridan College Institute of Technology And Advanced Learning
Baljeet Saini