Hi, I’m
Baljeet Saini
Summary
Reprocessing professional focused on enhancing operational efficiency and patient safety. Expertise in sterilization processes and compliance with healthcare standards. Strong collaboration skills and adaptability to meet evolving demands, ensuring reliable service delivery.
Overview
18
years of professional experience
1
Certification
Work History
WORLD FINANCIAL GROUP
Financial Advisor
10.2018 - Current
Job overview
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Dr. Neil Gajjar, Associates & Specialists
Receptionist
10.2021 - 07.2022
Job overview
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
CIBC Bank
Accounts Payable/Receivable Administrator
01.2017 - 07.2018
Job overview
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
- Improved employee productivity with effective time management strategies for daily tasks.
LARLYN PROPERTY MANAGEMENT
Accounts Payable Administrator
01.2014 - 12.2016
Job overview
- Reconciled vendor statements monthly, identifying errors and resolving discrepancies promptly.
- Reduced late payment fees by closely monitoring due dates and prioritizing payments.
- Implemented a paperless filing system, reducing physical storage needs and increasing document accessibility.
- Prepared weekly check runs for approved invoices, delivering accurate payments to vendors on time.
- Assisted in month-end closing procedures, ensuring timely completion of financial statements.
A.S.P SECURITY – L.B.P.I. AIRPORT
Sr. Security Officer/Lead Hand
10.2009 - 11.2013
GREAT ACCIDENT CLAIMS SERVICES
Account Receivable Clerk
02.2007 - 08.2009
Education
Sheridan College Institute of Technology and Advanced LearningBrampton, ON
Office Administrative from Paralegal
07.2006
Sheridan College Institute of Technology And Advanced LearningBrampton, ON
Associate of Arts from Police Studies
08.2008
University Overview
- Honor Roll, [August, 2008]
Seneca PolytechnicToronto, ON
Medical Device Reprocessing Technician
04.2025
Skills
- Applications: MS Office 2003/XP/2000/97, Word Perfect 70
- Browsers: Internet Explorer (IE) 11, Safari on macOS 165
- Software: Yardi, Paradigm, Bluenote
- Accounting: ACCPAC, Simply Accounting, Quick Book
- Financial Aid Counseling
- Professional Industry Communication
- Professional demeanor
- Investment advice
- Analytical thinking
Certification
- Licensed HLLQP; Oliver learning - 2018
- Certified Mortgage Agent; REMIC- 2023
- Certified CPR-C; Heart & Stroke- 2025
- Certified Mask Fit- 2025
Languages
Hindi
Full Professional
Punjabi
Full Professional
Urdu
Full Professional
Timeline
Receptionist
Dr. Neil Gajjar, Associates & Specialists
10.2021 - 07.2022
Financial Advisor
WORLD FINANCIAL GROUP
10.2018 - Current
Accounts Payable/Receivable Administrator
CIBC Bank
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
Seneca Polytechnic
Medical Device Reprocessing Technician
Sheridan College Institute of Technology and Advanced Learning
Office Administrative from Paralegal
Sheridan College Institute of Technology And Advanced Learning
Associate of Arts from Police Studies
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