Summary
Overview
Work History
Education
Skills
Projects
Coursework
Accomplishments
Timeline
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Ed Rampersaud

brampton,Ontario

Summary

Dynamic financial professional with a proven track record at CibcMellon, excelling in data analysis and client relations. Achieved an 85% customer satisfaction rating by resolving inquiries efficiently. Expertise in tax preparation and financial reconciliation, coupled with strong attention to detail, drives impactful investment strategies and enhances overall operational efficiency.

Overview

15
15
years of professional experience

Work History

Transfer Specialist

Research Capital Corp
Toronto, ON
12.2024 - 05.2025

Provided support for customers completing transactions and addressing inquiries.

Advised clients on optimal payment methods for transactions.

  • Monitored daily activities related to foreign exchange transactions.
  • Researched transfer process issues and developed effective solutions.
  • Managed incoming customer requests regarding funds transfers efficiently.
  • Generated monthly statements detailing customer transfer activities.
  • Ensured compliance with regulations governing international money transfers.
  • Maintained accurate records of all transactions for proper documentation.

Return Agent

Hertz Canada
Toronto, CA
08.2017 - 08.2018
  • Check in returning customers, close contracts, spot check vehicles for damages.
  • Shuttle customers to airport terminals.
  • Drop vehicles off to various locations in the.
  • Met quarterly sales goals by checking-in over 80 returning customers per day and shutting-down 50 customer contracts per shift while inspecting vehicles and reporting damages.
  • Facilitated the safe transfer of vehicles to various locations while meeting quarterly sales goals of 80 check-ins per day and 50 contracts closed per shift, inspected vehicles for damages, and returned vehicles to customers with a satisfaction rating of 95%.

Associate Manager

Canadian Stock Transfer
Toronto, CA
01.2017 - 07.2017
  • Prepare monthly, quarterly notices of meetings for companies under administration.
  • Order and mail various reports for shareholders.
  • Assist Dividend and Proxy Department with scanning and processing of cheques.
  • Process quarterly dividend payments for shareholders.
  • Maintained accuracy of over 3,000 records, increasing overall efficiency by 43% while decrease expense related to processing errors by 92%.

Mutual Fund Administrator

CibcMellon
Toronto, CA
02.2010 - 03.2016
  • Provide back office support for over 75 Fund Companies.
  • Handle large volumes of incoming/outgoing calls to/from Dealers, Investors and Advisors.
  • Run requested reports daily (AUM, Gains and Losses, Dsc, Maturity and Holdings).
  • Follow up on daily trade rejects and transfers in/out nigo's.
  • Process Transfers, PAC's, Swips, and Awd requests.
  • Investigate and resolve payment issues.
  • Recover lost funds for Trade Corrections teams (LOI's).
  • Assist tax team, Dealer Services with quarterly, seasonal projects.
  • Scan incoming Estate documents for redemption requests, or Estate Payouts.
  • Complete daily email queries pertaining to various fund companies.
  • Achieved customer satisfaction rating of 85% on average by promptly responding to customer inquiries and resolving customer issues with the highest possible level of customer service.

Education

CibcMellon
Toronto, ON, CA
03.2016

Skills for Success Workshops

University of Toronto
Toronto, ON
01.2013

Skills

  • Data analysis
  • Client relations
  • Financial analysis
  • Investment strategies
  • Tax preparation
  • Effective communication
  • Attention to detail
  • Financial reconciliation
  • Monthly reporting
  • Accounts receivable management
  • Problem solving

Projects

Volunteer, John Hancock, 06/01/16, 07/01/16, Helped put together medical packages for various native communities., Successfully assembled and distributed 200 medical packages to 50 remote communities, increasing access to medical resources by 20% in under-served areas.

Coursework

Skills for Success Workshops, University of Toronto, 01/01/13, teamwork, resolving conflict in the workplace, providing a positive environment for employees

Accomplishments

Letter of Achievement for exemplary contributions to merger of fund (Vengrowth) With CI Covington Fund

Timeline

Transfer Specialist

Research Capital Corp
12.2024 - 05.2025

Return Agent

Hertz Canada
08.2017 - 08.2018

Associate Manager

Canadian Stock Transfer
01.2017 - 07.2017

Mutual Fund Administrator

CibcMellon
02.2010 - 03.2016

CibcMellon

Skills for Success Workshops

University of Toronto
Ed Rampersaud