Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
References
Timeline
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GOPALAKRISHNAN ANANDHARAJ

Dartmouth,Canada

Summary

Accomplished Financial Clerk at Chalice Canada, adept in bank reconciliation and fostering client relationships. Excelled in a computerized environment. Skilled in Microsoft Office, with a proven track record in collaborative teamwork and efficient portfolio management.

Overview

8
8
years of professional experience

Work History

Financial Clerk

Chalice Canada
Bedford, Nova Scotia
10.2024 - 01.2025
  • Accurately processed and recorded donations in a highly computerized environment, ensuring compliance with organizational standards.
  • Reconciled daily financial transaction records, maintaining a critical eye for detail and accuracy.
  • Communicated professionally with donors via telephone and written correspondence, fostering positive relationships.
  • Organized and sorted donation mail, contributing to efficient workflow and timely processing.
  • Supported additional finance-related tasks, showcasing adaptability and a service-oriented mindset.
  • Utilized advanced Microsoft Office tools and donor database systems to ensure seamless transaction processing.

Client Service Analyst

Butterfield Pvt Ltd
08.2023 - 10.2024
  • Reviewed information and documentation provided by clients during onboarding, ongoing reviews and via basic amendments
  • Conducted Financial Crime risk assessments in order to accurately document the risk profile of each relationship
  • Detailed Source of Wealth and Funds rationale is held for each relationship, and where required, corroborating this information using public sources or documentation obtained directly from the Client
  • Undertook adverse media searches to identify potential high risk factors

Associate Team Lead

Dollarama Pvt Ltd
09.2021 - 08.2023
  • Performed store opening and closing duties with an $8000 cash float
  • Trained in the day-to-day procedures that are necessary for the establishment to run store operations
  • In the absence of management, acts as a Manager on Duty (MOD)
  • Established healthy customer relationships with customers and understand their requirements by providing the best possible service
  • Maintain the company's visual merchandise standards within a specific department and the overall store, including general housekeeping cleanliness
  • Provided customer service during peak hours and managed self-checkout and in-person customer service by reducing the waiting time
  • Ensure the assigned tasks are completed, store/opening, and closing procedures are followed and employees work safely

Intermediate representative

Bank of New York Mellon, India
07.2017 - 07.2021
  • Accurately processed and recorded donations in a highly computerized environment, ensuring compliance with organizational standards.
  • Reconciled daily financial transaction records, maintaining a critical eye for detail and accuracy.
  • Communicated professionally with donors via telephone and written correspondence, fostering positive relationships.
  • Organized and sorted donation mail, contributing to an efficient workflow and timely processing.
  • Supported additional finance-related tasks, showcasing adaptability, and a service-oriented mindset.
  • Utilized advanced Microsoft Office tools and donor database systems to ensure seamless transaction processing.

Education

Business administration program - Finance concentration

Nova Scotia Community College
Nova Scotia
04.2023

Bachelor of Engineering - Mechanical

University College of Engineering - Thirukkuvalai
India
01.2015

Skills

  • Effective Time Allocation
  • Collaborative Team Member
  • Client Relationship Development
  • Loan Service and Client Management
  • Bank reconciliation
  • Portfolio management
  • Onboarding
  • Trade processing
  • Reconciliation
  • Mutual funds
  • Microsoft Office Proficiency
  • Record maintenance
  • Expense tracking
  • Invoice processing

Accomplishments

  • Received bursary of $3500 from NSCC in the second term.
  • Received WOW award from Client service team for employment Initiative in Bank of New York Mellon.
  • Awarded with appreciation from the client for supported during the year end.

Affiliations

  • Participated in NSCC Enactus team for the project “Planting Roots” to build raised garden beds.
  • Participated in Challenge Nova Scotia 2021 event to address the topic of support local business.
  • Participated in Corporate Social responsibility (CSR) with Bank of New York Mellon in India
  • Volunteered at Haunted House at Alderney Landing, Dartmouth in October 2021
  • Volunteered in Coastal Clean-up and Tree sapling event organized by Chennai Trekking Club

References

References available upon request.

Timeline

Financial Clerk

Chalice Canada
10.2024 - 01.2025

Client Service Analyst

Butterfield Pvt Ltd
08.2023 - 10.2024

Associate Team Lead

Dollarama Pvt Ltd
09.2021 - 08.2023

Intermediate representative

Bank of New York Mellon, India
07.2017 - 07.2021

Business administration program - Finance concentration

Nova Scotia Community College

Bachelor of Engineering - Mechanical

University College of Engineering - Thirukkuvalai

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