Gurman Singh
Dawson City,YT
Summary
Detail-oriented finance professional with over 3 years of experience in financial operations, administrative support, and process optimization. Skilled in transaction documentation, benefits-related coordination, compliance, and using Microsoft 365 tools for accurate financial reporting. Proven ability to manage high-volume workflows, reduce processing errors, and support financial teams in meeting regulatory and audit requirements.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Representative (Financial Sales)
Educators Financial Group
Toronto, Ontario
05.2024 - 06.2025
- Supported accurate client financial documentation and ensured regulatory compliance in Salesforce, contributing to seamless financial transactions and audit readiness.
- Helped manage and schedule appointments for Financial Planners, maintaining workflow and adherence to internal process standards.
- Documented financial instructions and transactions, reducing processing errors and improving back-office efficiency.
- Participated in client records handling and report preparation for compliance and tracking purposes.
Supervisor
Bulkbarn
Etobicoke, Ontario
10.2022 - 10.2024
- Oversaw cash flow operations, including float counts, safe audits, bank deposits, and end-of-day reconciliations, with a focus on accuracy and compliance.
- Assisted the manager with employee timesheet data to be compiled and submitted to the payroll department through Dayforce-HCM.
- Trained and supported team members in adhering to store procedures and financial reporting practices.
- Implemented process improvements using Howell Data Systems to streamline POS reporting and transaction processing.
- Prepared reports and assisted with inventory tracking, expense monitoring, and records verification.
Client Relationship Manager
Angel One
New Delhi, India
09.2021 - 08.2022
- Developed streamlined documentation processes that reduced transactional errors by 20%, ensuring accurate client financial records.
- Managed high-volume client inquiries, resolving concerns in line with company policies while adhering to regulatory standards.
- Worked collaboratively with internal teams to compile client data, investment reporting, and financial summaries.
- Maintained sensitive client information and financial documentation for audits and internal compliance checks.
Education
Post-Graduate Certificate - Financial Planning And Wealth Management
Lambton College
Toronto, ON04-2024
Bachelor of Arts - Bachelor of Business Economics
Delhi University
New Delhi07-2021
Skills
- Software: Microsoft 365 (Excel – Advanced, Word, Outlook), Salesforce Financial Services Cloud, Dayforce, Howell POS, AccPac (familiarity – willing to learn further)
- Technical Skills: Financial documentation, Payroll-related support, Benefits coordination (basic), General Ledger Support, Accounts Processing
- Soft Skills: Organizational Efficiency, Compliance Awareness, Confidentiality Handling, Time Management, Team Collaboration
- Additional: Excellent recordkeeping, Client Data Accuracy, Workflow Optimization
Certification
- Investment Funds in Canada (IFC)
ADDITIONAL QUALIFICATIONS
- Experience handling financial documentation and assisting in benefit/financial inquiries.
- Familiarity with AccPac/ Sage 300 (willing to learn and apply payroll imports and journal entries).
- Strong Microsoft Excel & Word skills, used daily for transaction reporting and compliance summaries.
- Demonstrated administrative support and team training in supervisory and financial roles.
- Open to work in a cross-cultural, government, or First Nations environment with high respect for privacy and ethics.
Timeline
Client Service Representative (Financial Sales)
Educators Financial Group
05.2024 - 06.2025
Supervisor
Bulkbarn
10.2022 - 10.2024
Client Relationship Manager
Angel One
09.2021 - 08.2022
Post-Graduate Certificate - Financial Planning And Wealth Management
Lambton College
Bachelor of Arts - Bachelor of Business Economics
Delhi University
Similar Profiles
Pavithra PraveenPavithra Praveen
Sales Support Administrator- Internship at Educators Financial GroupSales Support Administrator- Internship at Educators Financial Group
SHAHRUKH SHAHSHAHRUKH SHAH
Accounting Internship at The Educators (Beaconhouse Group)Accounting Internship at The Educators (Beaconhouse Group)
Leroy MckinnisLeroy Mckinnis
Business Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial GroupBusiness Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial Group
Ramandeep Kaur DhaliwalRamandeep Kaur Dhaliwal
Room Attendant/ Light Duty Cleaner at Aurora InnRoom Attendant/ Light Duty Cleaner at Aurora Inn
Rikuto SatoRikuto Sato
Gardener at Yokohama English GardenGardener at Yokohama English Garden