Hala Choudhry
Brampton,ON
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.
Overview
10
10
years of professional experience
Work History
Group Retirement Services, Canada Life
Canada Life
05.2022 - 04.2023
- Handle plan and member maintenance on GPAS, including data updates, financial transactions and reporting
- Handle various inquiries, telephone calls, emails, and correspondences from multiple audiences
- Responsible for daily management of block of business
- Fostering relationships with plan administrators, brokers, advisors and plan member
- Handling sensitive and complex issues in timely and accurate manner
- End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)
Fund Accountant
RBC
04.2021 - 05.2022
- Ensure all required data for producing NAV are available and quality ensured (corporate action, pricing) and prepare Net Asset Value (NAV) for funds assigned
- Reconcile unit holder capital stock, cash, and security holdings and investigate and clear all outstanding issues in timely manner
- Analyze & reconcile general ledger to sub-ledger and resolve outstanding issues in timely manner
- Prepare calculation of year-end distributions of income, capital gains and related tax issues
- Minimize NAV discrepancies and ensure timely corrective action
- Maintain strong working knowledge of various accounting policies for different fund types
Custody Specialist
CIBC Mellon
09.2019 - 04.2021
- Day to day service contact for Top tier Clients and Investment Managers
- Research and resolve client and Investment Manager inquiries within CS service standards
- Ensure large overdraft and ideal cash balances are appropriately reported daily
- Providing support to staff in Toronto and Pune
- Processing various cash receipts and payments in accordance with custody guide lines
- Providing funding approvals to assess risk of outgoing payments instructed by clients
- Processing cheque withdrawals and deposits
- Completing callbacks for CAD and global amounts
- Working with external stake holders on behalf of clients to complete audit request
- Validating authorized signatures and validating all accounts are captured on reports to complete audit requests
Customer Service Representative
CIBC
10.2017 - 09.2019
- Deposits
- Withdrawals
- Transfers
- Preparing money order and bank drafts
- Counting cash
- Sending wire transfers
- Global money transfers
- ATM deposits
- Promoting bank services
Sales Representative
Home Depot
10.2015 - 04.2018
- Create orders with attention to detail
- Professionally and courteously answer Customer Service calls; providing excellent customer service
- Assist customers with finding products and checking out
- Sell products and sign up's for credit cards
- Meeting sales target for flooring and decor
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions
Office Administrator, Placement
Co-op, Scotiabank
01.2013 - 06.2013
- Reconciled account files and produced monthly reports.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Maintained electronic and paper filing systems for easy retrieval of information.
Education
Bachelor of Arts - Business, Business Administration
York University
04.2019
Advanced Diploma -
Humber College, Secondary School
06.2016
Diploma -
Central Peel Secondary School
09.2014
Skills
- SKILLS AND QUALIFICATIONS
- Excellent communication skills
- Strong interpersonal skills
- Self-motivated
- Strong leadership skills
- Highly adaptable & welcomes challenges
- Microsoft Excel - Formulas, graphs/chart
- Microsoft Word - Memos
- Microsoft PowerPoint - Presentations
- Detail orientated
- Strong organizational skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Group Retirement Services, Canada Life
Canada Life
05.2022 - 04.2023
Fund Accountant
RBC
04.2021 - 05.2022
Custody Specialist
CIBC Mellon
09.2019 - 04.2021
Customer Service Representative
CIBC
10.2017 - 09.2019
Sales Representative
Home Depot
10.2015 - 04.2018
Office Administrator, Placement
Co-op, Scotiabank
01.2013 - 06.2013
Bachelor of Arts - Business, Business Administration
York University
Advanced Diploma -
Humber College, Secondary School
Diploma -
Central Peel Secondary School
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