Harpreet Kaur Boparai
Abbotsford,BC
Summary
To obtain a position of responsibilities that utilizes my skills and experience.
Overview
26
26
years of professional experience
Work History
Financial Advisor
World Financial Group
01.2012 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated new client onboarding process and investment account setup.
- Worked with clients to support understanding of rationale and details of financial strategies.
Delivery Driver
Skip the dishes
01.2021 - 10.2023
- Maintained upbeat, positive attitude in busy, customer-focused environment.
- Completed on-time deliveries by choosing best and most efficient routes.
- Delivered packages to customer doorsteps and business offices.
- Operated vehicle safely in highly congested areas with no traffic violations.
- Completed rush deliveries on tight timetables to satisfy customer needs.
- Read maps, followed oral, and written instructions and used GPS technology to make deliveries.
- Managed customer inquiries and complaints in polite and professional manner.
- Expedited deliveries to meet customer deadlines and requirements.
Post Office clerk
Image Plus
01.2013 - 01.2021
- Minimized delivery delays by verifying merchandise, labels and documents for customer order prior to shipment.
- Used automated mail processing equipment to sort and collate mail.
- Weighed letters and packages and calculated costs based on classification, weight, and destination.
- Sorted mail according to size, shape and destination.
- Released registered and special delivery letters and packages to designated recipients and obtained signatures for release.
Customer Service
Great Canadian Dollar Store
01.2006 - 01.2014
- Resolved customer service issues with timely and professional resolutions.
- Personalized customer service guidelines and performance measures specific to branch.
- Provided excellent customer service while meeting challenging time goals.
- Trained new hires on customer service policies and procedures.
Post Office Clerk
Shoppers Drug Mart
01.2010 - 01.2011
- Minimized delivery delays by verifying merchandise, labels and documents for customer order prior to shipment.
- Used automated mail processing equipment to sort and collate mail.
- Weighed letters and packages and calculated costs based on classification, weight, and destination.
- Sorted mail according to size, shape and destination.
- Prepared reports to track mail volumes, fees and other related data.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
Payroll
Denbow Transport Ltd
01.2008 - 01.2010
- Coordinated with clients to improve accounting, payroll and tax operations.
- Collaborated with human resources, accounting and other departments to confirm payroll accuracy.
- Processed timecards and payroll data for team of employees.
- Produced payroll activities documentation and reports to meet corporate guidelines and promote transparency.
- Managed payroll documentation for department with approval over time cards and leave.
Packer
Chocolate Cottage
01.1999 - 01.2005
- Completed daily orders with expert picking and packing of shipments.
- Protected materials for transport by correctly packaging products in boxes and crates.
- Complied with safety, health, and environmental regulations as prescribed by law.
- Performed required housekeeping to keep work areas clean such as sweeping floors, putting trash in trash containers and picking up product from floor.
Education
Finance
Simon Fraser University
Surrey, BC01.2012
Food Safe Level 1 -
Canadian Community College
01.2011
Bookkeeping for Small Business -
UFV
01.2008
Income Tax Course -
H&R Block
01.2005
Grade 12 -
W.J. Mouat Secondary School
01.1998
Skills
- Trend analysis expertise
- Insurance decisions
- Client Relations
- Stock market expertise
- Investment planning
- Retirement needs
- Debt management
- Relationship building and management
Additionalskills
Able to type up to 40 wpm, Well versed in multiple computer programs and databases, Able to work well within team environment as well as individually, Experienced in coaching and developing team to deliver higher standards and results, Able to learn quickly in challenging environment, Strong organizational, problem solving and customer service skills, Fast, efficient and reliable, with positive attitude, Willing to assist in professional, friendly and efficient manner
Highlightofqualifications
- Over 7 years of hands-on experience within the customer service industry
- Ability to build strong rapport and relationships with customers
- Self-motivated and able to work with little or no direction and supervision
- Strong attention to detail in understanding and executing required tasks
- Intermediate computer skills in Microsoft Office: Excel, PowerPoint and Word
- Language: English, Punjabi and Hindi
References
Excellent References Available on Request
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Delivery Driver
Skip the dishes
01.2021 - 10.2023
Post Office clerk
Image Plus
01.2013 - 01.2021
Financial Advisor
World Financial Group
01.2012 - Current
Post Office Clerk
Shoppers Drug Mart
01.2010 - 01.2011
Payroll
Denbow Transport Ltd
01.2008 - 01.2010
Customer Service
Great Canadian Dollar Store
01.2006 - 01.2014
Packer
Chocolate Cottage
01.1999 - 01.2005
Finance
Simon Fraser University
Food Safe Level 1 -
Canadian Community College
Bookkeeping for Small Business -
UFV
Income Tax Course -
H&R Block
Grade 12 -
W.J. Mouat Secondary School
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