Summary
Overview
Skills
Work History
Education
Certification
Languages
Timeline
SalesManager

JASROOP SINGH

Team Leader
Etobicoke,ON

Summary

Organized and detail-oriented Business Administration graduate with a focus on finance and administrative support. Certified in Canadian Securities, with solid experience in financial documentation, client relationship management, and operational coordination. Adept at handling multiple tasks in fast-paced environments, ensuring compliance, and providing administrative support to financial advisors. I am seeking to leverage expertise in financial reporting, client service, and office management to support the growth of a reputable financial advisory firm.

Overview

2
2
years of professional experience
1
1
Certification
3
3
Language

Skills

  • Investment & Financial Knowledge: Proficient in Canadian Securities, financial planning, and retirement strategies, supporting and preparing financial reports and presentations
  • Data Analysis & Reporting: Expertise in Excel for financial data analysis, creating detailed reports to assist financial advisors in decision-making
  • Client Relationship Management: Strong interpersonal skills, capable of handling client inquiries, scheduling appointments, and managing professional communications
  • Organizational Excellence: Efficient in calendar management, task prioritization, and meeting coordination to ensure smooth operations
  • Compliance & Regulatory Adherence: Knowledge of industry regulations, ensuring that all documentation and client interactions meet compliance requirements
  • Technology Proficiency: Advanced in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), CRM systems, and financial tools
  • Technical Skills: Proficient in financial tools such as QuickBooks, Bloomberg

Work History

Team Leader

Dollarama
Etobicoke
01.2023 - Current
  • Managing a team of 10 associates, improving operational efficiency and achieving a 15% increase in sales
  • Streamlined inventory management and optimized product availability, reducing discrepancies by 25%
  • Creating training initiatives that enhance team productivity and customer service
  • Supported financial reporting by analyzing sales data and presenting insights to management.

Team Leader

United Parcel Services
Caledon
01.2023 - 08.2023
  • Optimized logistics processes, leading to a 15% improvement in operational efficiency and a 20% reduction in shipping errors
  • Collaborated with cross-functional teams to implement a new tracking system, improving shipment visibility by 25%
  • Maintained accurate records, produced detailed operational reports, and ensured compliance with KPIs.

Education

BBA - Finance

George Brown College
Toronto, ON
01.2023 - 04.2024

Certification

Canadian Securities Course (CSC) – Completed in 2024

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Punjabi
Bilingual or Proficient (C2)

Timeline

BBA - Finance

George Brown College
01.2023 - 04.2024

Team Leader

Dollarama
01.2023 - Current

Team Leader

United Parcel Services
01.2023 - 08.2023

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