Summary
Overview
Work History
Education
Skills
Volunteer Experience
Certification
Availability
Timeline
Generic

Jugraj Singh

Winnipeg

Summary

An Accounting assistant with over 3 years of extensive training and proficiency in a wide range of office administration and customer relations tasks. Known for proactively completing tasks, excelling in meeting tight deadlines, and performing well under pressure. Skilled in managing phone calls, providing essential information to customers, and acting as a liaison between departments with consistent professionalism and efficiency. Capable of multitasking, prioritizing responsibilities, and leveraging problem-solving abilities to ensure seamless office operations

Overview

3
3
years of professional experience
1
1
Certification

Work History

Account Administrator

ICW immigration
07.2024 - Current
  • Handle client billing and invoicing, ensuring timely and accurate processing of payments
  • Track and reconcile accounts receivable and payable, providing regular financial reports to management
  • Schedule and coordinate client meetings, interviews, and consultations, both in-person and virtually
  • Conduct regular audits of client files and accounts to ensure accuracy and completeness
  • Manage financial records, including expense reports and receipts, ensuring proper documentation and adherence to company policies.

Financial Advisor

AJ Finance
09.2022 - 07.2023
  • Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial status
  • Develop comprehensive financial plans tailored to clients' needs, including retirement planning, investment strategies, tax planning, and estate planning
  • Stay updated on financial markets, economic trends, and new investment opportunities to provide informed advice to clients
  • Build and maintain long-term relationships with clients, providing ongoing support and regular reviews of their financial plans.

Bookkeeper

Halls of Accounts
05.2021 - 09.2022
  • Maintain accurate and up-to-date financial records, including ledgers, journals, and account statements
  • Reconcile bank statements with the company’s financial records to ensure accuracy and identify any discrepancies
  • Prepare financial reports, such as balance sheets, income statements, and cash flow statements, for management review
  • Prepare and file tax returns, ensuring compliance with local, state, and federal regulations, and assist in tax audits.

Education

Certificate, Accounting Technician -

Robertson College
06.2024

Secondary Education -

SGHPSchool
03.2021

Skills

  • Ensuring accuracy in financial records and transactions
  • Clearly communicating financial information to colleagues and stakeholders
  • Experience with software such as QuickBooks, Sage50, Microsoft Dynamics
  • Maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries
  • Advanced proficiency in Microsoft Excel for financial analysis and reporting

Volunteer Experience

  • Greenpeace May 2021- March 2022

Environmental Volunteering, Volunteered at a local park, helping to maintain the gardens and trails, and assisting with wildlife conservation efforts.

  • Shantibhavan children April 2022- Jan.2023

 Education and Youth Development Volunteering, Assisted with a summer camp program, leading activities and games for children.

Certification

  • Certified in Trucking Dispatch and Load Brokerage, Rai Dispatch Training Inc.

Availability

Open

Timeline

Account Administrator

ICW immigration
07.2024 - Current

Financial Advisor

AJ Finance
09.2022 - 07.2023

Bookkeeper

Halls of Accounts
05.2021 - 09.2022

Certificate, Accounting Technician -

Robertson College

Secondary Education -

SGHPSchool

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Jugraj Singh