Kabir Sukhija

Toronto,ON

Summary

Dynamic Transfer Administrator with proven expertise at Questrade Financial Group in optimizing account management processes and enhancing customer satisfaction. Skilled in financial transfers and adept in MS Office, I excel in decision-making and team collaboration, consistently streamlining operations and resolving client inquiries to drive efficiency and improve service quality.

Skills

ATON / Non- ATON transfers
MS office proficient
Power-BI
Customer service
Quick books
SAP
ADP

Attention to detail
Recordkeeping and file management
Administrative support
MS office Expert
Documentation and reporting
Decision-making
Team building and leadership

Accomplishments

Created several Microsoft excel macros to streamline tasks for multi operational teams. By doing this we were able to reduce redundant tasks by 0.45 hours for 17 team members.

Work History

Transfer Administrator

Questrade Financial Group

02.2023 - 06.2024

Managed and completed the transfer in and out via ATON, NON-ATON, and manual, within the given SLAs.
Coordinated administrative support for the operations division, transfers team, trade desk, and customer service.
Managed client inquiries and resolved issues promptly, enhancing customer satisfaction.
Streamlined account management processes for improved operational efficiency.
Worked on account management for RRSPs, TFSAs, RESPs, and estate.

New Business Development Associate

AMEX International

11.2024 - 10.2025

Developed and maintained relationships with key stakeholders to drive business growth.
Conducted market research to identify new opportunities and inform strategic decisions.
Collaborated with cross-functional teams to align business objectives and enhance service offerings.
Analyzed customer feedback and industry trends to refine sales strategies and improve client satisfaction.

Accounts Payable Administrator

Derek Accounting

07.2021 - 01.2023

Reconciled vendor statements and resolved discrepancies, maintaining strong supplier relationships.
Managed accounts payable software, optimizing workflows and enhancing data accuracy.
Reviewed expense reports for compliance with company policies and approved reimbursements.
Assisted in month-end closing activities, ensuring accurate financial reporting and record-keeping.
Processed invoices and managed accounts payable to ensure timely payments.

Education

BBA - Finance And Accounting

Centennial College of Applied Arts And Technology

Scarborough, Ontario

06-2021

BBA - Finance And Accounting

University of Delhi

Delhi, India

09-2017

Languages

English

Native or Bilingual

Certification

Investment Funds in Canada (IFC)- 2023

Microsoft office- 2017,2019

ERS SAP- 2020

Canadian Securities Course (CSC)- Enrolled