Lovejot Kaur Dhillon
Surrey,BC
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.Brings 11 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.
Overview
11
11
years of professional experience
Work History
Advisor
Khalsa Credit Union
09.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Provide credit card solutions to members, seeks to understand card spend activity and recommends personalized card solutions that meet Member needs.
- Facilitated new client onboarding process and investment account setup.
Office Administrator
Kids Learning Castle Childcare
09.2020 - 08.2022
- Interacted with customers by phone, email or in-person to provide information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
Office Manager
SK Institute
10.2016 - 05.2019
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
Office Administrator
SK Institute
08.2013 - 09.2016
- Interacted with customers by phone, email or in-person to provide information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
Education
MBA - Human Resource Management
Punjabi University Patiala
Punjab, India05.2013
Bachelor of Science - Airlines Tourism And Hospitality Management
ITFT
Chandigarh, India05.2010
Skills
- Schedule Coordination
- Team Building
- Handling Customer Complaints
- Microsoft Office Suite
- Serve Client Needs
- Cash Handling
- Communication skills
Timeline
Advisor
Khalsa Credit Union
09.2022 - Current
Office Administrator
Kids Learning Castle Childcare
09.2020 - 08.2022
Office Manager
SK Institute
10.2016 - 05.2019
Office Administrator
SK Institute
08.2013 - 09.2016
MBA - Human Resource Management
Punjabi University Patiala
Bachelor of Science - Airlines Tourism And Hospitality Management
ITFT
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