Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
3
3
years of professional experience
Work History
PAYROLL OPERATOR
TRUCK TRAILER COACH REPAIR
04.2023 - Current
Resolved payroll discrepancies and inquiries with strong attention to detail and condentiality
Utilized QuickBooks Online software to input and verify payroll data for accuracy
Maintained compliance with all federal and state payroll regulations and guidelines
Experienced in handling payroll taxes, deductions, and compliance with applicable laws
ADMINISTRATIVE ASSISTANT
TRUCK TRAILER COACH REPAIR
03.2022 - Current
Managed complex schedules and coordinated meetings for executives, ensuring timely execution and eciency
Facilitated seamless communication between departments, fostering collaboration and productivity across teams
Handled condential information with discretion and professionalism, maintaining trust and integrity
JUNIOR ACCOUNTANT
TRUCK TRAILER COACH REPAIR
03.2022 - Current
Generated nancial reports and conducted variance analysis to support decision-making processes
Managed accounts receivable and accounts payable processes to maintain accurate nancial records
Assisted with month-end nancial reports and reconciliations for accuracy and completeness
Conducted variance analysis to identify discrepancies and recommend corrective actions
Insurance Advisor (Part Time)
World Financial Group, Inc.
11.2021 - 03.2024
Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
Developed and implemented strategies to maximize customer satisfaction.
Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
PG DIPLOMA IN ACCOUNTING & MANAGEMENT -
CESTAR COLLEGE
11.2021
BACHELOR`S OF COMMERCE - undefined
PUNJABI UNIVERSITY
04.2019
HIGH SCHOOL DIPLOMA -
PREMIER PUBLIC SCHOOL
03.2016
Skills
Policy analysis
Customer follow-up
Client retention
Customer service
Account management
Claims management
Financial planning
Data interpretation
References
Paras Mittal ( Senior Manager - WFG )
647-916-5979
Dominique ( Professor )
819-820-5410
Certifications
HLLQP
Tally ERP 9.0
QuickBooks Desktop
Sage 50
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
PAYROLL OPERATOR
TRUCK TRAILER COACH REPAIR
04.2023 - Current
ADMINISTRATIVE ASSISTANT
TRUCK TRAILER COACH REPAIR
03.2022 - Current
JUNIOR ACCOUNTANT
TRUCK TRAILER COACH REPAIR
03.2022 - Current
Insurance Advisor (Part Time)
World Financial Group, Inc.
11.2021 - 03.2024
BACHELOR`S OF COMMERCE - undefined
PUNJABI UNIVERSITY
PG DIPLOMA IN ACCOUNTING & MANAGEMENT -
CESTAR COLLEGE
HIGH SCHOOL DIPLOMA -
PREMIER PUBLIC SCHOOL
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