Summary
Overview
Work History
Education
Skills
Timeline
Generic

MUBAH SIDDIQUI

Toronto,ON

Summary

Motivated Trade Administrator with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Proven Expertise in trade documentation, compliance, and coordinating logistics.

Overview

5
5
years of professional experience

Work History

Wealth Management Assistant

Jarislowsky Fraser Limited
03.2022 - Current
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Oversee the preparation, management and submission of trade documents ensuring compliance and auditing.
  • Trade Agreements: Stay updated on trade agreements that may impact business operations.
  • Risk Management: Identify potential risk in trade operations and implement strategies to mitigate them.
  • Record Keeping: Maintain comprehensive records of all trade transactions, ensuring data accuracy and completeness for auditing purposes.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Monitored and updated financial plans to comply with client goals.

.

Head Teller

CIBC
07.2019 - 12.2021
  • Provide leadership to the teller team, overseeing day to day Operations, and ensuring efficient and affective service delivery.
  • Manage cash Supplies,including ordering and distributing cash to meet optional needs while maintaining compliance withbank policies and regulatory requirements.
  • Lead by example in delivering exceptional customer service, resolving issues, fostering positive banking experience.
  • Train and mentor teller staff, ensuring they are well-versed in bank procedures.
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Education

Associate of Science - Computer Networking

Seneca College of Applied Arts And Technology
North York, ON
05.2018

Skills

  • Investment Strategies
  • Portfolio Management
  • Asset Allocation
  • Cash Flow Management
  • Adaptability
  • Analytical Thinking
  • Attention to Detail
  • Decision Making
  • Risk Management
  • Customer Service
  • Problem Solving
  • Data Analysis

Timeline

Wealth Management Assistant

Jarislowsky Fraser Limited
03.2022 - Current

Head Teller

CIBC
07.2019 - 12.2021

Associate of Science - Computer Networking

Seneca College of Applied Arts And Technology
MUBAH SIDDIQUI