NURJAHAN CHOWDHURY
Toronto,Ontario
Summary
A dedicated customer service advisor with a background in Finance and Customer Service. Excellent at working with team members to meet and exceed organization goals. I operate well in a highly competitive environment with a focus on leadership as an integral part of an organization's success.
Overview
7
7
years of professional experience
Work History
FUND ACCOUNTANT
SCOTIABANK GLOBAL ASSET MANAGEMENT
10.2022 - Current
- Monitored daily funds and completed accounting processes for valuation, tax, and expense management
- worked with Crystal Report, Mpower, Morningstar and Bloomberg is desired.
- Knowledge of settled Trade /Dividend and move currency for FX, adjusted transition for bond coupon
- Posted monthly bank charge and interest on M power.
WEALTH OPERATIONS OFFICER II
TD WEALTH MANAGEMENT
05.2021 - 07.2022
- Working as a wealth operation officer, reviewed client transfer requests and initiate in timely and accurate manner
- Knowledge of ticketing system for credit approvals and transfer related issues
- Assisted training new hires and help junior co-worker in daily workflow
- Managed over 100% of daily allocation maintaining 0% error rate with very high level of attention to detail within service level agreement
- Administered Registered accounts, non-registered accounts, and Donation related transactions in accurate manner
- Reviewed client accounts on ISM to verify client information on daily basic.
FINANCIAL SERVICE REPRESENTATIVE
NATIONAL MONEY MART
11.2018 - 02.2021
- Senior Open and Closer- responsible for handling cash in a secure manner and ensuring all transactions are accounted for and balanced
- Maintain up-to-date knowledge of store policies including payment, returns and exchanges
- Worked as a team member performing cashier duties, product assistance - promptly responded to general inquiries from members, staff and clients
- Developed an understanding of Anti- Money Laundering legislation
- Responsible for cheque negotiation, understanding the security features of a cheque and having effective conversations with clients when negotiating cheques
- Required to meet monthly sales quotas for both loan processing and loan payment
- Developed highly empathetic client relationships and earned a reputation for exceeding sales goals.
ACCOUNTING & TAX ASSISTANT
SAIF ACCOUNTING FIRM
07.2017 - 11.2018
- Managed general accounting functions such as reconciling the balance sheet assisting with P & L Statements preparation
- Proficient ability to use QuickBooks software
- Assisted with AP, AR, and daily and weekly financial processing as well as month end variance analysis
- Headed the transfer of customer accounts from Excel to QuickBooks, resulting in increased accountability and efficiency of customer account management.
Education
Skills
- Strong relationship management skills
- VBA and ISM Micro skills
- Great MPower skills : calculating Net Asset Value, preparing financial statements
- Strong Microsoft Office Skills: Excel, Word
- Excellent organizational, planning, analytical and problem-solving skills
References
REFERENCES AVAILABLE UPON REQUEST
Timeline
FUND ACCOUNTANT
SCOTIABANK GLOBAL ASSET MANAGEMENT
10.2022 - Current
WEALTH OPERATIONS OFFICER II
TD WEALTH MANAGEMENT
05.2021 - 07.2022
FINANCIAL SERVICE REPRESENTATIVE
NATIONAL MONEY MART
11.2018 - 02.2021
ACCOUNTING & TAX ASSISTANT
SAIF ACCOUNTING FIRM
07.2017 - 11.2018
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