PREETI CHOUDHARY
Fort St. John,BC
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.
Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate operational tasks.
Overview
15
15
years of professional experience
Work History
Document Control Coordinator
AFDE/SITE C
Fort St. John, BC
10.2022 - 04.2023
- Managed document processes through scanning, filing, and transmitting while following all standard procedures.
- Ensured compliance as per BC Hydro requirements related to document control.
- Maintained and updated document control database with new documents, revisions and changes.
- Verified accuracy of data in documents before they were released into circulation.
- Conducted periodic audits of physical files against electronic records stored in the system.
- Coordinated the distribution of documents to internal stakeholders according to their needs.
- Maintained an up-to-date record of all changes made to controlled documents.
- Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes.
Safety Administrator
AFDE/SITE C
Fort St. John, BC
03.2021 - 07.2021
- Developed and implemented safety policies, procedures, and practices to reduce the risk of injuries in the workplace.
- Educated employees on proper use of Personal Protective Equipment.
- Maintained accurate records of all health and safety related documents such as accident investigation reports, hazard assessments.
- Conducted safety training for new employees and existing staff to ensure compliance with safety regulations.
- Maintained records of all incidents, including accident reports, near misses, and unsafe conditions or acts.
- Participated in business safety committee meetings and health and safety audits.
Document Control Coordinator
AFDE/ SITE C
Fort St. John, BC
10.2018 - 05.2019
- Managed document processes through scanning, filing and transmitting while following all standard procedures.
- Ensured compliance as per BC Hydro requirements related to document control.
- Maintained and updated document control database with new documents, revisions and changes.
- Verified accuracy of data in documents before they were released into circulation.
- Conducted periodic audits of physical files against electronic records stored in the system.
- Coordinated the distribution of documents to internal stakeholders according to their needs.
- Maintained an up-to-date record of all changes made to controlled documents.
- Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes.
Senior Financial/Registered Investment Advisor
TD Canada Trust
Fort McMurray, AB
03.2015 - 09.2018
- Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments
- Supervised tellers and verified amounts/ integrity of checks or funds transfers.
- Provided override supports to the junior staff.
- Supervised the opening and closing procedures and security protocols with the junior staff.
- Identified and kept abreast of new market trends.
- Investment planning/ framed mortgage and real estate deals for clients.
- Assisted senior management in preparing regulatory/ audit filings and responded to inquiries from regulators.
- Drafted investment proposals that present recommendations based on objectives and constraints set by clients.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Used spreadsheets and market research to back up financial advice.
- Reviewed accounts/Personal financial assessments to determine if life changes necessitate new financial strategies.
- Prepared investment portfolios in stocks, bonds, and mutual funds through registered and non-registered products such as RRSPs, RESPs and Tax-free savings
- Oversaw the investments/ making changes as necessary in order to help the individual to gain maximum growth and profits
- Handled customer complaints and resolve problems.
- Reviewed account statements regularly to identify discrepancies or errors in transactions.
- Participated in industry events such as conferences, seminars, webinars.
- Developed and implemented investment strategies for individual clients based on their risk tolerance, time horizon, and long-term goals.
- Managed client relationships including providing customer service support when needed.
- Maintained knowledge of applicable laws, regulations, policies, procedures and ethical standards governing the investment industry.
- Created detailed reports outlining investment opportunities for clients.
- Monitored client portfolios on a regular basis to ensure optimal performance.
- Advised clients on appropriate asset allocation models given their individual circumstances.
- Provided financial advice and guidance to clients regarding their investments.
- Evaluated new products or services offered by the firm to determine suitability for clients' portfolios.
- Worked with clients to develop customized retirement plans that met their specific needs.
- Analyzed current economic trends to determine the potential impact on investments.
Bank Teller
TD
Fort McMurray, AB
04.2014 - 03.2015
- Responded and assisted customers with account inquiries and updates.
- Participated in weekly training sessions to stay abreast of changes in banking regulations.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Customer Retention Agent
Rogers
05.2013 - 02.2014
- Reached out to the customers regarding various products, services and offers provided by Rogers Communications as part of the outbound marketing.
- Met everyday sales target (Retaining 12 customers everyday).
- Collaborated with cross-functional teams such as marketing, operations, and product development to ensure a seamless customer experience.
- Implemented effective communication strategies between customers and internal departments in order to resolve disputes quickly.
- Educated customers about the benefits of various products and services available from the company.
Sales/Marketing Coordinator
United Church of Canada
05.2012 - 04.2013
- Coordinated Tradeshow for over 35 + vendors with estimated 700 attendees for UCC.
- Planned several marketing and advertising initiatives, designed posters, flyers and newsletters for any upcoming event or fundraising programs for UCC.
- Created an online management portal to post about events and programs and other products/services offered by UCC.
- Developed educational/webinar materials on Power point and Prezi for small to medium sized business clients.
- Created, managed, and optimized campaigns on multiple social media platforms such as Facebook, Twitter, Instagram, LinkedIn, and YouTube.
- Developed content for email newsletters and other promotional materials to drive sales growth.
Office Administrator
MULTI DECOR INDIA pvt. Ltd.
, India
09.2008 - 11.2011
- Automated office operations by managing client correspondence and data communications.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Managed travel arrangements for employees including flight bookings, hotel reservations and car rental services.
- Monitored office equipment maintenance contracts ensuring all equipment is serviced regularly according to manufacturer's guidelines.
- Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
- Scheduled appointments for senior management team members using Outlook calendar system.
- Organized and maintained filing systems, including electronic databases and records.
Education
Post Graduate - International Business Management
Humber Business School
Toronto, ON06.2013
Bachelors degree - BUSINESS MANAGEMENT
Delhi University
NEW DELHI, INDIA10.2010
Skills
- Electronic Records Management
- Project Facilitation
- Resource Allocation
- Schedule Management
- Financial Oversight
- Inventory Management
- Budget Control
- Decision-Making
- Inventory Control
- Purchasing and Planning
- Scheduling
- Financial Management
References
REFERENCES
Available upon request
Languages
English
Full Professional
Hindi
Native/ Bilingual
Bengali
Limited
Punjabi
Limited
MAITHILI
Native/ Bilingual
Timeline
Document Control Coordinator
AFDE/SITE C
10.2022 - 04.2023
Safety Administrator
AFDE/SITE C
03.2021 - 07.2021
Document Control Coordinator
AFDE/ SITE C
10.2018 - 05.2019
Senior Financial/Registered Investment Advisor
TD Canada Trust
03.2015 - 09.2018
Bank Teller
TD
04.2014 - 03.2015
Customer Retention Agent
Rogers
05.2013 - 02.2014
Sales/Marketing Coordinator
United Church of Canada
05.2012 - 04.2013
Office Administrator
MULTI DECOR INDIA pvt. Ltd.
09.2008 - 11.2011
Post Graduate - International Business Management
Humber Business School
Bachelors degree - BUSINESS MANAGEMENT
Delhi University
Similar Profiles
ABDIQANI BULHANABDIQANI BULHAN
General Laborer at AFDE SITE CGeneral Laborer at AFDE SITE C
Ibrahim AbdiIbrahim Abdi
Concrete Laborer at AFDE Site CConcrete Laborer at AFDE Site C
Abdurahman YuusufAbdurahman Yuusuf
Labor Worker at AFDE Site CLabor Worker at AFDE Site C