RAJWINDER KAUR
Brampton,ON
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Supervisor
Rapizza
05.2022 - 06.2023
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Streamlined operations for increased efficiency through regular process reviews and implementing necessary changes.
- Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Trained new employees on company policies, procedure and work ethics.
- Prepared reports to summarize operational results and financial performance.
Project Coordinator Intern
Tulip E-commerce
09.2022 - 12.2022
- Improved team communication by maintaining open lines of communication and fostering a collaborative environment.
- Assisted in developing project plans,budgets and schedules for assigned projects.
- Created reports detailing project status,budget performance,resource utilization as needed by management or other stakeholders.
- Prepared documentation such as presentations memos, minutes of meeting for internal distribution.
- Actively participating in brainstorming sessions with key personnel regarding new ideas for upcoming initiatives.
- Participated in regular review meetings to assess progress and identify areas for improvement or adjustment.
Machine Operator
Magna (MYTOX)
01.2022 - 04.2022
- Enhanced production efficiency by performing routine machine maintenance and troubleshooting issues.
- Reduced downtime by conducting regular equipment inspections and identifying necessary repairs.
- Increased product quality through meticulous monitoring of machine settings and making adjustments as needed.
- Streamlined workflow by maintaining a clean and organized workstation, adhering to safety protocols.
- Maintained daily production reports and machine log books.
- Communicated effectively with supervisors regarding daily operations and job progress.
File Case Consultant
Bagal Immigration & Legal Services
09.2021 - 01.2022
- Gather and verify client documentation ensuring accuracy and completeness.
- Prepare and submit immigration applications to relevant authorities,adhering to strict deadlines and government requirements.
- Conduct research on immigration policies and procedures,staying up to date on changes and requirements.
- Provide outstanding customer service by promptly addressing client queries and concerns related to immigration.
- Monitor application statuses and proactively advocate for clients as needed.
Administrative Manager
Bagal Immigration & Legal Services
08.2019 - 03.2021
- Manage day to day operations of office environment including scheduling appointments,ordering supplies.
- Review documentation provided by applicants for accuracy prior to delivery to representative for final review.
- Acts as intermediary between clients and representative.
- Respond to client requests and inquiries regarding immigration requirements.
- Prepare,organize and submit standardized ,well written sponsor letters and all appropriate forms in a timely manner.
- Record keeping and managing all client data files within the company database and maintain confidentiality.
Education
Post Graduation - Project Management & Leadership Strategies
Lambton College
Mississauga, ON12.2022
Bachelor - Computer Engineering
Sukhjindra College of Engineering & Technology
India05.2020
Diploma - Computer Engineering
Beant College of Engineering & Technology
India05.2015
Skills
- Customer Relationship management
- Conflict Resolution
- Teamwork and collaboration
- Time management
- Financial budgeting
- Investment Analysis
- Analytical skills
- Financial Planning
- Cash flow management
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
Certified in Investment Funds In Canada (CIFC)
Timeline
Project Coordinator Intern
Tulip E-commerce
09.2022 - 12.2022
Supervisor
Rapizza
05.2022 - 06.2023
Machine Operator
Magna (MYTOX)
01.2022 - 04.2022
File Case Consultant
Bagal Immigration & Legal Services
09.2021 - 01.2022
Administrative Manager
Bagal Immigration & Legal Services
08.2019 - 03.2021
Post Graduation - Project Management & Leadership Strategies
Lambton College
Bachelor - Computer Engineering
Sukhjindra College of Engineering & Technology
Diploma - Computer Engineering
Beant College of Engineering & Technology
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