Ramandeep Parinja
Surrey,BC
Summary
Detail-oriented financial and administrative professional skilled in collections management and client support. Expertise in analyzing financial situations to recommend solutions, alongside supporting budgeting and tax preparation processes. Committed to fostering client relationships while ensuring operational efficiency and accuracy.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Reception & Administrative Clerk
Sands & Associates
Surrey, Canada
11.2024 - 12.2025
- Welcomed walk-in clients and booked client appointments as the first point of contact at the front desk in a professional, confidential office environment.
- Operated the switchboard, answering and transferring incoming calls to the appropriate department, booking appointments directly, and addressing client inquiries with clear, professional communication.
- Managed front-desk reception duties alongside administrative and financial support tasks, showcasing strong multitasking and organizational skills.
- Scanned, sorted, and filed client documents into digital and physical folders, maintaining organized and easily retrievable records.
- Collected client income and expense information, prepared income and expense reports, and entered data into internal software systems to support budgeting team.
- Notified management of completed reports and updated client profiles accordingly, contacting clients directly by phone to request any outstanding or missing information.
- Assisted the tax team with filing client tax returns by contacting clients to request documentation, compiling supporting information, and helping clients complete surveys and forms.
Financial Services Representative
Easyfinancial Services
Langley, Canada
12.2022 - 10.2024
- Educated clients on financial products with credit-building strategies and personalized recommendations, empowering informed financial decisions.
- Identified opportunities for cross-selling financial products, boosting revenue and improving customer satisfaction.
- Fostered customer-focused environment through clear communication and personalized approach, streamlining loan applications and enhancing cross-selling and account management.
- Analyzed client financial situations to recommend appropriate repayment plans and financial products, supporting clients' long-term financial health.
- Expertly managed collections for overdue accounts, striking a balance that maintained customer relationships and mitigated financial risk, leading to lower delinquency rates for the branch.
- Collaborated with team members to develop best practices for debt resolution, improving overall effectiveness of collection processes.
Store Manager
Panago Pizza
Port Moody, Canada
05.2019 - 12.2022
- Trained and supervised team members to enhance service quality.
- Resolved customer complaints promptly to ensure satisfaction and loyalty.
- Applied analytical and planning skills to optimize workforce management and meet service demands.
- Managed daily store operations and ensured compliance with company policies.
- Leveraged interpersonal skills to resolve customer issues, enhancing satisfaction and loyalty.
- Exercised attention to detail and accuracy in financial transactions, ensuring timely and correct payroll processing.
- Preserved product quality by maintaining stockrooms and disposing of damaged items.
Education
Business Management - College Diploma
Langara College
Vancouver, BC04-2019
Skills
- Front desk reception
- Customer service and support
- Data entry
- Collections management
- Budgeting and financial reporting
- Tax filing assistance
- Microsoft 365 proficiency
- Sales strategies
- Effective communication
- Decision-making
- Problem Solving
- Time Management
Certification
- Food Safe Level 1
Timeline
Reception & Administrative Clerk
Sands & Associates
11.2024 - 12.2025
Financial Services Representative
Easyfinancial Services
12.2022 - 10.2024
Store Manager
Panago Pizza
05.2019 - 12.2022
Business Management - College Diploma
Langara College