Ratika Sood Kakkar
Richmond Hill
Summary
Engaged client service professional with 10 plus years of experience supporting business functions for short term and long- term administrative support needs. I have a demonstrated understanding of legal, federal, and financial industries, skilled in providing support to business leaders, specializing in support functions, leading administrative projects, whilst remaining current with best practices. Equipped with a strong and current experience in Canadian companies, I hope to join an organization which welcomes growth, diversity, and new ideas. Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.
Overview
19
19
years of professional experience
1
1
Certification
Work History
SENIOR ADMINISTRATIVE ASSISTANT
DOANE GRANT THORNTON
Markham
01.2025 - Current
ADMINISTRATIVE ASSISTANT
GRANT THORNTON LLP
Markham
08.2022 - 12.2024
ADMINISTRATIVE ASSISTANT
GRANT THORNTON LLP
Abbotsford
01.2022 - 08.2022
- Working independently and within a team environment to support the client service staff to produce high quality client deliverables
- Format and assemble electronic and/or paper financial statements in compliance with Firm standards
- Entering and maintaining client data using Microsoft Dynamics 365 software, creating D365, rolling forward jobs/files, and archiving as appropriate for the engagement, with commitment to high quality work through consistency and accuracy
- Good understanding of Office applications (e.g
- Adobe/Share point/Star PDM/ Power BI/ Microsoft Office Suite, Teams)
- Provide billing support using various Grant Thornton systems and in accordance with the Engagement letter
- Assist in the preparation and submission of time and expense reports for the partner(s) supported
- Client-focused, motivated, proactive, forward-thinking, detail oriented, organized and respectful
- Ability to handle multiple deadlines, work items and projects efficiently and electronically filing tax returns as required
- Preparation of letters and reports using firm templates in compliance with Firm standards
- Proof-read, review for quality and verify content before finalizing any client deliverables
- Preparing hard files for clients based on requests from the external client service team and new client setup with high degree of confidentiality and professionalism
- Assist Partner (s) in calendar management
- Scan documents and embed in electronic file
- Participate in training and stay current with GT software
- Preparing, editing and branding of proposals
- Organize information and maintain database for marketing purposes using contact relationship
- General administrative duties including, but not limited to: filing, photocopying, scanning, faxing and mailing
OFFICE ADMINISTRATIVE ASSISTANT
LAW GROUP, DHANU DHALIWAL
Abbotsford
08.2019 - 01.2022
- Provided administrative support to ensure efficient operation of the law firm
- Answered high volume phone calls, and maintained polite and professional communication via phone, e-mail, and mail, ensuring a positive client interaction
- Scheduled meetings by ensuring efficient use of the electronic calendars
- Carried out administrative duties with detail such as filing, typing, copying, binding, scanning etc
- Completed data entry tasks to a high degree of accuracy
- Opened and closed Family, Criminal and Immigration Law files as per the company standards
- Assisted lawyers and legal assistants in the preparation of documents for Court filings
- Supported the team by performing tasks related to administrative support
- Provided accurate information by answering questions and requests, forwarded key inquiries to the relevant person in charge
- Maintained admin supplies inventory by, anticipating needed supplies, placing and expediting orders
CLIENT SERVICE PROFESSIONAL
H&R BLOCK
Abbotsford
01.2016 - 05.2019
- Completed three seasonal terms with H&R block as a Client Service Professional
- Greeted and welcomed each client in a cheerful and professional manner as the client enters the tax office
- Quickly determines the client’s service needs and assigns the client to an appropriate associate in the scheduling program
- Monitored client flow by managing and advising clients of the anticipated wait time and following-up when there are any expected delays
- Remained current with other H&R Block products and services in order to provide basic product information to clients, promoted and provided information on additional tax and financial products
- Answered the telephone in a professional manner, provided callers with basic information about services and fees when requested, and subsequently transferred calls to available tax associates
- Received and secured cash, cheques, debit/credit card receipts, and balances the cash as part of the mid-day or end of-the-day closing procedures, recorded all transactions in the Point-of-Sale computer and completed bank deposits in accordance with the District Manager’s instructions
- Scheduled client appointments for the office staff, assembled client folders, all whilst maintaining confidentiality of sensitive files and information
ON-SITE SERVICE SPECIALIST, OFFICE ASSISTANT
FASKEN
Vancouver
05.2016 - 08.2017
- Supported a robust and busy legal office by ensuring accuracy of work performed and maintaining a professional demeanor
- Assisted legal assistants and lawyers with applicable clerical needs by responding and acting promptly to requests
- Operated a high-volume copy machine and performed binding and finishing as per client’s request
- Calculated charges for jobs performed and maintained an accurate billing log as well as other reporting
- Coordinated all service calls required by the team, ensuring a timely response rate
- Performed filing duties in conjunction with other specific requests
VISA OFFICER/ADMINISTRATIVE ASSISTANT
ROYAL NORWEGIAN EMBASSY
India
02.2011 - 12.2015
- Worked in a highly confidential function of the Embassy and reviewed sensitive information for processing
- Processed visa applications of different categories and verified visa documents and passports as per the applicable laws
- Scheduled client appointments for the office staff, assembled client folders, all whilst maintaining confidentiality of sensitive files and information
- Thoroughly reviewed applicant files, paid attention to detail to identify and flag fraudulent files
- Linked Residence Permit applications and appeals to UDI (Norway) and issued visas accordingly
- Followed up with applicants who are asked to Report Back to Embassy/Consulates through telephone and email
- Updated, processed and filed all Visa Applications
- Handled day to day operational work
- Held strong organizational, administrative and analytical skills
- Multi tasked on a daily and hourly basis to manage conflicting demands from file deadlines to team requests
VISA SUBMISSION OFFICER
VFS GLOBAL (AUSTRALIAN VISA)
Dubai
02.2009 - 06.2010
VISA SUPPORT ASSISTANT
BRITISH HIGH COMMISSION
New Delhi
06.2008 - 12.2008
CENTRE SUPERVISOR, UK VISAS
VFS GLOBAL
New Delhi
05.2006 - 06.2008
Education
BACHELORS OF ARTS (BA) - POLITICAL SCIENCE
DELHI UNIVERSITY
India01.2006
HIGH SCHOOL DIPLOMA - ARTS
APEJAY SCHOOL
India01.2003
Skills
- Administrative skills
- Document management skills
- Keyboarding
- Word processing
- Spreadsheet
- Standard computer applications
- Proficient in Microsoft office
- Effective problem solving
- Research and analysis capabilities
- Process optimization
- Document preparation efficiency
- Project coordination expertise
Certification
- Office and Administrative Management Training (Online), 2021, Udemy, Completed
- Certified Associate in Project Management (CAPM) (Online), 2024, Udemy, Ongoing
Timeline
SENIOR ADMINISTRATIVE ASSISTANT
DOANE GRANT THORNTON
01.2025 - Current
ADMINISTRATIVE ASSISTANT
GRANT THORNTON LLP
08.2022 - 12.2024
ADMINISTRATIVE ASSISTANT
GRANT THORNTON LLP
01.2022 - 08.2022
OFFICE ADMINISTRATIVE ASSISTANT
LAW GROUP, DHANU DHALIWAL
08.2019 - 01.2022
ON-SITE SERVICE SPECIALIST, OFFICE ASSISTANT
FASKEN
05.2016 - 08.2017
CLIENT SERVICE PROFESSIONAL
H&R BLOCK
01.2016 - 05.2019
VISA OFFICER/ADMINISTRATIVE ASSISTANT
ROYAL NORWEGIAN EMBASSY
02.2011 - 12.2015
VISA SUBMISSION OFFICER
VFS GLOBAL (AUSTRALIAN VISA)
02.2009 - 06.2010
VISA SUPPORT ASSISTANT
BRITISH HIGH COMMISSION
06.2008 - 12.2008
CENTRE SUPERVISOR, UK VISAS
VFS GLOBAL
05.2006 - 06.2008
- Office and Administrative Management Training (Online), 2021, Udemy, Completed
- Certified Associate in Project Management (CAPM) (Online), 2024, Udemy, Ongoing
BACHELORS OF ARTS (BA) - POLITICAL SCIENCE
DELHI UNIVERSITY
HIGH SCHOOL DIPLOMA - ARTS
APEJAY SCHOOL
Similar Profiles
Rakhi JainRakhi Jain
Senior Accountant at Doane Grant Thornton LLPSenior Accountant at Doane Grant Thornton LLP
Brad WeismanBrad Weisman
Tax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLCTax Associate / Tax Senior Associate at Grant Thornton LLP / Grant Thornton Advisors LLC
Raffy Dave UyRaffy Dave Uy
Audit Manager at Grant Thornton New Zealand, a member firm of Grant Thornton InternationalAudit Manager at Grant Thornton New Zealand, a member firm of Grant Thornton International