Seeta Persaud
Ajax,Canada
Summary
Dynamic, results-oriented professional with extensive experience in benefits administration, client advisory services, and financial program support. Expertise in distilling complex pension and benefits policies into accessible information while managing sensitive data and ensuring compliance with all regulatory standards. Proven ability to engage stakeholders effectively, resolve issues promptly, and deliver clear, client-centered communication that fosters trust and satisfaction. Highly organized, detail-oriented, and a collaborative team player dedicated to enhancing employee support and streamlining administrative processes for optimal efficiency.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Group Benefits Coordinator
Helkie Financial & Insurance Services Inc
03.2021 - Current
- Provide expert guidance to employees and clients on group benefits plan options, eligibility, and enrollment processes, ensuring clear and accessible communication.
- Oversee the day-to-day administration of benefits programs, including enrollments, changes, terminations, and retirements, while maintaining accuracy and compliance.
- Maintain and update confidential databases and case files, ensuring data integrity, compliance, and alignment with regulatory requirements.
- Act as a primary point of contact for employees, stakeholders, and third-party providers, fostering strong relationships and delivering exceptional service.
- Prepare training and educational materials to improve employee understanding of plan features, administrative processes, and regulatory changes.
- Identify opportunities to streamline processes and improve the client/member experience by simplifying complex insurance language into user-friendly guidance.
- Administered employee benefits programs, ensuring compliance with regulations and company policies.
- Coordinated open enrollment processes, providing guidance to employees on benefit options and eligibility.
Collection Specialist (Temp)
Alliance One
08.2020 - 11.2020
- Researched client's financial circumstances to recommend repayment strategies.
- Explained complex financial information in a clear, professional, and respectful manner.
- Managed collections processes to ensure timely payment and reduce outstanding debts.
- Analyzed customer accounts to identify payment patterns and propose tailored solutions.
Operations Consultant / Administrative Assistant
Prepskills
03.2019 - 11.2019
- Supported families through admission processes, creating accessible policy guidance.
- Maintained accurate documentation and contributed to program and service reports.
- Facilitated orientations and community engagement sessions.
Student Placement - Social Work
Central Neighbourhood House
09.2018 - 04.2019
- Assisted families with navigating social systems and understanding policy requirements.
- Advocated for clients and created accessible resources for family support.
- Conducted observational research and contributed to case documentation.
- Assisted in program planning and implementation for community engagement activities.
- Developed educational materials to support diverse learning initiatives.
Retail Banking Officer
Scotiabank
01.2013 - 02.2017
- Analyzed client financial needs and provided policy-aligned recommendations.
- Resolved disputes with fairness and professionalism while ensuring compliance.
- Escalated complex cases to ensure equitable outcomes for clients.
- Streamlined account opening processes, enhancing customer experience and reducing wait times.
- Led customer consultations to identify financial needs and recommend suitable banking products.
Sales Associate
General Nutrition Centre
04.2011 - 01.2013
- Enhanced customer experience by providing tailored nutritional advice and product recommendations.
- Maintained inventory accuracy through regular stock assessments and organization.
- Trained new associates on company policies and effective sales techniques.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Education
Bachelor of Arts - Social Work (BSW)
Toronto Metropolitan University
04-2026
Skills
- Group RRSP, TFSA, Pension & Benefits Administration
- New employee orientations
- Data Management & Compliance
- Report Writing & Documentation
- Stakeholder Engagement & Customer Service
- Microsoft Office Suite (Excel, Word, PowerPoint)
Certification
Life License Qualification Program (LLQP) – FSRA Certified
Timeline
Group Benefits Coordinator
Helkie Financial & Insurance Services Inc
03.2021 - Current
Collection Specialist (Temp)
Alliance One
08.2020 - 11.2020
Operations Consultant / Administrative Assistant
Prepskills
03.2019 - 11.2019
Student Placement - Social Work
Central Neighbourhood House
09.2018 - 04.2019
Retail Banking Officer
Scotiabank
01.2013 - 02.2017
Sales Associate
General Nutrition Centre
04.2011 - 01.2013
Bachelor of Arts - Social Work (BSW)
Toronto Metropolitan University
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