Shikha Sharma
Port Moody,BC
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
19
19
years of professional experience
Work History
Client Service Advisor
Capital MARKETS, BMO Commercial BANK
06.2022 - 06.2023
- Provided exceptional daily operational service support to grow the bank's market share and maximize profitability of client relationships
- Demonstrated an in-depth understanding of products and services to address client needs effectively
- Coordinated and executed specific activities for the documentation/implementation of strategic initiatives.
Wire Administrator
Haywood Capital Market
03.2022 - 06.2022
- Processed all outgoing wire requests, ensuring appropriate approval, and managing payment release
- Investigated and resolved outstanding wire transfer processing problems
- Provided information and support to Introducing Brokers, Banks, and Investment Advisors regarding wire transfer requests.
Customer Experience Associate
Td Bank.
12.2021 - 03.2022
- Processed financial transactions, including deposits, withdrawals, and bill payments
- Recommended solutions tailored to customer needs while maintaining confidentiality and discretion.
Office Administrative Assistant
ATOP Immigration (Part-Time)
12.2017 - 12.2021
- Provided top-notch customer service to new and existing clients
- Supported all departments, including sales, accounting, and service, and facilitated meetings and communication.
Office Administrative Assistant
Basant Motors (Full-Time)
12.2017 - 12.2021
- Assisted in marketing with new business development plan
- Provide utmost customer service to new and existing client base
- Assigned lead role in the company for supporting and back up for all departments including sales, accounting and service
- Facilitate meetings and answer e-mails/phone call promptly
- Perform various administrative tasks such as photocopying, mailing/shipping, record keeping
- Assist Accounts department with P and L data management and collection.
Office Administrator
Hindi Times Media Group
02.2013 - 02.2015
- Oversaw and carried out the day to day administrative activities of the office
- Coordinated office services like record of assets, equipment, supplies, forms, and stationary
- Delegated work to office staff and also ensure that proper procedures as well as deadlines are met
- Implemented new policies and procedures
- Prepared operating budget and maintain inventory
- Prepared quarterly and annual reports & review them with the management
- Wrote and edited data collection forms and questionnaires.
Administrative Assistant
Celebrity Products Inc.
07.2012 - 09.2012
- Worked on Simply Accounting Software
- Worked on Bill Receivable and Bills Payable
- Entered Sales Invoices and Purchase Invoices
- Reconciled the Balance statements
- Feeding Invoices of Costco; Walmart’s order and preparing their Receipt Journals
- Registering transport delivery by using CHEP module on Simply Accounting
- Worked on deposits for Costco and Wall mart
- Answered and managed incoming and outgoing calls while recording accurate messages
- Coordinated board and committee meetings, including schedules and information preparation and distribution.
Accounting Assistant
Joseph Mathews & Associates
01.2012 - 06.2012
- Entered Sales Invoices in Quick books
- Reconciled accounts on Case ware Software
- Worked on Simply Accounting
- Collation of Personal taxes and T4
- Worked on Payroll systems
- Efficiently handled clients on the phone
- Corresponding with clients by drafting Business emails
- Worked in Quick book software to reconcile Credits and Debits
- Worked on Bill Receivable and Bills Payable.
Database Administrator
Willow Pharmaceuticals
03.2009 - 02.2010
- Worked on SAP/ Database Administration tools
- Initialized SQL Commands
- Ascertaining software modules are properly functioning
- Installed and uninstalling software and network maintenance.
Business Development Assistant
GIT System
03.2008 - 03.2009
- Development of customized proposals and sales contracts for clients
- Documenting all sales and business operations using company software and accounts.
Customer Tech Support
IBM Business Process – Bell Canada
07.2006 - 07.2007
- Maintained the information system and provide inputs to the front end sales team
- Engaged in corporate sales for their proprietary software
- Resolved customer related issues in an effective and efficient manner
- Handled customer by adopting innovative approaches.
Counselor
NIIT, Ladwa Center
11.2005 - 06.2006
- Conducted numerous telephone surveys on a daily basis
- Counseled and taught students in selecting IT upon their capabilities and aspiration
- Encouraged students to perform better in their selected course motivating them.
Technical Trainer
Interlink Information System
06.2004 - 06.2005
- Technical trainer in the field of Networking and maintenance of Network Security.
Education
Canadian Securities - Enrolled At Present
Canadian Securities Institute
Toronto, ONComputerized Accounting and Payroll -
Evergreen college
Toronto, ON01.2015
Human Resources Management -
Centennial College
Toronto, ON01.2011
MCA - Computer Application -
Punjab University
Punjab, INDIA01.2003
Degree in Bachelor of Education -
Annamalai University
Tamilnadu, INDIA01.1997
MA - Masters in Sociology -
Punjab University
Punjab, INDIA01.1994
Diploma in Journalism -
Bhartiya Vidya Bhavan
Chandigarh, INDIA01.1994
Skills
- Attention to detail
- Interpersonal skills
- Quality assurance
- Technical proficiency
References
References Provided Upon Request
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Urdu
Limited Working
French
Limited Working
Painting, Swimming, Gardening
Painting is an expression of colours, Swimming challenges me to be above and beyond the present, and Gardening is a dependable eco-friendly hobby.
Timeline
Client Service Advisor
Capital MARKETS, BMO Commercial BANK
06.2022 - 06.2023
Wire Administrator
Haywood Capital Market
03.2022 - 06.2022
Customer Experience Associate
Td Bank.
12.2021 - 03.2022
Office Administrative Assistant
ATOP Immigration (Part-Time)
12.2017 - 12.2021
Office Administrative Assistant
Basant Motors (Full-Time)
12.2017 - 12.2021
Office Administrator
Hindi Times Media Group
02.2013 - 02.2015
Administrative Assistant
Celebrity Products Inc.
07.2012 - 09.2012
Accounting Assistant
Joseph Mathews & Associates
01.2012 - 06.2012
Database Administrator
Willow Pharmaceuticals
03.2009 - 02.2010
Business Development Assistant
GIT System
03.2008 - 03.2009
Customer Tech Support
IBM Business Process – Bell Canada
07.2006 - 07.2007
Counselor
NIIT, Ladwa Center
11.2005 - 06.2006
Technical Trainer
Interlink Information System
06.2004 - 06.2005
Canadian Securities - Enrolled At Present
Canadian Securities Institute
Computerized Accounting and Payroll -
Evergreen college
Human Resources Management -
Centennial College
MCA - Computer Application -
Punjab University
Degree in Bachelor of Education -
Annamalai University
MA - Masters in Sociology -
Punjab University
Diploma in Journalism -
Bhartiya Vidya Bhavan
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