SHIVANI GORE
Brampton,ON
Summary
Educated professional with proven leadership, critical thinking and management abilities gained during 3-year administrative career. Experienced in managing clerical requirements of fast-paced offices and highly responsive to dynamic business conditions. Skilled in organizing resources to keep teams efficient and achieve daily targets. Hardworking professional committed to providing outstanding customer service and assistance.
Overview
5
5
years of professional experience
Work History
Analyst
Bank Of Montreal
01.2023 - Current
- Identified and resolved problems through root cause analysis and research.
- Queried databases for information needed for report processing.
- Validated results and performed quality assurance to assess accuracy of data.
- Tracked customer service cases and updated service software with customer information.
- Investigated and resolved over 30+ customer inquiries and complaints efficiently on daily basis
- Maintained up-to-date knowledge of product and service changes.
Accounting Clerk
Scotiabank
08.2022 - 12.2022
- Created and prepared over 100+ legal files by organizing and assembling information for legal documents and forms.
- Worked with over 5+ databases such as DMT, Collateral Tracking Sheet, Verification Basket to update and improve process flow
- Proved successful in completion of mandatory tasks required within appropriate and given timeframes
- Administrated databases containing client information and vital client data to facilitate office operations.
- Supported team by conducting research, drafting briefs, gathering information and interpreting legal documents.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working bank environment.
Reaccreditation Specialist
RBC
02.2022 - 08.2022
- Used Microsoft Word and 5+ other software tools to create documents and other communications.
- Provided 200+ customers with detailed information on company products, services and materials.
- Requested escalation for unresolved issues.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Handled 25+ calls per day to address customer inquiries and concerns
- Followed all company policies and procedures to deliver quality work
- Developed and updated tracking spreadsheets for process monitoring and reporting
Client Services Specialist/Office Administration
Community Trust Company
08.2021 - 01.2022
- Introduced 100+ clients to available online resources and services to increase convenience.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Maintained up-to-date knowledge of product and service changes.
- Effective liaison between customers and over 10+ internal departments.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Utilized active listening skills to identify customer needs and provide appropriate solutions
Office Administrator
Complete Survey Solutions
04.2021 - 07.2021
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors, and responded to inquiries from callers seeking information.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Developed and updated many spreadsheets and databases to track, analyze and report on performance, and examined, categorized and sorted incoming documents.
- Managed over 3 different paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Administrative Assistant
Primerica Life Insurance Company
12.2018 - 12.2020
- Handled 40-50 incoming mail, bills and invoices and completed appropriate actions to enhance business processes.
- Produced hundreds of accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency.
- Filed paperwork and organized computer-based information.
- Greeted and assisted visitors, and monitored and supervised work of junior staff.
- Executed record filing system to improve document organization and management
Education
B.Comm - Business Management
York University
Toronto, On08.2020
Skills
- Managing Office Supply Inventory
- Microsoft Word/Excel/ Outlook
- Mail handling
- Excellent Organization Skills
- Filing and Data Archiving
- Effective Interpersonal and Collaborative Skills
- Presentation Design
- Multi-Line Phone Proficiency
- Social media knowledge
- Data Entry
- Issue Identification
- System Analysis
Timeline
Analyst
Bank Of Montreal
01.2023 - Current
Accounting Clerk
Scotiabank
08.2022 - 12.2022
Reaccreditation Specialist
RBC
02.2022 - 08.2022
Client Services Specialist/Office Administration
Community Trust Company
08.2021 - 01.2022
Office Administrator
Complete Survey Solutions
04.2021 - 07.2021
Administrative Assistant
Primerica Life Insurance Company
12.2018 - 12.2020
B.Comm - Business Management
York University
Similar Profiles
JOSEPH SILIEZARJOSEPH SILIEZAR
Bank Teller at BANK OF MONTREALBank Teller at BANK OF MONTREAL
Mathew SinagugliaMathew Sinaguglia
Assistant Branch Manager at Bank of MontrealAssistant Branch Manager at Bank of Montreal
PHILIP OSINEYEPHILIP OSINEYE
Assistant Branch Manager at Bank of MontrealAssistant Branch Manager at Bank of Montreal
Alesha ColacoAlesha Colaco
Marketing Manager, Branch Experience Marketing at Bank of MontrealMarketing Manager, Branch Experience Marketing at Bank of Montreal
Upneet LubanaUpneet Lubana
Senior Fund Administrator, Hedge Funds at SS&C Technologies. IncSenior Fund Administrator, Hedge Funds at SS&C Technologies. Inc