SUNIKSHA SINGHAL
Peterborough,ON
Summary
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.
Overview
5
5
years of professional experience
Work History
Financial Planner
Singhal Investments
05.2018 - 12.2022
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Collaborated with clients to develop customized investment portfolios.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on financial topics and best practices.
- Implemented exit strategies for clients to transition out of investments.
Administrative Manager /Mentor
Cambridge School
12.2021 - 10.2022
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Negotiated and executed contracts on behalf of department.
- Created organized filing system to manage department documents.
- Trained employees in company and regulatory compliance requirements to promote conformance.
Education
BBA - Business Administration
Beacon Institute of Technology
India09.2021
Engineering Diploma - Software, Java
NIIT
2021
GLOBAL BUSINESS MANAGEMENT
FLEMING COLLEGE
2021
Skills
- Good communication skills
- Quick Learner
- Sound knowledge of Administration work
- Can perform under pressure
- Team Leader
- Customer Interaction
- Staff Management
- Mail Handling
- Billing and Invoicing
- Informative Announcements
- Verbal and Written Communication
Timeline
Administrative Manager /Mentor
Cambridge School
12.2021 - 10.2022
Financial Planner
Singhal Investments
05.2018 - 12.2022
BBA - Business Administration
Beacon Institute of Technology
Engineering Diploma - Software, Java
NIIT
GLOBAL BUSINESS MANAGEMENT
FLEMING COLLEGE
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