SURINDER KAUR
Surrey,BC
Summary
Looking forward for an opportunity in a challenging environment, to utilize skills and experience ineffectively contributing to the success of the organization. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Student Financial Planner
CDI College
11.2022 - Current
- Increased student financial literacy by conducting informative workshops and presentations on budgeting, loan management, and financial planning.
- Enhanced overall financial aid processes through the development and implementation of efficient systems for tracking and managing student accounts.
- Supported students in understanding their financial aid options by providing personalized counseling sessions and assistance with applications.
- Maintained accurate records of student financial data, ensuring timely processing of grants, scholarships, loans, and payments.
- Streamlined communication between students and various departments to address concerns regarding tuition fees, payment plans, and outstanding balances.
- Developed comprehensive resources for students seeking scholarships, grants, or other forms of financial assistance.
- Assisted in the creation of institutional policies and procedures related to student finance and regulatory compliance.
- Managed a caseload of diverse students while maintaining high levels of organization, efficiency, and confidentiality in all matters relating to their finances.
- Provided ongoing support to students experiencing financial hardships by connecting them with appropriate campus resources or external organizations for assistance.
- Promoted a positive learning environment by fostering open dialogue around complex topics such as debt management and responsible borrowing practices among students.
- Contributed to increased enrollment numbers by presenting at recruitment events showcasing available funding opportunities for prospective students.
- Actively monitored changes in federal guidelines regarding financial aid programs to ensure institutional compliance with evolving regulations.
- Evaluated eligibility criteria for various types of aid packages based on individual circumstances while adhering strictly to established rules and regulations.
- Enhanced student retention rates by developing and implementing targeted intervention strategies for at-risk students facing financial challenges.
- Facilitated productive relationships with external stakeholders such as lenders, guarantors, and government agencies to promote seamless coordination of financial aid services.
- Coordinated the timely disbursement of funds to eligible students, ensuring accuracy in amounts awarded and proper allocation according to individual needs.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Employment Specialist
CDI College
09.2022 - 06.2023
- Enhanced client employability by conducting thorough assessments and identifying individual strengths and weaknesses.
- Developed customized employment plans for clients, resulting in successful job placements and long-term career growth.
- Established strong relationships with local employers to match clients with suitable job opportunities.
- Provided ongoing support and guidance for clients during their job search, leading to increased confidence and motivation.
- Organized comprehensive workshops on resume writing, interview techniques, and workplace etiquette to prepare clients for the job market.
- Collaborated closely with interdisciplinary teams to address client barriers and facilitate access to necessary resources.
- Tracked client progress through detailed case notes and regular follow-ups, ensuring efficient service delivery.
- Conducted labor market research to identify high-demand industries, providing valuable insights for clients'' career development strategies.
- Facilitated successful placements by proactively identifying potential challenges and addressing them before they became obstacles.
- Assisted clients in accessing additional resources such as training programs, educational courses, or financial assistance when needed.
- Developed innovative marketing materials to showcase clients'' skills effectively in a competitive job market.
- Managed a diverse caseload of individuals from various backgrounds, tailoring services based on unique needs and circumstances.
- Maintained up-to-date knowledge of local labor market trends and changing industry requirements through continuous professional development activities.
Shift Supervisor
Interwest Restaurants : Tim Horton's
09.2021 - 09.2022
- Able to recognize superior quality products, presentations and flavors
- Operates and maintains all department equipment and reports malfunctions
- Maintains cleanliness and organization in all work areas
- Encourages and builds mutual trust, respect, and cooperation among team members
- Serves as a role model to demonstrate appropriate behaviors
- Ensure compliance with food hygiene and Health and Safety standards
- Guide and motivate pastry assistants and bakers to work more efficiently
- Maintain a lean and orderly cooking station and adhere to health and safety standards
- Ensuring Culinary Standards and Responsibilities are Met for Pastry Team
- Decorate fast food and desserts using different types of icings, toppings etc
- And ensure the food presentation will be beautiful and exciting
- Coordinates activities of launches and workers engaged in food preparation
- Enhanced team productivity by implementing efficient shift scheduling and task delegation.
- Checks the quality of raw and cooked food products to ensure that standards are met
- Assists in determining how food should be presented and creates decorative food displays
- Monitor stocks for hakj_ng ingredients such as flour, sugar etc
- And make appropriate orders within budget
- Reduced employee turnover rate by fostering a positive work environment and addressing staff concerns promptly.
Pizza Maker
Pizza Pizza Ltd
02.2020 - 01.2021
- Website: https://www.pizzapizza.ca/store/1/delivery
- Ensures cooking stations are sanitized and prepped with necessary tools
- Prepares and stores pizza dough
- Prepares pizza sauces
- Orders supplies, maintains inventory, creates budgets to ensure profitable food cost
- Trains other cooks in the preparation process so all meals are uniform
- Checks quality of pizzas before they're served to guests
- Performs regular maintenance on kitchen equipment
- Collaborates with staff on menu items
- Resolves customer complaints with diplomacy
- Makes sure the kitchen is clean and sanitized
Administrative assistant
Mosaic Engage IELTS test center
09.2020 - 12.2020
- Website: https://engage.mosaicbc.org/
- Answering and directing phone calls to relevant staff
- Scheduling meetings and appointments
- Taking notes and minutes in meetings
- Ordering and taking stock of office supplies
- Being a point of contact for a range of staff and external stakeholders
- Preparing documents for meetings and business trips
- Processing and directing mail and incoming packages or deliveries
- Greeting and directing visitors and new staff to the organization
- Writing and issuing emails to teams and departments on behalf of teams or senior staff
- Researching and booking travel arrangements for staff members
- Finding ways to improve administrative processes
Second chef
Royal Pan
07.2019 - 01.2020
- Website: https://royalpaan.com/
- Able to recognize superior quality products, presentations and flavors
- Operates and maintains all department equipment and reports malfunctions
- Maintains cleanliness and organization in all work areas
- Encourages and builds mutual trust, respect, and cooperation among team members
- Serves as a role model to demonstrate appropriate behaviors
- Ensure compliance with food hygiene and Health and Safety standards
- Guide and motivate pastry assistants and bakers to work more efficiently
- Maintain a lean and orderly cooking station and adhere to health and safety standards
- Ensuring Culinary Standards and Responsibilities are Met for Pastry Team
- Decorate fast food and desserts using different types of icings, toppings etc
- And ensure the food presentation will be beautiful and exciting
- Coordinates activities of cooks and workers engaged in food preparation
- Checks the quality of raw and cooked food products to ensure that standards are met
- Assists in determining how food should be presented and creates decorative food displays
- Monitor stocks for hakj_ng ingredients such as flour, sugar etc
- And make appropriate orders within budget
Business Development Executive
INFOWIZ A SOFTWARE SOLUTION
06.2016 - 11.2018
- Website: http://www.infowiz.co.in/
- Build contacts with potential clients to create new business opportunities
- Keep prospective client database updated
- Make cold calls for new business leads
- Support in writing new business proposals
- Maintain knowledge of all product and service offerings of the company
- Arrange meetings for senior management with prospective clients
- Follow company guidelines and procedures for acquisition of customers, submission of tenders etc
- Tracking and maintaining accounts to identify any discrepancies
- Conduct research and investigation of all discrepancies
- Updating accounts with accurate information
- Resolved account reconciliation issues quickly
- Communicate with appropriate internal teams or client teams if necessary, to resolve open issues or questions
Education
Canadian Business Management - Business Administration, Accounting
Vancouver Community College
250 W Pender St, Vancouver, BC 12.2021
Bachelor of Science - General
Punjab University
Chandigarh, India 01.2016
Skills
- Client Relationship Management
- Active Listening
- Cash Flow Management
- Budget Management
- Microsoft Office Proficiency
- Investment Planning
- Loan Advising
- Problem Solving
- Conflict Resolution
- Analytical Skills
- Critical Thinking
- Risk Assessment
- Tax Planning
- Adaptability
- Financial Analysis
- Estate Planning
- Time Management
- Decision Making
- Portfolio Management
- Financial Plan Development
- Financial Goal Planning
- Cash Management Strategies
- Salesforce
- Financials Analysis
Skills And Abilities
Excellent communication skills, creative and problem-solving skills, good experience of working in a team at a Global level and delegating tasks and responsibilities, high persuasion skills, high level of emotional quotient and ability to maintain excellent interpersonal relationships, ability to learn new tasks quickly, goal-oriented, high tolerance to stress and good stress management, ability to manage time well and being punctual, providing attention to detail, strong work ethic, excellent financial management, ability to judge and prioritize tasks, willingness to take the initiatives to learn job-related skills and responsibilities independently
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
Verified Cyber security Training
Timeline
Student Financial Planner
CDI College
11.2022 - Current
Employment Specialist
CDI College
09.2022 - 06.2023
Shift Supervisor
Interwest Restaurants : Tim Horton's
09.2021 - 09.2022
Administrative assistant
Mosaic Engage IELTS test center
09.2020 - 12.2020
Pizza Maker
Pizza Pizza Ltd
02.2020 - 01.2021
Second chef
Royal Pan
07.2019 - 01.2020
Business Development Executive
INFOWIZ A SOFTWARE SOLUTION
06.2016 - 11.2018
Canadian Business Management - Business Administration, Accounting
Vancouver Community College
Bachelor of Science - General
Punjab University
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