Summary
Overview
Work History
Education
Skills
Websites
Management Software
Timeline
Generic

Vani Vani

Scarborough,Ontario

Summary

I am a passionate, enthusiastic, and career-oriented person. My passion for learning, combined with my progressive attitude always motivates me to go the extra mile. Experienced in customer service and working collaboratively with the Sun Life Dealer Nominee Team to carry out day to day processing tasks related to Mutual Funds.

Overview

4
4
years of professional experience

Work History

Nominee Consultant (Life Events)

Sun Life
12.2022 - Current
  • In depth understanding of applicable legislation, regulations, and procedures governing Canadian locked-in plans and death claims
  • Conducting thorough investigations and verifying claim eligibility, collecting necessary documentation, and collaborating with legal and compliance teams to ensure adherence to industry regulations and legal requirements
  • Assist in the resolution of complex and escalate claim issues, working closely with upper management and cross-functional teams.

Customer Service Representative

Sun Life
12.2021 - 12.2022
  • Prioritizing processing of financial trades in relation to accounts such as RRSP, LIF, RRIF, RLIF and TFSA, to ensure completion within the expected time frame
  • Communicating with advisors to solve their pending supervisory inquiries
  • Calculation of taxes
  • Assisting with department projects and initiatives as needed
  • Analyzing control reports and addressing issues in a timely manner
  • Trained in roles such as processing account opening, automatic schedule, pre-authorized cheque requests, fund transfer requests, and other trades.

Supervisor

Tim Hortons
05.2020 - 12.2021
  • Experienced in dealing with a large volume of Customers in a fast-paced environment
  • Managed dual responsibilities of kitchen production and point of sales while maintaining service standards
  • Handled back-end responsibilities of store involving inventory and cash management
  • Supported new team members with on-the-job training to improve their efficiency.

Education

Bachelor of Commerce - Finance

York University
04-2025

Diploma in Accounting -

Seneca College
04.2020

Skills

  • Trained in processing high volumes of error transactions and meeting goals
  • Professional telephone etiquette
  • Motivated to maintain customer satisfaction and contribute to company success
  • Possesses a collaborative mindset, support and empower and team members
  • Demonstrate strong communication and interpersonal skills
  • Highly organized, with great attention to detail and follow through
  • Detailed understanding of unlocking policies and claim procedures
  • Capable of thriving under pressure and meet tight deadlines
  • Ability to maintain confidentiality and handle sensitive information appropriately
  • Microsoft excel
  • Project Management

Websites

Management Software

  • Sage 300
  • Sage 50

Timeline

Nominee Consultant (Life Events)

Sun Life
12.2022 - Current

Customer Service Representative

Sun Life
12.2021 - 12.2022

Supervisor

Tim Hortons
05.2020 - 12.2021

Bachelor of Commerce - Finance

York University

Diploma in Accounting -

Seneca College

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Vani Vani