aruna midha

aruna midha

senior estates and special services administrator

About

With 20+ years of experience in data management, project implementation and team training in the financial services, healthcare and retail sectors. Skilled in business application techniques and product testing. Knowledgeable in financial products such as mutual funds and segregated products using Unitrax AS400 and Windows-based Spaw system. Sets a positive example in achieving targets under deadlines. Demonstrated ability to communicate well and adjust quickly to new environments.

Country

canada

City

toronto

Industry

financial services

Skill

leadership, training, analysis, team building, customer satisfaction, forecasting, business process, financial services, investments, loans, customer service

Experience

comcare health services

administrative assistant and client service administrator

comcare health services

2004-1 - 2005-1 · 1 yr 1 mo

Updated company information in the CCAC data bank, consolidated data and prepared weekly reports. Horizontal and vertical communication of new information as well as updates. Prepared bids for Government contracts and assisted in preparation of proposals. Prepared and released a monthly newsletter for 250 service providers & clients. Follow-up on accounts receivable with clients and Client Satisfaction Surveys and analysis.

walmart supply chain company

supply chain specialist

walmart supply chain company

2003-1 - 2004-1 · 1 yr 1 mo

Data management for forecasts, products and vendor attributes. Worked with customers and internal & external vendors to co-ordinate flow of goods throughout the network and managed completion of customer orders to assist in on-time delivery.

rexall

air miles coordinator

rexall

2002-1 - 2003-1 · 1 yr 1 mo

Point of contact for Ontario stores on issues related to the smooth processing of air miles and updating on new HR policies, workers’ safety rules and employee-related concerns. Customer communications and administrative responsibilities for the Department Manager as well as event management coordination for new store openings and sales events at trade centres.

citi

senior representative estates and special services

citi

2005-7 - 2014-4 · 8 yrs 10 mos

Over a period of 9+ years was promoted to various positions in Client Administration, Estates & Special Services, Quality Control, deputed overseas to train Citi's off-shore partners, actively involved in setup of processes and procedures and liaison with the new team, consolidated data for audit review by Compliance. Also processed client investments, loans, and related financial transactions and researched and reconciled outstanding items from the daily processing control.

investment planning counsel

senior estates and special services administrator

investment planning counsel

2014-6 - Present · 12 yrs 4 mos

Joined IPC at their Corporate Office in Mississauga. Experience in Estates and Special Services handling in compliance with the federal legal requirements.

Education

punjab university

punjab university

english literature

1978-1 - 1981-1 · 3 yrs 1 mo
the air force school

the air force school

english literature

1973-1 - 1976-1 · 3 yrs 1 mo
punjab university

punjab university

1986-1 - 1988-1 · 2 yrs 1 mo

aruna midha's Contact Information

Email

******@***.com

Phone

(**) *** ****

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