Bharati B.
Administrative Associate @iA Private Wealth
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WORK HISTORY
Administrative Associate @iA Private Wealth
Victoria, BC, CA
Manage client onboarding processes, including gathering necessary documentation, verifying client identities, and facilitating account setup.• Maintain up-to-date records of client information, ensuring accuracy and confidentiality in accordance with company policies and regulatory standards.• Coordinate with internal teams to streamline client onboarding procedures and enhance the efficiency of the process.• Provide support to financial advisors and other team members by assisting with administrative tasks related to client interactions and account management.
EDUCATION
MGN Public School
High School
Western University
Bachelor's degree
ABOUT BHARATI B.
I am a results-driven IIROC certified administrative assistant and experience working for iA pvt wealth and CIBC WoodGundy. I possess exceptional organizational skills, attention to detail, and a strong ability to multitask. My passion for the financial services industry and my commitment to client satisfaction drive me to excel in my role.
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