Deepa Patel

Financial Planner Csa @TD

CA

Provide a range of operational support, including transactions and other processing activities of a major financial institution- Significant portion of time may be dedicated to outbound client calls for the purpose of scheduling appointments- Regular upkeep of Excel spreadsheets for the purpose of documenting client interactions- May contribute to analysis/reporting on critical projects or initiatives that strengthen the institution\'s operating model- Understand internal and industry regulations- Execute responsibilities accurately, on time, and in line with established guidelines while adhering to formal or informal Service Level Agreement (SLA)- Consistently exercise discretion in managing correspondence, information, and all matters of confidentiality- Be knowledgeable of and comply with the Bank Code of Conduct- SKILLS: documentation, organization, time management, verbal & written communication, ability to work independently and within a team, attention to detail

Anglia Ruskin University

Master of Arts - MA, Sales and Marketing Operations/Marketing and Distribution Teacher Education