Naveen Kumar
Operations Officer-ii @TD
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WORK HISTORY
Operations Officer-ii @TD
Mississauga, ON, CA
Lead full-cycle estate administration for deceased clients, ensuring compliance with internal policies and Canadian legal standards-Interpret and manage legal documents (Wills, POAs, Probate), and facilitate secure fund disbursements and asset transfers-Process tax slips and ensure CRA compliance; collaborate with legal and wealth management teams-Train new hires and serve as SME for estate processes, receiving recognition for 95%+ SLA compliance and 98% documentation accuracy.
EDUCATION
Institute of Management Technology Ghaziabad
Master of Business Administration, Finance
Guru Gobind Singh Indraprastha University Ggsipu Delhi
Bachelor of Business Administration, General Studies
ABOUT NAVEEN KUMAR
Detail-oriented and client-focused banking professional with over 10 years of progressive experience in estate administration, credit card operations, and payment research. Currently leading complex estate processing at TD Bank, ensuring compliance with Canadian regulatory standards while collaborating with legal, tax, and wealth teams.Proven ability to manage end-to-end customer financial interactions—ranging from regulatory document processing and tax reporting to credit investigations and fraud prevention. Recognized as a subject matter expert and mentor, with a track record of improving process efficiency, achieving 98%+ documentation accuracy, and exceeding SLA and customer satisfaction metrics.Passionate about streamlining operations and enhancing the customer experience through analytical thinking, process improvements, and a deep understanding of financial systems.
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