Khatereh Aghakhani
Assistant to Investment Advisors @Research Capital Corporation
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WORK HISTORY
Assistant to Investment Advisors @Research Capital Corporation
Regina, SK, CA
Process accounts including account opening/closing and transfers-Provide financial reports;Gain/loss reports, CRA T3and T5 slips, client statements,Daily Activity Report -Respond to client inquiries and questions-Communicate with head office associates on compliance and operations matters-Prepare materials and coordinate logistics for client meetings-Deposit cheques, Manage inventory, and maintain documents’ filing system.
EDUCATION
University of Regina
Master of Business Administration in leadership, Organizational Leadership
University of Isfahan
Bachelor's degree, Public Administration
ABOUT KHATEREH AGHAKHANI
For the past 10+ years, I’ve built my career around helping organizations run smoothly—whether that’s solving customer challenges, streamlining payroll, reconciling accounts, or ensuring financial accuracy.At Parsian Bank, I gained a decade of experience as a Customer Service Representative, Admin Assistant, and AR/AP Specialist where I consistently delivered 99% accuracy in transactions and helped resolve client issues with a 95% satisfaction rate. Later, at Canada Life Reinsurance, I expanded into financial reporting and reconciliations, where attention to detail and compliance were critical. Today, at Atlas Office Solutions, I bring those skills together as an Accountant and Financial Coordinator, supporting leadership with reporting, payroll, and client relations—all while improving workflows by 25–35%.What sets me apart is my problem-solving mindset: I don’t just process tasks; I look for ways to make systems more efficient, reduce errors, and build trust with both clients and colleagues. I thrive in fast-paced environments where precision, professionalism, and people skills all matter equally.
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