Khushi Modi

Wealth Operations Officer @TD

Toronto, ON, CA

Monitor and analyze corporate action events, reviewing market circulars and summarizing key details for client notifications.Process client instructions, class action claims, and payments within SLA timelines, ensuring accuracy and compliance.Coordinate with vendors, transfer agents, and custodians to resolve inquiries and confirm event details.Maintain holdings data, logbooks, and reconciliation reports to support documentation and audit readiness.Utilize Excel and internal systems (FIS, IBM) to streamline workflows, generate reports, and enhance operational efficiency.