Pooja Kumari
Admin Assistant | Paraplanning Support | Risk SOA Preparation in AdviserLogic | MBA in FinTech | Aspiring Financial Paraplanner
- Role
- Admin Assistant at Embee Nextgen
- Location
- Chandigarh, CH, IN
- LinkedIn followers
- 500 followers
About Pooja Kumari
I am a motivated and detail-oriented finance professional with over 6 years of combined experience in accounts, administration, and Australian financial services. For the last 2 years, I have been supporting a paraplanning firm as an Admin Assistant, specializing in preparing Risk Statements of Advice (SOAs) using AdviserLogic. I manage client data, coordinate workflows, and assist with insurance application processing, ensuring accuracy and compliance with industry standards. Prior to this, I gained valuable experience in accounting roles, handling GST filings, TDS returns, ledgers, and financial documentation. I hold an MBA in FinTech, which equips me with strong analytical and technical skills to complement my practical experience. My goal is to transition fully into a paraplanning role where I can leverage my expertise in SOA preparation, compliance, and financial strategy support. I am recognized for my meticulous attention to detail, professionalism, and clear communication.
Experience
Admin Assistant
Sep 2023 — Present · Chandigarh, IN
Education
Panjab University
Bachelor of Arts - BA
NIFM - Stock Market Institute
Diploma
2021 — 2022
Dr. DY patil Vidyapeeth Pune
MBA
2023 — 2025
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