Sajalpreet Kaur
Transfers Administrator @CI Financial
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WORK HISTORY
Transfers Administrator @CI Financial
Toronto, ON, CA
Support investment operations by processing inbound asset transfers using ATON and CDS systems, ensuring accuracy, compliance, and timely completion of client account transfers.• Process and monitor inbound account transfers across financial institutions through ATON and CDS platforms.• Review transfer documentation for completeness and regulatory compliance.• Coordinate with internal teams, custodians, and external partners to resolve transfer issues and discrepancies.• Track transfer status to meet operational service standards and timelines.• Maintain accurate records and ensure data integrity within internal systems.• Contribute to efficient workflow management and positive client service outcomes.
EDUCATION
Panjab University
Master’s of Commerce (Honors), Finance and Banking and Insurance
Panjab University, Chandigarh
Bachelor of Commerce - BCom Honors, Business Finance and Accounting
University Business School, Panjab University
Doctor of Philosophy - PhD, Accounting and Finance
ABOUT SAJALPREET KAUR
I am a Doctorate in Accounting and Finance and looking job opporunities in Canada. I have nearly 6.5 years of experience in research and teaching in the field of Finance, business, commerce, management and administration in India\'s top public universities Panjab University and Punjab Engineering College (deemed to be University) and in Canada (Cambrian College)Currently, I am working as an Accounting Assistant at a Logistics Company.I am an expert in using data analytics softwares IBM SPSS and STATA, Microsoft Office, Word,Excel, Powerpoint, TransPlus software, QuickBooks, Oracle Business Suite, Logistics softwares.I am proficient in English, Punjabi and Hindi.I love reading Books, Photography, Travelling and Cooking.
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