Shuriaa Packiyanathan

Account Transfers Analyst @iA Private Wealth

Toronto, ON, CA

Managed the processing and administration of asset transfers for a variety of accounts, including both registered and non-registered types (RRSPs, TFSAs, RESPs, Cash, Margin, Joint, etc.), ensuring timely and accurate delivery of assets through both electronic (ATON) and manual (Non-ATON) processes.• Conducted quality control checks on documents, addressed rejections/escalations with advisors, and maintained compliance with regulatory standards and departmental SLAs.• Communicated with branches, National Bank Financial, and other institutions to resolve inquiries and provide updates on transfer requests.• Reviewed and reported on transfer activities, reconciled control accounts, and managed mutual fund bookings to ensure regulatory compliance and operational accuracy.• Supported seamless department operations through effective email, phone, and mail management, and collaborated with teams to improve processes and service offerings.• Utilized industry systems (Dataphile, Fundserv, CDS, ATON, Excel) for efficient account management, demonstrating strong communication, customer service, and problem-solving skills.

Laurentian University/Université Laurentienne

Bachelor of Business Administration - BBA

Lester B Pearson Collegiate Institute

Ontario Secondary School Diploma

Centennial College School of Business

Diploma