Executive Administrative Coordinator

KIRAN BHOLA

**** ********* ******** ***********, ** L5M 0G4

226-***-**** acuqpa@r.postjobfree.com

Professional Summary

A focus oriented, future driven individual who is highly capable of maintaining detailed administrative and procedural processes. I have demonstrated expertise in improving systems, improve accuracy and efficiency and achieve organizational objectives. I am an excellent communicator with good computer skills, including software (MS Office Suite), social media, and electronic communications. Employment Experience

Payment Service Officer Nov. 2014 – Oct. 2015

Federal Government of Canada

- Department of Employment & Social Development Canada London, ON

Examined, verified, and assessed the authenticity of documentation and validity of information provided, made, and communicated decisions, resolved problems with the applications and determined benefit estimates as well as calculated specific benefit entitlements.

Conducted fact-finding and gathered missing information or clarified discrepancies with clients and employers, partners and training institutions, and made decisions within clearly established procedures and guidelines on continuing eligibility based on new information received and established over-payments and underpayments.

Managed the life cycle of benefit/service files, including re-directing, cancelling and suspending payments, validated that information submitted by clients and/or their representatives, employers, partners and training institutions were accurate.

Initiated amendments to database(s) accordingly, and purged and recreated benefit applications and placed claims into specialized processing as required.

Referred cases, as per clearly established procedures and guidelines, to the appropriate level for decision.

Made decisions weighing facts with the intent of legislation and jurisprudence, determined the source and extent of information required to make sound decisions.

Dealt with clients who were faced with negative decisions, prepared justifications for decisions taken in such a way as to demonstrate a clear rationale that could be understood by non-technical audiences.

Recognized those clients who were clearly in need of more specialized services.

Explained eligibility determinations and decisions of non-entitlement to services or benefits and remained impartial and composed while providing the reasons for the denial or the problem with the claim.

Exercised discretion when determining what information could and could not be released to clients/requestors in order to protect the distribution of sensitive or protected documents. Executive Administrative Coordinator Oct. 2001 –Nov. 2014 Kumon Centre

St Thomas/ London, ON

• Effectively dealt with up to twenty incoming customer calls and inquiries daily.

• Assisted new parents in the registration process and briefed them on the centre routine and policies. KIRAN BHOLA

5533 Waterwind Crescent Mississauga, ON L5M 0G4

226-***-**** acuqpa@r.postjobfree.com

• Organized and updated the appointment schedule of prospective clients, screened requests and prioritized appointments based on target market.

• Briefed the Instructor before appointments with appropriate background information.

• Efficiently administered critical office operational functions which included assisting drop in visitors and clients, and maintained inventory levels for all materials and supplies.

• Maintained more than one hundred and seventy students’ schedules at the centre, regularly solved schedule conflicts before they became issues.

• Assisted in inputting up to ninety students’ daily worksheet results data and made necessary adjustments to students’ plan on CMS (Centre Management System) during the four hour class session.

• Assisted the Instructor in collecting & recording tuition fee payments; prepared and generated monthly reports; the center newsletter and the year-end inventory report to KNA (Kumon of North America).

• Managed payment of centre's fixed monthly expenses on Instructor's behalf.

• Assisted in tracking employee hours; processed payroll; submitted government payroll remittances & prepared T4s for employees on behalf of instructor. Financial Service Representative II Nov. 2012 - Dec. 2013 CIBC

Strathroy, ON

• Identified new and existing customer needs through the use of CIBC Financial tools.

• Planned my business activities to meet weekly sales, service and referral targets for personal and small business clients.

• Proactively initiated at least two hundred phone calls weekly to book appointments with clients to discuss their needs and to offer financial solutions.

• Determined credit needs and carried out a range of lending activities within my authorized limits.

• Captured and validated clients personal and financial information, ensuring all documentation was completed based on CIBC policies and procedures.

• Completed account openings, card replacements, account inquiries and transfers from other financial institutions.

• Actively promoted sales of mutual funds and completed all required paperwork.

• Received and handled customer complaints and attempted to achieve a solution which was mutually satisfactory to the customer and company.

Personal Banking Representative II May 2011 – Nov. 2012 PC Financial

London & Stratford, ON

• Actively promoted sales of mutual funds, as well as a range of lending products and completed all required paperwork.

• Identified and maintained deposit/convenience and investment products/services primarily by using proactive selling techniques.

• Completed account openings, card replacements, account inquiries and transfers from other financial institutions.

• Provided efficient and effective customer service to customers.

• Carried out a range of administrative functions in support of customers personal banking, including KIRAN BHOLA

5533 Waterwind Crescent Mississauga, ON L5M 0G4

226-***-**** acuqpa@r.postjobfree.com

processing information changes.

• Received and handled customer complaints and attempted to achieve a solution which was mutually satisfactory to the customer and company.

• Maintained appropriate stock levels of all brochures and necessary branch operating materials. Client Service Representative April - Oct. 2010

Royal Bank of Canada - Internship

London, ON

• Responded to client-initiated contacts and assisted with various financial transactions.

• Actively listened to clients in order to uncover undisclosed needs or opportunities.

• Resolved problems at first point of contact whenever possible.

• Referred clients to appropriate internal officers.

• Effectively dealt with customer inquiries regarding products & procedures while adhering to company compliance guidelines.

Education

Canadian Investment Funds Course: Mutual Funds Representative Certification 2011 Investment Funds Institute of Canada

Bachelor of Arts: Major - Sociology/Minor – Psychology 2008 Degree

University of Western Ontario, London, ON

High School Diploma (Gr. 13) 2002

Central Elgin Collegiate Institute, St. Thomas, ON

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