LAVAN SENATHIRAJAH

** ****** ****** ******* ** M*C 3T5 647-***-**** adsnsf@r.postjobfree.com

SUMMARY OF SKILLS

More than ten years of experience in the financial services industry.

In-depth ability to gather data, compile information, and prepare reports.

Highly effective written and oral communication and interpersonal skills.

Diligent, detail oriented and possess a success-driven work ethic.

Self-motivated and proactive, with strong analytical and problem-solving skills to effectively handle matters of ambiguity and change.

Profound ability to resolve customer complaints and concerns.

Ability to work with a team or independently with limited direction.

Extensive knowledge of Windows/XP and MS Office.

ACADEMIC AND PROFESSIONAL QUALIFICATIONS

Canadian Securities Course (CSC) November 2013

Canadian Securities Institute

Diploma in Business Administration September 2009 – September 2011

Seneca College, Toronto, ON

RELEVANT WORK EXPERIENCE

National Bank Financial, Toronto ON June 2015 - Present

Senior Administrator – Admin Pro

Process moderate to advanced transfer requests in order to ensure that all assets being received or relinquished are processed within the timelines allotted.

Research and resolve complicated transfer issues as presented by correspondent network (CN) member firms.

Initiate transfers in/out on internal applications (AS400/OSS), ensuring accurate execution of instructions from transfer documents to electronic messaging.

Specialize in RRSP, RESP, RIFF, LIF. These include, contributions, withdrawals, internal transfers, RRSP loans, LLP, HBP, IPP, MBD, financial hardship withdrawals, and unlocking between regular accounts.

Co-ordinate transfer adjustments with the Mutual Fund departments

Assess risk associated with each transfer and liaise with the Compliance department and/or Risk department to resolve complicated issues and ensure no breach of compliance procedures set out by the company.

Provide clients with a thorough response which leads to reduced emails.

Encourage clients to use NBCN systems, and tools to improve their efficiency and profitability.

Manage workload and assist Service Administrators when required to build strength and strengthen relationships with Operations through proactive contact.

Ensure availability to clients on a timely manner.

Minimize escalation trends and anticipating clients’ needs.

Resolve partners’ issues quickly by offering possible solutions.

Educate clients, peers, and operations team on policies and procedures.

National Bank Financial, Toronto ON May 2013 – June 2015

Senior Administrator –Operations

Worked independently and carried out variety of complex administrative activities as per the policies, standards and procedures established.

Compiled and recorded data, and tracked down any required or missing information.

Reviewed account opening documents and processed opening of accounts on internal applications (AS400/OSS).

Acted as primary contact for assigned CN member firms regarding new transitioning Investment Advisors or CN member firm Mid Office.

Maintained up-to-date knowledge of all coding in Account Profile in order to determine correct field coding by client type.

Deposited cheques received for transfers and ensured they are placed in the proper client account based on relinquishing institution’s information.

Processed account profile changes for existing accounts on OSS.

Reviewed requests for account profile coding ensuring regulatory and departmental policies and procedures were met.

Responded appropriately to requests from customers or stakeholders in files and provided professional and courteous service.

Monitored and tracked volume of daily incoming work to ensure daily SLA deadlines were met.

Performed checks and analyses to ensure the accuracy of data and operations.

Ensured any errors are corrected.

National Bank Correspondent Network, Toronto ON January 2008 – May 2013

Administrative Assistant - Mailroom

Handled various transactions for Purolator, FedEx, and local courier services.

Assisted other employees with supplies that needed to be moved to various places.

Resolved or escalated customer service issues on a daily basis.

Delivered cheques and ensured they were signed by the appropriate employees and/or clients.

Actively monitored FedEx packages and ensured they were delivered.

Corresponded with delivery service companies and other employees to deliver confidential documents.

Built an ongoing relationship with existing and new staff.

Internally cross trained with various teams to ensure that each individual were well diverse in all operational aspects.

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