Karamjit Gill

Cell: 437-***-****

adznh6@r.postjobfree.com

PROFESSIONAL SUMMARY

To obtain a challenging position with growth and potential. To embrace an opportunity that can grow into a career.

SKILLS

Database management

Dedicated team player

Accurate and detailed

Word processing

Microsoft Excel, Microsoft Access

Keyboarding speed 55 wpm and above

EDUCATION:

Diploma in Office Administration-Executive Jan 2011-April 2013

Sheridan Institute of Technology & Advanced Learning, Brampton

Advanced Document Processing (typing/business letters)

MS Office 2010(Word, Excel, PowerPoint, Outlook)

Letters, Reports and Presentations

Document Production and proficiency

Business Mathematics

Mail Merge Certificate

Spreadsheets and Presentations (PPT/Excel)

Data Management

Multimedia Presentations

High School Diploma Sept 1999-June 2000

Queen Elizabeth High School, Surrey, BC

WORK HISTORY:

Licensed Mortgage Advisor Nov 2021-Present

Mortgage Diligent

Licensed Financial Advisor (LLQP)

Punjab Insurance, Brampton, ON Mar2018-Present

Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.

Implemented financial planning recommendations.

Maintained confidentiality of bank records and client information.

Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.

Processed applications, payments, corrections, endorsements and cancellations.

Prepared necessary paperwork to process insurance sales and renewals.

Pursued continuing education and training programs to continue professional development.

Presented and clearly explained insurance policy options to clients based on their needs and goals.

Legal Office Assistant Jan 2009- Dec2011

SP Legal Services, Brampton

Greet and assist client, entered client’s information in database

Maintained office files

Prepared documents and reports

Prepared legal documents

Handled phone calls and solved problems

Data Entry Clerk June2022-May 2023

McKesson Canada

view and check applications and supporting documents

scan documents into database

load information onto prescribed databases

maintain complete activity logs and prepare reports

respond to requests for information and statistics

retrieve and present required information in various formats

provide guidance and information on application requirements

LANGUAGES: English, Punjabi, Hindi.

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