KIRTI AKOLKAR
**********@*****.***
Objective:
To seek a suitable position as Administrative Assistant / Data Entry clerk in your organization Professional Profile:
• Over 12 years of experience in Servus Credit Union in Edmonton.
• Result oriented and proven office and clerical experience with progressively increased responsibilities.
• Constantly in touch with clients and customers providing information using different modes of communication.
• Good interpersonal and communication skills and also honest, reliable, highly motivated, well organized with good work ethics.
• Able to work under minimum supervision, exercising judgment and initiative.
• Proficient in computer skills such as MSWord, MS Excel and Outlook suitable for Administrative Assistant, clerical or data entry position. Experience:
Servus Credit Union:
Investment Support Officer - Group Plan Nov 2012 - Nov 2020
• Processed several Group Deposits with different processes depending on group using different methods of debiting and crediting member accounts.
• Opening Member Accounts for different groups as IBEW, Insulators and Non Union Groups.
• Maintained Member Account by locking and unlocking contracts as per procedure on receiving Member request.
• Processed daily Reconciliation of Internal Accounts for different groups as Insulators, IBEW and Non Union Groups.
• Covered for different desks helping to process Transfers INs, Transfer Outs in Investment.
• Administrative Assistant July 2008 - Nov 2012
• Sorted and Distributed received documents from different Branches to related departments
• Processed Group Withdrawals and Wires
• Processed RRF cheques
• Trained in different areas of Centralized Support Office as required and also learned tasks on officer desk as processing and printing receipts in RRSP season
• Always ready to help Investment officer as required and also learned to process TFSA Deposits and Withdrawals.
• Processed Consolidations and worked on Reports as Term Exception Report
• Verified Transactions processed by Colleagues on Group Exception Report. Travelled to different locations from December 2020 to January 2024. Education:
Simply Accounting
St. Gabriel Learning Centre, Mississauga ON. 2007
Bachelor of Commerce
M.S.University, Vadodara India. 1984