Kumar Shiv Manglam Malhotra
Administrator
Talent
Calgary, AlbertaMember since May 6, 2023
·
Hire this person
Send a job offer directly to this candidate
About
- A team player, willing to lead or follow, eager to learn and is self-motivated. Enthusiastic and personable, my passion is to contribute, support, and make a difference.
- I present strong ability to demonstrate level of initiative and judgement to organize and prioritize tasks, workloads and projects.
Experience
- Multi-tasked as an executive assistant and banking advisor assisting a team of five senior investment advisors in managing their calendars, meetings, daily client requests, emails etc.
- Assisted clients virtually and in-person and arranged more than 35 meetings every week with branch managers, investment advisors and inquiries on their investment accounts
- Assisted with daily administrative tasks such as developing at minimum six communications such as letters, client/external communication, internal communications and important staff messages daily; managed client/ advisor accounts by preparing10-12 document packages for DocuSign everyday
- Proactively stayed informed and up-to-date regarding Company policies and procedures and compliance updates; send them to the advisors and booked time for review in their calendar weekly
- Maintained and built sustainable and trustworthy relationships with all stakeholders through open and interactive communication; handled different clients and their requests by answering 30-40 calls daily
Education
- College Diploma in Hospitality and Tourism Administration and Management
