Mansha Suri

Finance-trained administrative professional currently completing the Canadian Securities Course (CSC®), with experience supporting senior leadership, managing client communications, maintaining financial records, coordinating documentation, and supporting day-to-day operations. Strong background in client service, organization, budgeting, and business technology, with a growing focus on Canadian wealth management and financial services.

Office Administrator at Cirno Design Ltd. (2024-04 – Present)

• Provide administrative and operational support to the Chief Operating Officer and Chief Financial Officer, coordinating priorities across multiple functions.
• Manage client communications through phone and email, responding to inquiries, coordinating follow-ups, and maintaining professional client relationships.
• Maintain financial records and support bookkeeping activities using QuickBooks, ensuring information is organized and up to date.
• Prepare project budgets, timesheets, proposals, and supporting documentation while coordinating timelines and required information.
• Maintain accurate administrative records and coordinate day-to-day office activities to support efficient operations and cross-functional collaboration.
• Develop and maintain company websites using Wix, Squarespace, and Hostinger and support marketing communications.

Immigration Consultant Assistant at RightLine Immigration Services (2024-02 – 2024-03)

• Managed client case files and supporting documentation under the supervision of a consultant, ensuring information was accurate, organized, and aligned with documentation requirements.
• Communicated directly with clients to gather required documents, provide case updates, and respond to inquiries in a timely and professional manner.

Pizza Cook at Dominos Pizza (2024-01 – 2024-08)

• Trained in preparing pizzas, other food items and packaged take-out food
• Assisted fellow Team members
• Handled frontline operations, taking customer orders and dealing with complaints

Receptionist & Data Operator at Manav Public School (2023-04 – 2023-08)

• Managed front-desk operations, scheduling, correspondence, and visitor inquiries for a school serving 1,500+ students.
• Prepared administrative reports, performed data entry, and maintained documentation to support daily operations.
• Coordinated staff meetings and supported admissions documentation and administrative processes.
• Served as a primary communication liaison between parents, staff, and external stakeholders.

Canadian Securities Course in Securities & Finance – Canadian Securities Institute (CSI) (2026-10)

Undergraduate Diploma in Finance – University of Lethbridge – Calgary Campus (2025-12)

High School Diploma – Manav Public School (2023-03)