Neel Patel

• * Calculating and preparing cheques for payroll • Keeping financial records and establish, maintaining and balance various accounts using manual and computerized bookkeeping systems • Maintaining general ledgers and financial statements • Posting journal entries • Preparing other statistical, financial and accounting reports • Preparing trial balance of books • Reconciling accounts

FINANCIAL WORK EXPERIENCE

Bookkeeper May 2022 – Dec 2022

Kelly Services, Mississauga, ON

• Prepared draft tax forms for clients
• Worked on general ledger, created trial balance, balance sheets, income statements
• Verified and reconciled accounts
• Payroll administration and making Payroll Cheques
• Kept financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Prepared Statistical, Financial and Accounting Reports for the business
• Supporting in Internal Business audits

Investment Representative July 2021 – Jan 2022

State Bank of India (SBI), India

• Met with clients to develop a personalized investment strategy to help them meet their goals based on their financial objectives, risk tolerance and investment preferences
• Monitored clients’ investment portfolios and made recommendations on investment products based on clients’ objectives and market conditions including: stocks, bonds, mutual funds, shares.
• Performed financial analysis of investment opportunities and assessed potential risks and returns.
• Maintained strong relationships with clients and answered questions promptly

Customer Service Representative (Cashier) Sept 2022 – Present

Walmart, Mississauga ON

• Greeted clients and provided exceptional customer service in a fast paced environment
• Sold, cross-sold and upsold various products including warranties and Walmart credit cards
• Accepted payment by credit, debit and cash
• Proficient with CRM Software
• SLEPOS: Successfully used return and claims system

EDUCATION

­Business Administration Accounting Diploma Jan 2022 – April 2023 Sheridan College, Brampton, ON

Canadian Securities Course Feb 2023 - April 2023

Canadian Securities Institute, Brampton, ON

Investment of Funds in Canada March 2023 – May 2023

Canadian Securities Institute, Brampton, ON