Purge Dhaliwal

Dynamic operations and administrative professional with 5+ years of experience in fast-paced service environments across various sectors. Proven track record in high-pressure roles, specializing in high-volume transaction processing, financial reconciliation, and process optimization. Currently completing an Honours BA in Political Science with minors in Public Law and Sociology at the University of Toronto.

I specialize in streamlining complex administrative workflows, managing confidential records, and delivering exemplary client service while maintaining strict regulatory compliance.

Independent Life and Accident & Sickness Insurance Agent - World Financial Group (WFG)

(2026)

I manage a growing client portfolio by delivering comprehensive financial education and insurance strategies. My focus is on conducting in-depth needs analyses, designing customized protection plans, and actively driving agency growth through client acquisition and relationship building.

• Client Education & Advising: Conduct comprehensive Financial Needs Analyses (FNA) to educate clients on wealth accumulation, debt management, and customized Life and Accident & Sickness products.
• Portfolio Management: Manage a growing portfolio of segregated funds, annuities, and registered investment accounts (RRSP/TFSA) to maximize client retirement growth and financial security.
• Business Development: Drive agency expansion through proactive prospecting, hosting financial literacy seminars, and maintaining a robust client referral network.
• Regulatory Compliance: Ensure strict adherence to FSRA compliance standards and industry ethics regulations during all client consultations and contract processing.

Business Operations & Compliance Specialist - Kelaya Aesthetics Inc.

(2024)

I was appointed to streamline operational infrastructure and enhance client onboarding protocols. I served as the critical bridge between precise financial tracking and client relations, ensuring data security, audit-readiness and adherence to strict privacy standards.

• Operations Optimization: Streamlined client onboarding and end-to-end operations by managing intake documentation, secure data systems, and acting as the primary professional point of contact.
• Financial Reconciliation: Maintained accurate financial tracking and audit readiness by executing zero-defect revenue reconciliation, utilizing financial software to verify invoices and manage billing.
• SOP Development: Enhanced workflow efficiency and regulatory compliance by developing standard operating procedures and implementing a secure digitized record system.

Pharmacy Operations Analyst - LifeCare Pharmacy

(2020 - 2025)

Directed high-volume administrative operations within a strictly regulated healthcare environment, building rigorous practical field experience in compliance, financial reconciliation, and the secure management of pharmacological data. Revolutionized internal tracking systems, significantly reducing processing times while ensuring flawless audits for up to 350 daily client files.

• High-Volume Processing & Quality Assurance: Processed 250-350 client files daily, executing precise billing, submitting complex insurance claims, and performing continuous quality assurance checks while maintaining strict confidentiality of sensitive records.
• Financial & Regulatory Auditing: Reconciled $16,000 to $34,000 in daily revenue, authoring detailed administrative reports and preparing targeted files for formal compliance and insurance audits.
• Systems Optimization: Reduced processing time by 75% and fortifying data security by engineering an advanced Excel-based compliance tracking system alongside Box for secure document management.
• Dispute Resolution & Advocacy: Resolved complex claims disputes and secured cost-saving outcomes for clients by drafting professional, evidence-based correspondence to negotiate directly with insurers.

Office Administrator - Infinity Transportation Inc.

(2017 - 2022)

I coordinated complex executive workflows and vendor relations to ensure seamless organizational operations. I overhauled legacy administrative processes, drastically improving document retrieval times and cross-departmental communication.

• Workflow Coordination: Coordinated executive schedules, service calls, and correspondence across multiple stakeholders to ensure the timely completion of contract requirements.
• System Design: Designed and implemented a new structured file management system, optimizing administrative workflows to improve document retrieval times and regulatory compliance.
• Training & Onboarding: Created a comprehensive Standard Operating Procedures binder to streamline daily operations and accelerate internal staff training.
• Vendor Management: Executed accurate vendor management by tracking documentation related to shipments, invoicing, and complex corporate contracts.

Sales Associate - Baskin Robbins

(2019 - 2021)

I delivered fast-paced customer service and managed daily point-of-sale transactions. I focused on maintaining a highly organized storefront and resolving client inquiries efficiently.

• Customer Service: Delivered exemplary customer service in a high-traffic environment, efficiently managing customized client requests and resolving inquiries.
• Transaction Processing: Processed high-volume transactions and executed accurate cash handling, maintaining strict precision during daily register reconciliations.
• Inventory & Operations: Collaborated with team members to manage inventory, coordinate scheduling, and ensure strict compliance with operational standards.

Honours Bachelor of Arts, Social Sciences and Humanities - Political Science - University of Toronto (2021 - 2026)