Ramandeep Sihota

I am currently upgrading myself and taking courses to finish my Financial planning diploma, I have obtained my CSC, I had switched into the Financial Planning field in 2015.

EMPLOYMENT HISTORY

Client Service Administrator  2021-2023

Vancity, Vancouver, BC (VCIM)

• Working with portfolio managers daily, assisting with filling out and mailing out Know Your Client forms, Investment policy forms, Pre-Authorized Contributions, and systematic withdrawal forms.
• Working with multiple systems, such as Dataphile and fidelity investment systems, uploading completed account opening forms, making withdrawals from non-registered accounts to Bank accounts, as requested by the Portfolio manager, confirming accounts have been transferred, and trades completed.
• Teaching new co-workers about the system and processes, creating job aids, and helping managers with projects

Vancity, Vancouver BC

• Responsible for counting cash that came in from all Vanity ATM’s and ensuring accuracy, and inputting all cheques that came in into the system, and using different programs to make sure the accounts were balanced.

Vancity, Vancouver BC

• Operated as an inbound call agent, offering customer service and general troubleshooting for cardholders. fast-paced and the high-pressure nature of the position, with call volumes of over 700+/day. Liaising with multiple departments and working with multiple systems simultaneously was crucial to this position.

Drake International, Vancouver, BC

• Responsible for creating efficacy in the Financial Planner’s filing system by organizing, archiving, and shredding files following bank protocols.
• Cross-referencing clients’ account numbers and names with the Financial Planner’s list to ensure the right files are achieved or destroyed.
• Coordinating with the Financial Planner about changes that have been or should be made to the filing system.

Imperial Parking, Vancouver, BC

• Responsible for processing customer credit card payments over the phone, following PCI standards.
• Responsible for monitoring and reporting activity that could or is disrupting service to upper management or the clients of Imperial Parking. 
• Responsible for educating customers on lot and payment etiquette.
• Responsible for handling escalating situations in a time- efficient manner.

IBM, Ottawa, ON

• Independent computer business technician responsible for installing, upgrading, and re-imaging Point-of-sale machines, RF scanners computers and laptops at various stores and banks, 
• Providing financial institutions with next-day, in-person support, confirming the installation is done correctly, diagnosing and troubleshooting printers and card scanners, and addressing bank employees' concerns.

DC MEDIA SOLUTIONS, Surrey, BC

• Troubleshoot PC problems for small business and home users, remove viruses and enhance security.
• Consult Small Business clients and Non-Profit Organizations, integrating existing files and systems into Windows-based networks, creating easy-to-understand training documents and security solutions while focusing on future expansion.
• Training and support for Android and iPhone mobile devices; email setup, app usage and installation, backup and restoration, Wi-Fi setup.
• Build custom Computer solutions to order.

SHAW CABLE SYSTEMS, Vancouver, BC

• Provided inbound technical support services, guiding customers through advanced Desktop support scenarios, Digital Terminal setup, and Telephony troubleshooting while consistently maintaining an over 85% ticket closure rate and meeting monthly average handle times.
• Maintained detailed client records using a trouble ticketing system to support future interactions and escalations to TSR2's.
• Provided Customer Service and Billing support remaining aware of up-selling opportunities.

Tax Preparer 2016-2016

Revenue Canada, Surrey BC

• Currently working in a tax preparation clinic associated with Revenue Canada.
• Responsibilities included educating, preparing, collecting, and confirming information that is given by the client in a face-to-face environment.
• Collaborating with collogues on challenging tax returns.

Financial planning certificate BCIT 2015- Present

CANDAIAN SECURITY COURSE 2017