Jaspreet Sidhu

Experience

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  Gripwell tools

  May 2014 - Jun 2014

  Project Intern

  my responsibilities included -observing production of tools at various levels-documenting the quantity and quality of tools-operating and observing the mechanism of the torque testing machineworking with the hardening and tempering machine.

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  Aj Travel Inc

  Jul 2016 - Aug 2016

  Marketing and Business Development

  In the company I was responsible for generating leads, maintaining database, social media marketing and B2B networking.

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  Socomo Technologies

  Aug 2016 - Oct 2016

  Customer Service Representative

  My responsibilities included the following:-Leading a team of six people in the customer care and in-app support department.-Handling business transactions of $1000 daily-B2B and B2C business development-Customer retention and post sales support-Trend and regression analysis to develp an in-app security feature for our customers-Product positioning and brand promotion

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  Cara Operations

  Apr 2017 - May 2018

  Front Desk Associate

  - Accountable for cash transactions of $ 5000 daily.-Executing product launches and maintaing optimal client engagement-Recording and optimising revenue stream-Accountable for imlementing start to finish quality control to ensure high customer satisfaction.

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  RBC

  May 2018 - Aug 2018

  Process Analyst

  • Accountable for Process Analysis and Optimization efforts for Risk Data Governance team within GRM.• Accountable for Process Reporting and Documentation for RDG in preparation for audit.• Assisting with the phase out of the RDARR framework and subsequent shift to BAU processes.• Accountable for Large Scale Risk data consolidation and Reporting to VP (RDG)• Data Modelling and normalization• Analysis and optimization of Critical Data Element attributes • Providing Project management and operational support for Position 360.• Subject Matter Expert on Enterprise Policy, Standards and Frameworks published by RDG from a compliance point of view.• Subject Matter expert on Process Flow and business deliverables for the adoption of the Enterprise Issue Management Process.• Part of the task force to determine the materiality thresholds and types of Operational and Self-Identified Issues within RDG.• Providing operational support to the VP (RDG) on various projects. Show less

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  BMO Nesbitt Burns

  Nov 2018 - Nov 2019

  Servicing Analyst

  •Accountable for processing investment portfolios of high net worth clients (retail and institutional).•Responsible for due diligence on Investment objectives and risk appetites of clients. •In charge of collecting and verifying documentation to check that they’re in compliance with BMO’s legal and ethical policy.•Directly support Investment advisors of Nesbitt Burns with client on-boarding and investment objective updates.•Accountable for logging and processing client requests and queries.•Accountable for account rollovers including registered accts. (e.g. RRSP to RRIF and LIF to LIRA).•Responsible for processing client constraints and waivers applied to traded securities.•Contributes to Documenting and updating department procedures and flows.•Conflict resolution and case management by coordinating communication between IAs, CSRs, system owners and product owners.•Subject matter expert in Products and services offered by Nesbitt Burns. Show less

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  Worldsource Wealth Management Inc.

  Nov 2019 - Dec 2021

  Project Management Analyst

  •Responsible for quarterly Client Financial Statement Reporting and Annual CRM2 reporting for the MFDA side of the firm•Subject matter expert on the contents of the above financial reports and how they’re coded, using the data on Dataphile•Point of contact for financial advisors and advisor relations representatives for queries regarding the information in client statements and portfolio reports generated in Dataphile•Responsible for content development for outgoing announcements to advisors from WFM Operations •Planning, coordinating and assisting with all year-end activities including FATCA/CRS client validation, RSP to RRIF client letters and any additional preparatory exercises related to the issuance of tax receipts•Coordinating tax slip production runs including CRA XML submissions and uploads for online access•Assisting in maintaining Dataphile’s tax portal module to ensure accurate tax reporting•Accountable for quarterly reporting to VP, Operations firm wide operational stats and progress on project undertakings•Led Projects regarding development requests and business case changes to Dataphile, FundSERV, Smart Advisor and new offerings•Coordinated business user side testing to the above softwares•Responsible for form and addendum updates updates related to administration•Documented and optimized department procedures and flows. Created administrative efficiencies to reduce operating efficiencies to reduce operating errors and expensesResponsible for Vendor Management for successful deployment of Client Reports Show less

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  V Serve Canada

  Apr 2023 - now

  Project Manager

  Event Co-Ordinator for Living With Wellness Festival 2023-Led a team of 30 staff and volunteers to ensure event success-Liaison for sponsors, vendors, venue, regulators and other stakeholders-15,000 people attendedLeading marketing campaigns (television, email, social media and print media) with a reach of 1 million-Social Media strategy-Content creation -Key Word optimizationWebsite developmentBlog creation and management Leading fund raising initiatives

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  Cannacord Gennuity Corp

  May 2023 - Jul 2023

  Business Analyst