Geeta Sindhi

Experience

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  Apex Financial Services

  Sept 2013 - Nov 2013

  Back Office Assistant

  • Making the Invoice for the car accessories which were sold.• Tele-calling.• Solving customers’ queries regarding car loan, home loan and Insurance.• Helping the customers in approving their loans.• Collecting all customers details and maintain it the system.

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  Mendirtta Business solutions Pvt Ltd

  Dec 2013 - Mar 2015

  Quality Analyst

  • Pulling of work report everyday from the client’s site.• Responsible for assigning daily task, managing and resolving problem related to daily functioning of team doing quality check for the files worked by the associates.• Making daily, weekly and monthly reports of the work.• Responsible for training sessions for new comers.• Assisting the Mortgage Processing Team in their work whenever needed.• Handling the team on behalf of Team Leader when he is absent.

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  TRPC Service team Pvt Ltd

  Apr 2015 - Jul 2017

  Senior Executive

  • Responsible for assigning daily task, managing and resolving problem related to daily functioning of team.• provides recordkeeping and administration services for retirement plan sponsors, and support services for investment advisors and third-party administrators• Responsible for training sessions for new comers.• Customized plan design and installation• Preparation of plan documents and ongoing legislative/regulatory updates (Amendment and PPA restatement for 401K plan).• Preparation of required employee notifications and disclosures• Maintains Contact Management System.• Processing of participant Investments and claims Payments.• Provides Enrolments kits to clients.• Maintains relationships with four Trade Agents/Custodians: Charles Schwab Bank, MG Trust Company, LLC (“Matrix”), Mid Atlantic Trust Company, and TD Ameritrade Trust Company Show less

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  FIS Global Business Solutions India Private Limited

  Jul 2017 - May 2020

  Senior Associate

  • Responsible for initial setup of plans for different different clients.• Maintains Contact Management System after completing setups of plan. • Responsible for posting their participants wise contributions• Used to work on Payrolls processing for different clients (Also, handling one individual client for the same task.)• Working experience on Reconciliation part.• Good Knowledge about Matrix bridge (worked on account handling and releasing & allocation contribution in the same) • Creating, Posting and settling trade transactions.. Show less

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  TIAA

  May 2021 - now

  Analyst