Pratyaksh Kotia

Experience

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  AKPJ & Associates Chartered Accountants

  Jun 2018 - Aug 2021

  Assistant to Chartered Accountant

  - Assisted in preparing financial statements and audit reports for over 50 clients, including SMEs and individual accounts.- Processed financial transactions, including fee rates and account grouping, with meticulous attention to detail.- Conducted financial analysis using advanced Excel functions, providing insights that supported client decision-making.- Managed tasks using a ticketing system, adhering to strict SLAs and improving task completion rates by 25%.- Communicated effectively with clients and internal partners to ensure seamless operations and address queries promptly.- Contributed to the implementation of new accounting software, enhancing data accuracy and reducing processing time by 30%.- Reviewed client accounts and documentation, identifying discrepancies and implementing corrective actions to ensure data integrity. Show less

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  Cineplex

  Oct 2022 - Nov 2023

  Customer Experience Associate

  - Delivered outstanding customer service to over 500 patrons weekly, enhancing the overall guest experience and contributing to a 15% increase in repeat customers.- Managed point-of-sale systems efficiently, handling cash and electronic transactions totaling over $10,000 daily.- Resolved customer issues promptly, achieving a 95% customer satisfaction rating in feedback surveys.Implemented upselling techniques, boosting concession sales by 18%.- Assisted in training new employees, fostering a collaborative team environment and improving service consistency.- Maintained compliance with corporate policies and health and safety regulations, ensuring a secure environment for guests and staff. Show less

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  Retirement Shield Canada

  May 2023 - Jun 2023

  Wealth Operations Assistant

  - Managed data entry and client documentation with 100% accuracy, supporting over 200 client accounts.- Processed fee rates and account transactions, ensuring timely and accurate updates in the system.- Operated within a ticketing system, consistently meeting all SLA requirements and improving response times by 15%.- Collaborated with internal teams to resolve complex issues, enhancing client satisfaction levels.- Developed an Excel-based tool to automate routine tasks, increasing operational efficiency by 20%.- Ensured compliance with all regulatory standards and company policies, maintaining client confidentiality.- Supported multiple lines of business through cross-training, demonstrating adaptability and proactive teamwork. Show less

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  Nike

  Oct 2023 - Jan 2025

  Retail Salesworker

  - Consistently exceeded sales targets, contributing to a 25% increase in store revenue during peak seasons.- Provided exceptional customer service, managing inquiries and facilitating transactions with accuracy and efficiency.- Maintained up-to-date product knowledge, enabling personalized recommendations and enhancing customer satisfaction.- Led a team initiative to improve inventory management, reducing stock discrepancies by 15%.- Trained and mentored new staff members, improving onboarding efficiency and team performance.- Implemented CRM system updates, ensuring accurate customer data and contributing to targeted marketing efforts.- Received Employee of the Month award for outstanding customer service and sales performance. Show less

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  H&T Income Tax Inc.

  Jan 2024 - Apr 2024

  Tax Analyst Co-op

  - Prepared and reviewed over 150 federal and provincial tax returns for individuals and small businesses, ensuring compliance with all regulatory standards.- Identified tax-saving opportunities, resulting in an average of 10% reduction in tax liabilities for clients.- Managed complex tax-related inquiries, providing clear explanations and building strong client relationships.- Utilized advanced financial software and Microsoft Excel, including Macros and Pivot Tables, to streamline data analysis and reporting processes.- Collaborated with senior tax professionals to develop efficient workflows, increasing departmental productivity by 20%.- Maintained meticulous records, ensuring data integrity and confidentiality in all client files. Show less

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  Scotiabank

  Jan 2025 - now

  Investment Support Officer – Wealth Operations

  In my role at Scotiabank Wealth Operations, I support investment account transactions, taxation processes, and client inquiries while ensuring compliance with financial regulations. Working in a fast-paced, deadline-driven environment, I collaborate with internal teams and third-party institutions to resolve issues efficiently and maintain operational excellence.Key Responsibilities:- Process investment transactions, including trade settlements, account adjustments, and securities transfers.- Open and manage cases in the bank’s case processing system, ensuring timely resolution.- Handle duplicate and amended tax slips, ensuring accuracy and compliance with CRA regulations.- Provide support to third-party financial institutions via inbound calls (30% of the role).- Analyze financial data using Excel (Pivot Tables, VLOOKUP, Macros) to improve reporting accuracy.- Maintain financial records and assist with tax-related inquiries from advisors and clients.Key Achievements & Skills Gained:- Developed a strong understanding of wealth operations, investment taxation, and financial compliance.- Strengthened problem-solving, analytical, and client communication skills.- Gained hands-on experience in investment operations, regulatory reporting, and financial data analysis. Show less