Anindita Roy
Schaumburg,IL
Summary
Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects. Committed to delivering impactful results through lateral thinking and strong interpersonal skills.
Overview
15
15
years of professional experience
Work History
Fund Custody Specialist LLC
Inspira Financial Trust
, Illinois
09.2022 - Current
- Serve as a dedicated point of contact for assigned fund custody clients
- Support and guide clients through account opening, the investment process, and ongoing activities
- Manage incoming and outgoing communications for assigned clients
- Monitor the establishment of data feeds as needed
- Review received data files from clients and investment sponsors
- Process the re-registration of assets
- Execute asset and cash transactions as directed, including but not limited to alternative assets, traditional assets, brokerage accounts, client subscriptions and redemptions, and fund expense payments
- Monitor and release funds from external bank accounts
- Answer client inquiries regarding Inspira products, services and fees in a timely and accurate manner
- Work cross-functionally with various departments within the business to maximize service
- Other duties as assigned.
Correspondence Representative
Dovenmuehle Mortgage, Inc
09.2021 - 08.2022
- Gather records pertinent to specific problems, review, analyze, research, them for completeness and accuracy and respond to all written correspondence, including web inquiries and customer matters in compliance with regulatory guidelines.
- Where appropriate coordinate with applicable departments to research issue and prepare response.
- Research open items and resolve customer issues.
- Provide written confirmation and documentation of completed research and outcomes and respond to borrower complaint correspondence per regulatory guidelines.
- Maintain documents in accordance with organizational procedures.
- Respond timely and accurately to customers.
- Maintain comprehensive knowledge of services, products, and procedures.
- Comply with Code of Conduct and regulatory training requirements.
Wintrust Bank
11.2019 - 05.2020
- Operate a teller drawer to serve customers and bank personnel in lobby
- Recognize potential cross sell opportunities and direct customers to appropriate bank personnel
- Develop skills to recognize potential fraud and report to management as necessary
Seasonal Associate, Fulfillment
Macy’s
12.2018 - 01.2019
- Determine customer needs based on personal features and other customer related factors
- Demonstrate knowledge of store products and services
- Fulfill customer orders in a timely manner
- Assist in maintaining organized selling floors
Key Bank
01.2019 - 08.2019
- Accept and accurately process all financial transactions
- Maintain responsibility for cash drawer and follow proper balancing procedure
- Act as a resource to identify and resolve client servicing issues
- Listen for clues for Financial opportunities and appropriately transition the client to a Banker
- Greet and Welcome every client and assist them in achieving their financial goals
- Address client issues and concerns and engage branch management when needed to provide full solutions to the client
Assistant Manager
Axis Bank Ltd. India
08.2010 - 03.2013
- Ensuring the institution’s policies and procedures are followed according to established guidelines.
- Plan, organize, direct, control and evaluate the branch operations of a Bank.
- Building relationships with high net worth individuals and promote the sale of loan, investment and other banking services and financial products
- Answering any financial and banking queries.
- Maintaining a professional image at all times.
- Working closely with small and medium sized businesses
- Handling customer queries face to face, over the phone
- Opening new bank accounts for individuals and also companies
- Responsible for cash management.
Education
Chartered Accountancy Final group 1 - Advanced Accounting, Management Accounting & Financial Analysis, Advanced Auditing, Corporate Laws & Secretarial Practice
01.2009
Bachelors of Commerce - Accountancy
01.2006
Accomplishments
Contributed to a Lean Six Sigma project that optimized workflow efficiency by reducing form usage.
Contributed to a company wide rebranding initiative. My role in the project included coordinating between departments, gathering consumer insights and ensuring across all touchpoints.
Other Experience
I have also completed three years internship per The Institute of Chartered Accountants of India. As an article trainee I supported the audit process by assisting with documentation, daya collection and compliance check.
Timeline
Fund Custody Specialist LLC - Inspira Financial Trust
09.2022 - Current
Correspondence Representative - Dovenmuehle Mortgage, Inc
09.2021 - 08.2022
- Wintrust Bank
11.2019 - 05.2020
- Key Bank
01.2019 - 08.2019
Seasonal Associate, Fulfillment - Macy’s
12.2018 - 01.2019
Assistant Manager - Axis Bank Ltd. India
08.2010 - 03.2013
Institute of Chartered Accountancy of India - Chartered Accountancy Final group 1, Advanced Accounting, Management Accounting & Financial Analysis, Advanced Auditing, Corporate Laws & Secretarial Practice
University of Calcutta - Bachelors of Commerce, Accountancy
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