Ashna Mary Stephen
GARLAND,TEXAS
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Remains calm and poised while managing high-volume workloads.
Overview
12
12
years of professional experience
Work History
Operations Senior Associate
Manulife
06.2022 - 07.2023
- Reviewed 80-100 Estate settlement documentation received for each applicable province or Territories per day.
- Initiated settlement, once documents are in good order (in-kind or in-cash transfers internal or externally, redemptions , withdrawals as applicable).
- Verified customer identities, assessing risks associated with customers and transactions with more than $1million, and documenting process according to regulatory requirements.
- Organized and managed large volumes of data in excel while ensuring compliance with record-keeping requirements.
- Trained and supported new team members, maintaining culture of collaboration.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties
Client Operations Administrator
Questrade
07.2020 - 07.2022
- Reviewed and processed registered accounts requests such as RRSP, TFSA, Cash and Forex accounts in Broadridge.
- Reviewed and verified client documents such as 60-80 Letter of directions, Void Cheques, Direct Deposit Forms each day.
- Collaborated with compliance teams, and legal departments while maintaining open lines of communication across all levels.
- Ensured strict confidentiality and privacy of financial transactions as they relate to organization and its customers
- Provided process and/or alternative solutions and made recommendations to enhance account operations.
Client Service Representative
Questrade
12.2017 - 07.2020
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Helped 50+ customers every day with positive attitude and focused on customer satisfaction.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
Shift Manager
McDonald's
10.2014 - 10.2017
- Managed schedules, accepted time off requests and found coverage for short shifts.
- Excelled in every store position and regularly backed up front-line staff.
- Observed cash handling and security procedures during shifts to recognize and address issues with staff.
- Reduced inaccuracies by carefully counting cash and keeping meticulous records of transactions.
- Monitored and adjusted pricing, discounts and promotions to maximize profitability.
Programmer Analyst
Cognizant Technologies Solutions
08.2011 - 08.2014
- Delivered scalable system architecture to support high-availability Internet site with various internal applications.
- Directed software design and development to meet client needs for functionality and performance.
- Approved engineering and project scope documents prior to delivery.
- Responded to and remedied critical issues to limit downtime.
Education
Bachelor of Engineering: - Electronics And Telecommunication
Sathyabama University
Chennai, India03.2011
Post Degree Diploma - Business Administration
Langara College
Vancouver, Canada04.2016
Skills
- SQL
- Transaction Monitoring
- Customer Due Diligence (CDD)
- Know Your Customer (KYC)
- CRM
- DATAPHILE
- BROADRIDGE
- Money Handling
- MS Office
Timeline
Operations Senior Associate
Manulife
06.2022 - 07.2023
Client Operations Administrator
Questrade
07.2020 - 07.2022
Client Service Representative
Questrade
12.2017 - 07.2020
Shift Manager
McDonald's
10.2014 - 10.2017
Programmer Analyst
Cognizant Technologies Solutions
08.2011 - 08.2014
Bachelor of Engineering: - Electronics And Telecommunication
Sathyabama University
Post Degree Diploma - Business Administration
Langara College