Open to opportunities

Bina Soni

@binasoni

Message

I am an experienced operations professional in wealth and customer service.

United States

Message

What I'm looking for

I seek an operations role in banking or finance that values accuracy, compliance, and collaboration, where I can apply my wealth-operations, IT support and testing credentials to streamline processes and deliver reliable client service.

I am an operations professional with experience in wealth operations, banking back-office processes, help desk support and payroll. I hold a Postgraduate Diploma in Software Testing Engineering, CompTIA A+, CTFL and support tools including Prime base SMS, EIS, Host on Demand and ticketing applications.

I have a track record of maintaining compliance, improving process documentation, and resolving complex client and system issues across TD Bank, CIBC and IBM Canada. I bring strong organization, communication and troubleshooting skills, plus hands-on experience with Windows, Active Directory and mutual fund account processing to improve accuracy and workflow.

Experience

Work history, roles, and key accomplishments

Current

Wealth Operation Officer

Current

TD Bank

Nov 2019 - Present (6 years 8 months)

Processed wealth operations transactions ensuring regulatory compliance and accurate handling of mutual funds, return mails, and cheque processing while maintaining and updating the team knowledgebase.

Microsoft Office Wealth Operations Mutual Funds Host On Demand Ticketing Systems

Payroll Assistant

Canada Cartage

May 2019 - Nov 2019 (6 months)

Processed billing cycles and reconciled employee timecards to ensure accurate payroll billing and responded to employee and vendor inquiries to resolve discrepancies.

Microsoft Office Payroll Processing Data Entry Employee Support

Operation Officer

CIBC

Jan 2013 - Oct 2017 (4 years 9 months)

Managed high-volume operational workflows to meet SLA targets, escalated high-risk transactions, and completed investigative reports while supporting process improvements and accurate documentation.

SLA Management Investigation Documentation Process Improvement Systems Upload Download Compliance

Help Desk Technician

IBM Canada

Mar 2010 - Jun 2012 (2 years 3 months)

Provided desktop and device support for Windows 7/10 and Office, managed Active Directory and Exchange accounts, and performed hardware/software troubleshooting, upgrades, and POS support.

Windows 10 Microsoft Office Active Directory Exchange Desktop Hardware Troubleshooting Imaging