# Bina Soni

Bina Soni is a remote worker on Himalayas, Wealth Operation Officer at TD Bank, based in United States.

Source: https://himalayas.app/@binasoni

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

| Detail | Value |
| --- | --- |
| Availability | Open to opportunities |
| Location | United States |
| Authorized to work in | United States |
| Job categories | Operations Coordinator, Customer Service, Payroll Specialist, Help Desk Technician, IT Support Engineer, Banking Operations Analyst, Compliance Analyst, Operations Assistant, Operations Specialist, Operations Associate, Operations, Operations Analyst, QA Tester |
| Skills | Wealth Operations, Prime Base SMS, Electronic Imaging Services (EIS), Microsoft Office, Host On Demand, Ticketing Systems, Mutual Fund Knowledge, Cheques, Data Entry, Active Directory, Windows 10, A+ Certification, CTFL (Certified Tester Foundation Level), Windows |

## What I'm looking for

```text
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.
```

## About

```text
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

### Wealth Operation Officer (current)

[TD Bank](https://himalayas.app/companies/td). Nov 2019 - Present

```text
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.
```

Skills: Microsoft-Office, Wealth-Operations, Mutual-Funds, Host-On-Demand, Ticketing-Systems

### Payroll Assistant

Canada Cartage. May 2019 - Nov 2019

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

Skills: Microsoft-Office, Payroll-Processing, Data-Entry, Employee-Support

### Operation Officer

[CIBC](https://himalayas.app/companies/cibc). Jan 2013 - Oct 2017

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

Skills: SLA-Management, Investigation, Documentation, Process-Improvement, Systems-Upload-Download, Compliance

### Help Desk Technician

IBM Canada. Mar 2010 - Jun 2012

```text
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.
```

Skills: Windows-10, Microsoft-Office, Active-Directory, Exchange, Desktop-Hardware-Troubleshooting, Imaging

## Education

### ISTQB

Certified Tester Foundation Level (CTFL), Software Testing

```text
Certified Tester Foundation Level (CTFL) certification covering core software testing concepts, techniques, and terminology.
```

### Tally Solutions

Tally 5.4 Financial Accounting, Financial Accounting

```text
Tally 5.4 Financial Accounting course focused on accounting, bookkeeping, and Tally software usage.
```

### CompTIA

CompTIA A+ Certification, Information Technology Support

```text
CompTIA A+ certification validating foundational IT hardware, troubleshooting, and technical support skills.
```

## Tech stack

- Gmail
- Windows
- Windows 10

To contact Bina, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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