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@shivangpathak
Experienced Senior Administrator specializing in investment operations and client service.
IndiaI am a dedicated Senior Administrator with extensive experience in investment operations and client service. My journey began with a Bachelor of Business Administration, followed by a Post-Baccalaureate Diploma, which equipped me with the skills necessary to excel in the financial services industry. Currently, I work at Coast Capital, where I manage investment operations and ensure compliance with industry standards.
Throughout my career, I have successfully managed a diverse portfolio of clients, advising on mutual funds with a total book value exceeding $3,000,000. My role involves not only responding to inquiries but also training new employees and creating job aids to streamline operations. I pride myself on my analytical skills and my ability to maintain accurate records, which are crucial for effective decision-making in a fast-paced environment.
My commitment to customer service and problem-solving has allowed me to build strong relationships with clients and colleagues alike. I am always looking for opportunities to grow and contribute to a dynamic team, leveraging my skills in Salesforce CRM, Hyland OnBase, and other industry-standard tools.
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Work history, roles, and key accomplishments
Coast Capital
Aug 2023 - Aug 2024 (1 year)
Responded to internal and external inquiries and processed over 50 daily requests for various documents. Investigated documents for compliance, maintained up-to-date records, and trained new employees to facilitate operational needs. Created and reviewed job aids and reports to ensure proper task execution.
Coast Capital
May 2022 - Aug 2023 (1 year 3 months)
Managed and advised mutual fund clients with a total book value exceeding $3,000,000, handling new account openings for various types. Provided assistance to subordinates with transaction limits up to $750,000. Administered and grew the branch book of business, serving approximately 1000-5000 clients.
Coast Capital
Aug 2021 - May 2022 (9 months)
Performed over 100 daily banking transactions for clients and facilitated digital banking sign-ups to streamline transaction automation. Generated reports to review branch cash balances on a daily and monthly basis. Promoted various products and services to both current and prospective clients.
Degrees, certifications, and relevant coursework
Post-Baccalaureate Diploma, Business Studies
Completed a Post-Baccalaureate Diploma, enhancing specialized knowledge beyond a bachelor's degree. This program provided advanced academic and professional training.
Bachelor of Business Administration, Business Administration
Earned a Bachelor of Business Administration, focusing on core business principles and practices. Developed foundational knowledge in management, finance, and marketing.
Software and tools used professionally
IndiaYou can contact Shivang and 90k+ other talented remote workers on Himalayas.
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