Open to opportunities

Shivang Pathak

@shivangpathak

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Experienced Senior Administrator specializing in investment operations and client service.

India

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What I'm looking for

I am seeking a role that offers growth opportunities and values customer-centric service.

I 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.

Experience

Work history, roles, and key accomplishments

Senior Administrator Investment Operations

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.

Microsoft Office Analytical Skills Document Management

Member Advice Specialist

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.

Salesforce CRM Analytical Skills Account Management

Member Service Representative

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.

Microsoft Office Banking Operations Sales Reporting Digital Banking

Education

Degrees, certifications, and relevant coursework

Douglas College

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.

GLS University

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.