Soumya Sabharwal
@soumyasabharwal
I support accurate financial operations, client service, compliance, and account transactions.
What I'm looking for
I've supported financial transactions, account records, client onboarding, and reporting at Amorvita.Inc, while building Excel reports for senior management and improving client service workflows.
My background also includes client account support at Neo Financial, where I handled transactions, documentation, compliance procedures, trade activity tracking, fee collection, and account maintenance. I completed the Canadian Securities Course (CSC®) and bring a detail-oriented approach to regulated operations, client relationships, and process improvement.
Experience
Work history, roles, and key accomplishments
Security Professional
Paladin Security Services
Oct 2024 - Present (1 year 10 months)
Served as the first point of contact for employees, visitors, and contractors, verifying credentials and directing individuals appropriately. Monitored visitors and clients through CCTV surveillance systems, access control panels, and alarm systems, ensuring continuous site security.
Finance Intern
Amorvita.Inc
Sep 2023 - Apr 2024 (7 months)
Processed and reviewed financial transactions and account records, maintaining accurate documentation and ensuring compliance with internal procedures. Assisted with client onboarding processes and built financial and operational reports using Excel for senior management.
Assisted 50+ customers daily by providing personalized beauty recommendations and product consultations. Processed POS, cash, and card transactions accurately while following company policies and procedures.
Delivered 90% customer satisfaction by resolving client inquiries and supporting escalated issues. Processed transactions, updated client account information, and referred clients to appropriate financial solutions.
Prepared and served orders with 100% accuracy in collaboration with the team. Provided prompt guest assistance, maintained health and safety standards, and trained 5+ new employees.
Education
Degrees, certifications, and relevant coursework
George Brown College
Advanced Diploma, Finance
2022 - 2024
Pursued an Advanced Diploma in Business Administration with a focus on Finance, gaining knowledge in financial transactions, account operations, and compliance procedures.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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