Urvashi Barot
Accounting Assistant at WhiteGold Financial- Claim this Profile
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English -
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Hindi -
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Marathi -
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Gujarati -
Topline Score
Bio
Experience
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WhiteGold Financial
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Canada
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Accounting
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1 - 100 Employee
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Accounting Assistant
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Mar 2016 - Present
• Preparing Annual reports, Franchise Reports for USA corporations • Filing USA federal taxes • Prepare daily income/sales • Working with spreadsheets • compile and sort invoices & checks • Perform accounting and clerical function to support supervisors • Filing T1, T2, & T5 • Prepare payroll on monthly, yearly, bi- weekly,semi-monthly basis • Preparing Annual reports, Franchise Reports for USA corporations • Filing USA federal taxes • Prepare daily income/sales • Working with spreadsheets • compile and sort invoices & checks • Perform accounting and clerical function to support supervisors • Filing T1, T2, & T5 • Prepare payroll on monthly, yearly, bi- weekly,semi-monthly basis
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Canadian Foods Services (CFS)
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North York, Ontario
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Promotions Manager
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Aug 2014 - Present
• Informing new clients about ongoing promotions. • Reserving tables for clients with appointments. • Follow up calls with clients. • Making sure client has all necessary information. • Submitting marketing report to marketing manager. • Informing new clients about ongoing promotions. • Reserving tables for clients with appointments. • Follow up calls with clients. • Making sure client has all necessary information. • Submitting marketing report to marketing manager.
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PPI Solutions
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Toronto, Canada Area
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Customer Services Representative
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Jan 2014 - Jun 2014
• Providing superior customer service for Life insurance, RESP, RRSP and Mortgage insurance products • Managing and maintaining customer contact database • Assisting customers and potential clients' needs so as to get them their information in the most expedient way possible • Clerical duties associated with working in a busy customer service department • Confirming customer understanding of the solution and provided extra customer education as required • Providing superior customer service for Life insurance, RESP, RRSP and Mortgage insurance products • Managing and maintaining customer contact database • Assisting customers and potential clients' needs so as to get them their information in the most expedient way possible • Clerical duties associated with working in a busy customer service department • Confirming customer understanding of the solution and provided extra customer education as required
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Office Assistant
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Jan 2014 - Apr 2014
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SBI Capital Markets
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India
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Investment Banking
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700 & Above Employee
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Customer Service Representative
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Jul 2013 - Nov 2013
• Acquired Premium customers for the branch and maintained customer relations • Client Acquisition, maintaining and nurturing relationships • Responsible for achievement of sales target and revenue generation • Projected SBICAP Securities Limited's (SSL) image in market place • Cross-selling of various products to existing clients • Liaison with MCG officials in the respective circle and source high value corporate customers • Acquired Premium customers for the branch and maintained customer relations • Client Acquisition, maintaining and nurturing relationships • Responsible for achievement of sales target and revenue generation • Projected SBICAP Securities Limited's (SSL) image in market place • Cross-selling of various products to existing clients • Liaison with MCG officials in the respective circle and source high value corporate customers
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Education
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Lambton College
Post Graduation, Business Management- Finance and Banking -
Lala Lajpatrai Institute Of Management
Bachelor of Commerce (B.Com.), Accounting and Finance