Urvashi Barot

Accounting Assistant at WhiteGold Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English -
  • Hindi -
  • Marathi -
  • Gujarati -

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Experience

    • Canada
    • Accounting
    • 1 - 100 Employee
    • Accounting Assistant
      • 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

    • Promotions Manager
      • 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.

  • PPI Solutions
    • Toronto, Canada Area
    • Customer Services Representative
      • 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

    • Office Assistant
      • Jan 2014 - Apr 2014

    • India
    • Investment Banking
    • 700 & Above Employee
    • Customer Service Representative
      • 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

Education

  • Lambton College
    Post Graduation, Business Management- Finance and Banking
    2014 - 2015
  • Lala Lajpatrai Institute Of Management
    Bachelor of Commerce (B.Com.), Accounting and Finance
    2010 - 2013

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