Zhansaya Bekbolat
Astana
Summary
Dedicated and detail-oriented professional with extensive experience in financial services and operations. Expertise in asset movement, account transfers, cash reconciliation, and stock record management. Maintains accuracy and compliance in transactional processes. Quick to grasp new concepts and procedures. Seeking a challenging role within the financial industry to leverage expertise.
Overview
4
4
years of professional experience
Work History
Intern to Tax Dispute and Resolution Team
PwC
10.2024 - Current
- Analyze and monitor changes in tax codes and relevant news
- Create leaflets and prepare presentations to communicate tax updates
- Perform court case analysis to provide alerts and insights
- Participate in various projects related to tax disputes and corporate taxes
- Support the team with research and analysis for resolving complex tax issues
Senior Account Transfers Administrator
Questrade
06.2023 - 08.2024
- Performed asset and cash reconciliations, maintaining precise records of transactions
- Managed stock record break of assets, resolving discrepancies and ensuring data integrity
- Monitored escalations and addressed them in a timely manner, ensuring client satisfaction and regulatory compliance
- Trained team members on transfer procedures and best practices, ensuring consistency and proficiency within the team
- Collaborated in the development of procedural manuals to streamline transfer processes and enhance team efficiency
- Proficient in handling international and estate transfers, ensuring compliance with relevant regulations and procedures
- Oversaw mutual fund POAs, including setup and follow-up with fund companies
- Utilized strong knowledge of financial services software including Broadridge, CDS, Arrow, DTC, and FundServ
Transfers Administrator
Questrade
11.2021 - 02.2024
- Completed asset movement from other financial institutions into Questrade Inc with meticulous attention to detail
- Initiated transfers accurately to ensure compliance with regulatory deadlines
- Managed mutual fund POAs, including setup and follow-up with fund companies
- Utilized strong knowledge of financial services software including Broadridge, CDS, Arrow, DTC, and FundServ
Operations Assistant
Massimo Dutti, Inditex
06.2021 - 02.2024
- Supervised supply and mobility operations overseeing special projects
- Assisted with administrative tasks including answering phones, filing paperwork and data entry
- Managed office inventory and restocked supplies as needed
- Provided training and constructive feedback to new employees
Education
Advanced Diploma - Business Administration-Financial Planning
Seneca College
Toronto, Canada04.2021
Skills
- Analytics
- Adaptability and flexibility
- Quick learner
- Data evaluation
- Team collaboration
- Research and analysis
Languages
Russian, Kazakh
Native language
English
Proficient
C2
French
Intermediate
B1
Software
Power BI
Google Sheets
Excel
SQL
Timeline
Intern to Tax Dispute and Resolution Team
PwC
10.2024 - Current
Senior Account Transfers Administrator
Questrade
06.2023 - 08.2024
Transfers Administrator
Questrade
11.2021 - 02.2024
Operations Assistant
Massimo Dutti, Inditex
06.2021 - 02.2024
Advanced Diploma - Business Administration-Financial Planning
Seneca College
Similar Profiles
Eric AlvaradoEric Alvarado
PwC Future Focus Program at PwCPwC Future Focus Program at PwC
Omid RezaeiOmid Rezaei
Recruiter at PwCRecruiter at PwC
Rahul KudeshiaRahul Kudeshia
PPM – Senior Manager at PwCPPM – Senior Manager at PwC