Sandhya S.
About Sandhya S.
Sandhya S. is a Coordinator of Operation Services at IG Wealth Management, with over 15 years of experience in accounting and financial services. She has held various positions at notable institutions such as RBC, TD, and CIBC, and is certified as a Payroll Compliance Practitioner.
Current Role at IG Wealth Management
Sandhya S. has been serving as the Coordinator of Operation Services at IG Wealth Management since 2019. In this role, she is responsible for overseeing various operational functions within the organization. Her extensive experience in the financial services sector contributes to her effectiveness in managing operations and ensuring compliance with industry standards.
Previous Experience in Financial Services
Prior to her current position, Sandhya S. accumulated significant experience in the financial services industry. She worked at CIBC as a Verification Clerk and Team Lead from 1991 to 2005, followed by roles at TD as a Credit Administrative Officer from 2006 to 2010, an Estate Officer from 2016 to 2017, and an Operation Service Officer from 2014 to 2015. Additionally, she served as an Administration Officer at RBC for three months in 2017.
Education and Certifications
Sandhya S. holds a diploma in Accounting and Payroll. She is certified by the Canadian Payroll Association as a Payroll Compliance Practitioner. Her academic background includes a Bachelor of Education from the University of Gorakhpur and a Master of Arts from the University of Bundelkhand. She also attended Everest College in 2012.
Software Proficiency
Sandhya S. is proficient in a variety of software applications that are essential for her role in operation services. Her skills include using Simply Accounting, ACCPAC, Sharepoint, PeopleSoft, QuickBooks, TSYS, ISM, BAYCOM, RTM, CDM, OPC, S3, and Pega. This proficiency supports her work in general accounting, bookkeeping, and managing financial products.
Expertise in Financial Products
With over 15 years of experience, Sandhya S. has developed expertise in a range of financial products. She has worked with mortgages, estates and wills, currency and deposit processing, pensions, RRSPs, and Mutual Funds. This diverse experience enhances her ability to navigate complex financial scenarios and provide informed support in her current role.