Seerat Dhaliwal
About Seerat Dhaliwal
Seerat Dhaliwal is an Estate and Trust Administrator at MD Financial Management in Ottawa, Ontario, with a background in taxation and customer service. They possess strong leadership skills and a commitment to helping others, which supports their work in estate and trust administration.
Work at MD Financial Management
Seerat Dhaliwal has been employed at MD Financial Management | Gestion financière MD since 2021, serving as an Estate and Trust Administrator. In this role, Dhaliwal is responsible for managing various aspects of estate and trust administration, which includes overseeing the distribution of assets and ensuring compliance with legal requirements. Prior to this position, Dhaliwal worked as a Technician in Taxation Service at the same organization for a brief period in 2020.
Education and Expertise
Seerat Dhaliwal earned a Bachelor of Commerce (BCom) degree in Accounting and Finance from the University of Ottawa, completing the program from 2017 to 2021. This educational background provides Dhaliwal with a solid foundation in financial principles, which is essential for the role in estate and trust administration. The combination of academic knowledge and practical experience enhances Dhaliwal's expertise in managing financial matters related to estates and trusts.
Background
Before joining MD Financial Management, Seerat Dhaliwal gained diverse experience in various roles. Dhaliwal worked as a Sales Associate at Solutions, Your Organized Living Store from 2018 to 2019. Additionally, Dhaliwal served as a Teaching Assistant at the Telfer School of Management at the University of Ottawa for three months in 2019. Dhaliwal also held a position as an Appeals Officer at the Canada Revenue Agency for seven months in 2019, contributing to a well-rounded professional background.
Skills and Attributes
Seerat Dhaliwal possesses strong leadership and interpersonal skills, which are vital in the field of estate and trust administration. These skills enhance Dhaliwal's ability to effectively manage relationships with clients and stakeholders. Dhaliwal's strong work ethic and a desire to help others further complement the responsibilities associated with the role, allowing for a dedicated approach to estate and trust management.