Anusha Raghavendra

Career highlights: providing admin service to 25 Managing directors

• Managing directors
• · Calendar management
• · Travel management
• · Meeting and event planning
• · Workspace reservation
• · Assisted buying/accounting support
• · Contact updating
• · Document enhancement co ordination
• · Technology support
• · Time & Expense support
• · Arranging gifts/flowers/ booking restaurant tables for internal & client meetings

• Handled 6 Senior level clients from the Neuroscience franchise including the Director
• Calendar Management: Scheduled meetings, Tracking, managing meeting schedules on a daily basis, attending the meeting, Coordinating and creating an agenda, accept and declines invites Booking meeting rooms.
• PO Management: Raising PO requests
• Travel Management: Arranging Airport pick and drop and Hotel booking
• Document formatting and editing
• Contract management: Filling up (Zinc) Contract templates on behalf of clients
• Research task (NKC): Searching for articles by PMID provided by the client and downloading.

• Job Responsibilities in Mutual Fund & Registered Plans (MFRP)
• Processing transfers/withdrawals from Locked-in retirement accounts, as per the regulations of provincial jurisdictions.
• Processing exceptional payments for different locked in investment types (Retirement plans) which involves mutual funds, GIC's, savings deposit based on eligibility criteria by validating related government forms.
• Auditing tasks
• Teamwork and Collaboration Mutual funds
• Handling escalations Transaction processing
• Fund transfer and calculating Dividends/Interest

• CR&R stands for Customer Research & Resolution. This is a team which handles all type of corrections which went wrong on first time processing.
• Posting, Reimbursing and Reconciliation of monies which are invested in NYSE.
• Need to calculate MVA (market value adjustment) of the amount which is missed out in investing in New York stock exchange and having a close look of the net asset value of the particular investment mixes wherein money is supposed to be invested.
• Recordkeeping the transactions
• Calculation of lost dividends and extra dividends paid to participants.
• Allocation of funds for participant's investments as per instruction.
• Reconciliation of the payments and receipts of transactions.
• Collect payments from clients through Fed Wire, ACH, check payments and Forfeiture account.
• Identifying discrepancies in the affected accounts, making necessary corrections to make the participants account whole and resolve the issue within the target TAT.
• Training the new hired associates and helping them till they learn the process.
• Handle escalations of the team and help them in resolving process and reconciliation issues.