Sakshi Gaur

Virtual Advisor Support:

• Act as a staff member to US-based franchise advisors, taking full ownership of client plan workflows, foundational financial plans, and end-to-end meeting preparations.
• Supporting proactive client engagement by drafting comprehensive post-meeting summary letters and organizing all necessary documentation for seamless service delivery.

Operational Execution

• Facilitate precise money movements, including fund transfers and disbursements, while ensuring 100% adherence to North American compliance guidelines.
• Streamline account services by submitting e-Forms for rollovers, beneficiary changes, and account updates; manage Managed Account Annual Reviews to ensure timely portfolio updates.

Relationship Management

• Champion client needs for multiple North American advisors, maintaining high-touch communication and providing prompt, accurate solutions to build long-term trust.
• Utilize Salesforce CRM to capture financial/non-financial goals, document service trails, and track client retention metrics across a diverse portfolio.

Analytical Reporting

• Leverage Morningstar and Thompson One to review assets and collateral, providing data-driven insights and actionable recommendations for advisor decision-making.
• Conduct root-cause analysis on servicing trends to enhance data integrity and ensure high-quality output for all financial service tasks.

Leadership & Coaching

• Mentor and coach junior roles on workflow procedures and complex financial service tasks, fostering a culture of continuous professional growth and operational excellence.
• Establish quality control benchmarks to maintain consistent service delivery standards across the virtual staffing team.

• Financial Control & Reconciliation: Managed complex bank-to-book reconciliations using Dynamics 365 and Oracle NetSuite; investigated and resolved historical discrepancies to ensure accurate financial reporting.
• Disbursement Management: Spearheaded the end-to-end payment lifecycle (ACH, Wire, T&E) for two service lines, managing payment schedules for an entire business entity with high precision.
• Process Transformation: Led a pilot project to implement automation tools that eliminated duplicate entries and reduced manual effort by identifying systemic anomalies and daily variances.
• Risk Mitigation: Established a Peer-to-Peer (P2P) audit framework to mitigate errors and prepared weekly exposure reports to support management in strategic decision-making.
• Stakeholder Collaboration: Partnered with Accounts Receivable and R2R teams to resolve payment variances and build rapport with global vendors through effective conflict management.