FIDELITY INVESTMENTS, TORONTO, CANADA

Pension Specialist Apr 2006 . Nov 2009

. Member of Credited Service Team providing pension administrative services for General Motor’s and Delphi’s defined benefit
pension plans, covering over 700,000 active and retired participants
. Lead and trained a team of 12 associates to perform special credited service projects. Reviewed their work on a daily basis, and
managed their performance by producing reports using excel
. Appointed as designated ‘go-to’ person for help. Developed and conducted training sessions for up to 12 associates at a time in a
class room setting, for a project consisting of 50,000 audits. Created detailed procedures for training purposes
. Performed ‘credited service audits’ (calculation of time period served by client’s employees) involving extensive research and
calculations for participants looking to retire. Executed strategic analysis of customer issues and inquiries for timely resolution,
by researching, consulting plan documents, and obtaining client direction
. Implemented the ‘Kaizan’ project as part of a team, which aided in the simplification of the auditing process and helped reduce
company costs by 40%




ACTIVITIES & INTERESTS

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. Proficient in PeopleSoft, Microsoft Word, Excel, Access and Power Point
. Enjoy reading
. Fluent in English, Urdu, Hindi and working knowledge of Punjabi