Summary
Overview
Work history
Education
Skills
Affiliations
Certification
Timeline
Generic

Parminder Garcha

Gillingham,Kent

Summary

Dynamic and detail-oriented professional with a strong foundation in finance and extensive experience in the pensions environment. Demonstrates a methodical and problem-solving approach to complex tasks, with a keen eye for detail and accuracy. Eager to expand skill sets and advance from standard roles to more strategic positions by leveraging a commitment to continuous learning and cross-functional collaboration. Adept at streamlining processes and driving efficiencies within teams, with a focus on enhancing overall organisational performance. Renowned for swiftly acquiring and applying new knowledge, coupled with proficient computer skills developed through years of practical use, and a dedication to contributing meaningfully to both individual and collective success.

Overview

10
10
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work history

Pension Review Administrator

Harbour Rock Capital
Rochester, Medway
10.2018 - Current
  • Originally an admin-based role, responsible for preparing and sending client policy documents, annual reviews and contacting clients regularly regarding changing their investments. This role involved daily use of Salesforce and SmartCOMMS, Microsoft Excel, Microsoft Word, Outlook, and various provider websites
  • Managed the auditing and delivery of quarterly statements to nearly 9,000 clients under DFM services, optimising processes to improve efficiency.
  • Conducted on-going quality control as an in-team checker, identifying errors and trends and running Salesforce reports and SOQL queries to detect anomalies.
  • Developed strong foundational skills in Salesforce administration, creating new fields and formulas to automate tasks and enhance operational workflows. In addition to learning to create and amend flows to help automate daily work.
  • Leveraged SmartCOMMS to automate data fields from Salesforce, improving the efficiency of client and provider communications; gained basic proficiency in JavaScript within the SmartCOMMS environment.
  • Explored AI-driven automation with DocTract to scan, extract, and input relevant information into Salesforce, streamlining document management.
  • Continuously embraced new challenges and technology to drive innovation and improve team performance.

Administrative Support

Acorn Restoration
Chatham, Kent
06.2017 - 07.2018
  • Supported a furniture restoration business with supplier and client communications, inventory management using Excel, and general administrative tasks such as archiving and correspondence.

Student Records and Exams Registry assistant

Canterbury Christ Church University
Canterbury, Kent
05.2016 - 05.2018
  • Managed mark allocation and resolved queries using QLv4, ensuring accurate updates and tracking.
  • Processed student progression and exits through QLx and handled mark transfers via Excel.
  • Facilitated the production of student certificates.
  • Coordinated assessments for External Examiners and oversaw exam invigilation and setup, including special arrangements.
  • Supported departmental activities with the registration of new and continuing students.

Stock Anaylst

Veetee Rice
Rochester, Medway
01.2016 - 04.2016
  • Coordinated supplier communications, goods dispatch, stock analysis, and collections/deliveries with third-party warehouses. Worked with the manager to resolve queries, using Axapta and Excel daily.

Accounts Clerk

Grupo Antolin
Hartlip, Kent
05.2015 - 09.2015
  • Provided admin support in finance, including stock adjustments, sales invoice processing in SAP, and monthly financial asset and tooling cost adjustments. Gained Credit Control experience for month-end procedures, using SAP and Excel for data manipulation.

Education

Bachelor of Arts - English Literature

Canterbury Christ Church University
Canterbury, Kent
09.2011 - 07.2014

Skills

  • Strong Literacy and Communication Skills: Proficient in interacting effectively with colleagues and clients, both verbally and in writing
  • Critical Reasoning and Analysis: Adept at evaluating information and making informed decisions
  • Adaptability: Capable of working efficiently in diverse environments, whether in large teams, small teams, or independently
  • Attention to Detail: Committed to high accuracy in data input, manipulation, and trend identification
  • Mathematical Proficiency: Skilled in analysing numerical data and identifying patterns
  • Organisational and Time Management: Excellent at prioritising tasks and managing time effectively, particularly under tight deadlines
  • Approachability: Easily accessible and open to communication, fostering a collaborative work environment
  • Quick Learner: Able to swiftly acquire new skills and seek assistance when necessary
  • Technical Proficiency: Experienced with Salesforce, SmartCOMMS, Excel, Word, PowerPoint, Outlook 365, QLv4, QLx, and CLIC/Blackboard

Affiliations

  • A very keen interest in music with many years as a self-taught guitarist.
  • Staying active with exercise with an interest in martial arts.
  • Strong interest in computer technology and video games, with a focus on narrative complexity, storytelling, and strategic thinking.

Certification

(CF1) UK Financial services, regulation and ethics - February 2024.

Timeline

Pension Review Administrator

Harbour Rock Capital
10.2018 - Current

Administrative Support

Acorn Restoration
06.2017 - 07.2018

Student Records and Exams Registry assistant

Canterbury Christ Church University
05.2016 - 05.2018

Stock Anaylst

Veetee Rice
01.2016 - 04.2016

Accounts Clerk

Grupo Antolin
05.2015 - 09.2015

Bachelor of Arts - English Literature

Canterbury Christ Church University
09.2011 - 07.2014

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Parminder Garcha