I assist the Flann Team by providing administrative support for clients with investment accounts. My responsibilities include processing transactions, preparing/processing paperwork, booking client meetings, tracking financial activity, and updating the client database.
The best part of my job is building relationships with our team and clients by providing them with a high level of service.
Originally from India, I moved to Canada with my husband in 2018. Before joining the Flann Team, I worked with HSBC Vancouver in their compliance department. This enhanced my skills in analyzing financial transactions by following regulation around AML (Anti-money Laundering) and FINTRAC (Financial Transactions and Reports Analysis Centre).
In my spare time I love spending time with family and friends, trying new food recipes, and traveling. One of the things on my bucket list is to be able to see all the Wonders of the World. So far, I have seen Taj Mahal in India & The Great Pyramid of Giza in Egypt.