Preeti Kapadia
Financial Centre Administrator at Sun Life
Based in Regina, Canada
7-day free trial · no credit card
Seniority
Manager
Department
Operations
Location
Regina
Industry
Financial Services
Company size
38K
Contact information
Reveal Preeti's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
p•••••••@sunlife.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Preeti Kapadia
Highly organized and results-driven Financial Centre Administrator with over 15 years of experience in administrative support, client relations, insurance management, and office operations within the financial and healthcare sectors. Proven expertise in managing client data, handling insurance inventories, and providing administrative support to financial advisors. Adept at utilizing Salesforce, Mainframe, and other internal systems to streamline processes, enhance operational efficiency, and ensure accurate reporting. Skilled in licensing procedures, financial processing, and coordinating marketing activities. Excellent communicator with a strong ability to build and maintain relationships with clients, advisors, and internal teams. Known for impeccable organizational skills, attention to detail, and the ability to handle multiple tasks in a fast-paced environment. Passionate about contributing to the growth and success of the organization by continuously improving administrative processes and client service.
Decision-makers
Other people at Sun Life
Build a list of verified contacts at Sun Life
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Preeti
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime