Zarifbin Arab
Trust Services Officer, Registered Plans at Cwb Trust Services
Based in Abbotsford, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Abbotsford
Industry
Financial Services
Company size
40
Contact information
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z•••••••@cwt.ca
Phone
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Background
About Zarifbin Arab
I execute time-sensitive wire transactions, ranging from $5M to $60M, and provide trustee services for various independent brokerages, offering them the ability to provide registered plans we (CWT) are the issuer of (RRSP, TFSA, RRIF, LIRA, LIF etc). Along side the opertational tasks I also liase with government bodies, like the Canada Revenue Agency, Retraite Québec and more to administer Registered Plans and ensure compliance with federal/provincial regulations. With a Bachelor of Commerce in Accounting from Ahmedabad University, and a postgraduate diploma focusing on international strategy and entrepreneurship from Capilano University, my educational background supports my intricate role in financial operations. We've enhanced client account management and streamlined procedures for transfers and reconciliations, leading to a 75% uptick in transaction-management efficiency. My proficiency in creating collaborative SharePoint sites has empowered our team to operate with greater synergy, demonstrating my commitment to leveraging technology for operational excellence. My abilities to create Reports, Data-Trackers, Data-Tables on excel has allowed our operations to remove redundant steps and help automate business tasks. I enjoy browsing through complex data-sets and providing simple and clear summaries that can be understood at all levels of an organization. Data Story-Telling is a skill that has allowed me to make sense and help outhers understand the intricacies of the data they're viewing. Creating streamlined operations is something that I immensely enjoy and will use to help elevate myself and those around me.
Decision-makers
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