SACHINI RATHNAYAKE
SENIOR WEALTH PLANNER
No, 80, Meegassegama, Endagala, Eppawala,Anuradhapura,North Central Province
Summary
Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
23
23
years of post-secondary education
Work History
Senior Wealth Planner
AIA Insurance Lanka Limited
Colombo 07, Sri Lanka
03.2021 - Current
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Worked with customers to understand needs and provide excellent service.
- Delivered services to customer locations within specific timeframes.
- Saved Rs. 1,000,000/= by implementing cost-saving initiatives that addressed long-standing problems.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Used Microsoft Word and other software tools to create documents and other communications.
Payroll Officer
KPMG HR Solutions (Pvt)Ltd
Colombo 02, Sri Lanka
05.2018 - 10.2020
- Performed calculations in overtime, vacation and sick hours to provide accurate data to payroll processing database.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Managed payroll data entry and processing for 1000 employees to comply with predetermined company guidelines.
- Applied knowledge of regulations, employment law and tax code to keep operations in compliance with applicable standards.
- Offered payroll-related subject matter expertise to management and employees to resolve payroll discrepancies.
- Produced payroll activities documentation and reports to meet corporate guidelines and promote transparency.
- Reconciled health care benefits, tax contributions and retirement accounts to facilitate large-scale account reconciliations.
- Calculated payroll deductions by accurately using TalentPro and processed payroll to meet preset requirements.
- Processed employee's EPF and ETF forms and managed benefits and leave time.
- Responded to employee questions and requests for information in timely and knowledgeable fashion.
- Updated employee files with new details such as changes in address or salary levels.
- Developed reports by compiling summaries for earnings, taxes, deductions, nontaxable wages, disability and leave.
Education
Bachelor of Commerce (special) - Commerce And Business Management
University of Kelaniya
Dalugama, Kelaniya, Sri Lanka 02.2015 - 02.2019
Diploma in Human Resource Management - Human Resources Management
Charted Institute of Personal Management
Colombo 01.2019 - Current
Diploma in Accounting And Business - Accounting And Business Management
Association of Accounting Technician
Colombo 01.2016 - 05.2018
Primary And Secondary Education -
Sri Siddhartha Central College
Eppawala 01.2000 - 08.2013
Skills
Wealth management offerings
Senior citizen care
Effective planner
Wealth management strategies
Investment and Wealth Planning
Wealth Management
Analytical and Critical Thinking
Good Telephone Etiquette
Written Communication
Organization and Time Management
Non related Reference
Ms. B.A Hirindu Kawshala,
Lecturer,
Department of Commerce and Financial Management,
Faculty of Commerce and Management Studies,
University of Kelaniya.
071-1647752
Mr. Nuwan Dissanayake,
Lecturer,
Pulathisipura National college of Education
071- 4393931
Timeline
Senior Wealth Planner
AIA Insurance Lanka Limited
03.2021 - Current
Diploma in Human Resource Management - Human Resources Management
Charted Institute of Personal Management
01.2019 - Current
Payroll Officer
KPMG HR Solutions (Pvt)Ltd
05.2018 - 10.2020
Diploma in Accounting And Business - Accounting And Business Management
Association of Accounting Technician
01.2016 - 05.2018
Bachelor of Commerce (special) - Commerce And Business Management
University of Kelaniya
02.2015 - 02.2019
Primary And Secondary Education -
Sri Siddhartha Central College
01.2000 - 08.2013