Experience

• 

  Pride Advice

  • Australia
  • Financial Services
  • 1 - 100 Employee

  • Client Services - Team Leader

    • Jul 2022 - Present

  • Associate

    • Nov 2018 - Present

  • Client Services Officer

    • May 2016 - Nov 2018

• 

  Bailey Capital Management

  • Adelaide CBD

  • Client Services Officer / Assistant

    • Mar 2014 - Apr 2016
    • Adelaide CBD

    • Provide a superior level of administerial and client assistance to director • Share Trading (SMSF & Personal)• Liaise with external Fund Managers – Vanguard , Schroders, Macquarie, AMM• Liaise with External Superannuation and Insurance funds• Marketing- Client Seminars , Dinners, Campaigns, Microlending - Kiva• Record of Advice & SOA Implementation• AML Anti-Money Laundering IFSA Forms and Procedures • Data Base Management• Assist with preparation of Daily board and Client meetings • Scheduling of Client appointments and liaise with updates • Centrelink Aged Pension application process for Clients (Company, Trust, Income & Assets, Compensation and Damages)• Reception duties –Overseeing all incoming and outgoing mail, emails, office stock and supplies , phone communication ( internal and external) • Review Procedures - Overview, Preparing Job Packs and PFP (Fact Find)• Client Seminars and Campaigns for Marketing & Business Growth• ASIC Annual Company Fee Procedures• US Tax Withholding W-8BEN and W-BENEGENERAL DUTIES:• Data bases are kept up to date• Administration errors kept to a minimum• Administration business runs effectively• Ensure Board Room is kept presentable for client meetings• Attend required training sessions to enhance performance in the workplaceCertificates:• XPLAN Proficient - IRESS Xplan New User Admin Training - August 2014.• XPLAN Proficient - IRESS Xplan Portfolio System (IPS) - December 2014.• XPLAN Proficient - IRESS Xplan Practice Management Introduction - January 2015.• XPLAN Proficient - Time Taken