Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Client Associate

  • Feb 2023 - Present

• Senior Client Service Officer

  • Apr 2022 - Feb 2023



The Moreton Group

• Australia
• Financial Services
• 1 - 100 Employee

• Adviser Assistant

  • Mar 2021 - Feb 2022



Superannuation Advice Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Adviser Assistant / Paraplanner

  • Nov 2020 - Mar 2021

  Assisting in day to day duties that are required of my financial adviser. Creating spreadsheets and tracking my advisers book of clients and what is outstanding. Completing audits upon client reviews to ensure that they are processed correctly. Completing paraplanning and customer care duties whilst my adviser completes annual reviews. Completing any outstanding research necessary for clients. Making calls to follow up any further information required with clients or external companies. Assisting in day to day duties that are required of my financial adviser. Creating spreadsheets and tracking my advisers book of clients and what is outstanding. Completing audits upon client reviews to ensure that they are processed correctly. Completing paraplanning and customer care duties whilst my adviser completes annual reviews. Completing any outstanding research necessary for clients. Making calls to follow up any further information required with clients or external companies.



Strategic Advice Network

• Personal Assistant and Paraplanner to Senior Financial Planner

  • Feb 2020 - Nov 2020

  Managed the senior financial planners' diary and scheduled client meetings. Assisted senior financial adviser in the preparation of Statements of Advice, Fact Find, Investor Profiles. Conducting annual audits for clients and maintaining client files. Communicating between advisers, clients and external companies. Extensive use of Excel and Word throughout data entry process.

• Administration Officer

  • Sep 2019 - Feb 2020

  Managed incoming communication from clients via calls, texts, emails. Completed superannuation and insurance research. Communicated with external companies to amend issues with client's superannuation and insurances. Prepared documents and letters to be posted to clients and external companies. Generated rollovers for retail and industry funds.



Target Australia

• Australia
• Retail
• 700 & Above Employee

• Customer Service Team Leader

  • Jan 2017 - Sep 2019

  Answering incoming calls and addressing customer enquiries. Completing reports in relation to faulty or damaged goods including liaising with third party vendors. Managing the pick, pack, dispatch and lay-by department. Meeting and exceeding KPI's within the online ordering (PPD) process. Assisting with stock take procedures. Answering incoming calls and addressing customer enquiries. Completing reports in relation to faulty or damaged goods including liaising with third party vendors. Managing the pick, pack, dispatch and lay-by department. Meeting and exceeding KPI's within the online ordering (PPD) process. Assisting with stock take procedures.