Experience

Praemium

• Australia
• Financial Services
• 200 - 300 Employee

• Assistant Product Manager

  • Oct 2020 - Present

• Investment Administrator

  • Nov 2017 - Present

  Responsibilities• End to end management of processes and systems associated with the Separately Managed Accounts (SMA) team.• Working with data integrity to discover issues or concerns, and mitigate accordingly. • Expertise in all aspects of SMA accounts. This includes monies in/out, new applications, account maintenance, account closures, adviser updates.• Subject matter expert for the newly implemented superannuation and pension products within the business platform. • External stakeholder management for high profile clients, including ANZ private. • Exposure to operational events, was a focus on remediation and prevention to improve customer experience. • Involvement in implementation and sales management, with a focus on onboarding new dealer groups to utilise our platform.• Training new staff how the platform and systems work. Show less



NAB

• Australia
• Banking
• 700 & Above Employee

• Team Member

  • Jun 2015 - Oct 2017

  • Stakeholder management, specialising in working proactively with financial advisers and MLC platinum associates to ensure quality customer service throughout a range of super, pension and investment accounts. • Working with various customised systems to ensure client accounts were quickly and effectively managed. • Specialise in superannuation, pension and investment accounts within MLC – the company’s internal investment and superannuation product. • Reviewing new business account applications and monies in. • In-depth knowledge of Anti Money Laundering (AML) regulations to ensure compliance. • Higher duties performed as Team Leader overseeing 15 staff members. • Supporting development of team members by overseeing training on a daily basis to ensure a high standard of operational productivity. Show less