Experience

TelstraSuper

• Australia
• Financial Services
• 200 - 300 Employee

• Member Education Coordinator

  • Aug 2019 - Present



Balanced Financial

• Australia
• Accounting
• 1 - 100 Employee

• SMSF Client Services Coordinator

  • Oct 2018 - Jul 2019



CareSuper

• Australia
• Financial Services
• 100 - 200 Employee

• Marketing Assistant

  • Mar 2017 - Sep 2018

• Client Services Officer

  • Jan 2015 - Feb 2017



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Casual Collections Officer

  • Nov 2013 - May 2014

  Duties: Collect on credit facilities which are in arrears Skills Used: • Ability to critically analyze • Attention to detail • Ability to use a variety of systems • Problem solve within given parameters • Maintain high level of call quality • Negotiations Skills Duties: Collect on credit facilities which are in arrears Skills Used: • Ability to critically analyze • Attention to detail • Ability to use a variety of systems • Problem solve within given parameters • Maintain high level of call quality • Negotiations Skills



YourSource

• Telephone Interviewer

  • Mar 2013 - Oct 2013

  Conduct surveys over the phone Skills Used: • Friendly telephone manner • Interpersonal skills • Ability to communicate clearly • Understanding of and ability to achieve KPIs. • Ability to handle complaints diplomatically • Processing information quickly • Ability to act ask first point of contact Conduct surveys over the phone Skills Used: • Friendly telephone manner • Interpersonal skills • Ability to communicate clearly • Understanding of and ability to achieve KPIs. • Ability to handle complaints diplomatically • Processing information quickly • Ability to act ask first point of contact



Advantage International Pty Ltd

• Part Time Administrator

  • Oct 2012 - Nov 2012

  • Preparation of client correspondence • Document Transcription • Word processing • Answering phone Skills Used: • Ability to work autonomously as well as a part of a team • Ability to communicate in a clear and friendly manner towards clients • Proficient in the use of Microsoft Office • Preparation of client correspondence • Document Transcription • Word processing • Answering phone Skills Used: • Ability to work autonomously as well as a part of a team • Ability to communicate in a clear and friendly manner towards clients • Proficient in the use of Microsoft Office



Evans and Partners

• Work Experience

  • Feb 2011 - Mar 2011

  During the months of February and March I completed 6 weeks of part time work experience at Evans and Partners, whist completing my Bachelors degree. Evans and Partners are an Australian owned stock broker, specializing in wealth management for private clients, institutions and corporations. Duties Undertook: • Spreadsheet maintenance • Preparation of client correspondence • Data entry (Excel Spreadsheet Work) • Equities research and analysis of both financial and non- financial data • Word processing • Document Transcription • Report Writing • General Administration • Preparing and mailing stakeholder correspondence Skills Used: • Ability to work autonomously • Clear verbal and written communication • Ability to multitask • Proficient in the use of Microsoft Office Suite Programs • Able to use the Internet effectively and efficiently for the purpose of equities research • Ability to meet deadlines