Paraplanner

• May 2021 - Present

Client Services Officer

• Aug 2020 - May 2021

• Apr 2019 - Jun 2020

• Aug 2016 - Apr 2019

- Asset and Liabilities Management- Reinsurance

Investment Officer

• Jul 2014 - May 2016

Key responsibilities: - Liaising with the Australian Taxation Office (ATO) with ABN, ACN, TFN, GST, PAYG Registration - Australian Securities and Investments Commission (ASIC) annual review or statements maintenance - Assisting with superannuation and pension queries - Maintaining investment, superannuation and insurance portfolios - Prepare Statements of Advice (SoA) and Record of Advice (RoA) - Reconcile share portfolios every end of month, prepare monthly and quarterly portfolio reviews and implement share recommendations - Assisting financial advisers to execute share orders such as share purchases, share sales, off-market share transfers - Responsible for insurance quotes preparation, client data collection, insurance application submission, underwriting and claims - Assisting financial advisers with insurance reviews and insurance policies structure - Liaise and follow up of any outstanding information/documents with any insurance or superannuation application Show less

Customer Service

• Apr 2010 - Jun 2014

Key responsibilities: - Sorting mails for PO Box - Assist customers in sending letters, parcels, mail redirection, Western Union Money Transfer, currency exchange - Person in Charge (PIC) in the absence of the Post Office Manager - Responsible for opening and closing of the shop - Process police clearance, firearm license, bill payments, ID check - Assist customers with banking transactions, e.g.deposits and withdrawals of funds - Cash handling - Stock filling - Phone Reception Show less

Shopkeeper (clothing)

• Dec 2009 - Aug 2011

Key responsibilities: - Cash handling - Stock handover - Customer service and sales Key responsibilities: - Cash handling - Stock handover - Customer service and sales

Orientation Leader

• Oct 2009 - Oct 2010

Key Responsibilities: - Assisting new students by providing information about the campus - Take new students for a campus tour - Advising students on tertiary administrative matters, e.g. travel arrangements, school fees, semester schedule, navigating around the campus, etc - Working with a team of orientation coordinators to enrich students experiences within the University Key Responsibilities: - Assisting new students by providing information about the campus - Take new students for a campus tour - Advising students on tertiary administrative matters, e.g. travel arrangements, school fees, semester schedule, navigating around the campus, etc - Working with a team of orientation coordinators to enrich students experiences within the University

Assistant Teacher

• Feb 2009 - Jun 2009

Kumon is an education institution that introduces a method of independent learning to children. Kumon helps children in how to learn on their own and develop strong academic skills. Key responsibilities: - Assist students in solving mathematical and english problems and - Supervise students in classroom session Kumon is an education institution that introduces a method of independent learning to children. Kumon helps children in how to learn on their own and develop strong academic skills. Key responsibilities: - Assist students in solving mathematical and english problems and - Supervise students in classroom session