Senior Client Services Administrator - Financial Planning Australia

• Apr 2023 - Present

Client Services Administrator - Financial Planning Australia

• Apr 2022 - Mar 2023

•Ensure client data is accurately recorded in all business system according to agreedprocesses (CRM Management)▪Prepare review paperwork▪Prepare written Record of Advice (ROA)▪Accurate and timely preparation of various reports▪Prepare client communication▪Ensure applications and other client documentation is completed and lodged according tobusiness processes▪Liaise with financial institutions (ie banks, fund managers or insurance providers etc)▪Provide back office administration and support Show less

Finance Coordinator

• Apr 2015 - Mar 2022

•Make collection calls and/or correspondence in a fast-paced goal-oriented collections department. •Provide customer service regarding collection issues, process customer refunds, process, and review account adjustments, resolve client discrepancies and short payments. •Responsible for monitoring and maintaining assigned accounts – customer calls, account adjustments, customer reconciliations, and processing credit memos. •Coordinate with collectors for collection. •Accountable for reducing delinquency for assigned accounts. •Enlist the efforts of sales and senior management when necessary to accelerate the collection process. •Must communicate and follow up effectively with sales, parts, and service department regarding customer accounts on a timely basis. •Establish and maintain effective and cooperative working relationship with dealers and sales. •High volume phone calls to assigned delinquent customers. •Reconcile customer disputes as they pertain to payment of outstanding balances that are due. •Provide excellent & considerate customer service to dealers and sales. •Internal and external customer interface. •Participate in team planning meetings. •Meet defined department goals and activity metrics. •Perform other assigned tasks and duties necessary to support the Accounts Receivable Department such as making statements of account for billing, making requests, and following up on uncollected BIR Form 2307 for processing of tax withheld at source. •Monthly reporting to finance manager, operations manager, and general manager. Show less

Data Analyst

• Aug 2013 - Mar 2014

•Make a personnel security report of an individual out of gathered data from a background investigation. •Assist client’s concern regarding the conducted background investigation. •Make a personnel security report of an individual out of gathered data from a background investigation. •Assist client’s concern regarding the conducted background investigation.

Tele-Specialist

• May 2012 - Aug 2012

•Conduct inquiry on a certain individual’s personal character, family background, employment, educational attainment, neighborhood and community reputations, health records, and other data. •Conduct inquiry on a certain individual’s personal character, family background, employment, educational attainment, neighborhood and community reputations, health records, and other data.