Simone Abbott

Paraplanner at Bartons Chartered Accountants Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Adelaide Area, AU

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Sep 2018 - Present

    • Financial Services
    • 1 - 100 Employee
    • Client Services Officer
      • Sep 2015 - Sep 2018

      I am currently studying the Diploma of Financial Planning while working as part of a small financial planning team, my tasks include:- completing application, rollover and other forms and following up on their completion.- moving clients from one platform to another and monitoring their progress.- placing trades in Share Investing and Asgard.- entering and maintaining data in xplan.- preparing client folders for client meetings.- administration tasks such as answering phones, drafting letters and emailing clients.

    • Australia
    • Civil Engineering
    • 1 - 100 Employee
    • HR & Operations Officer
      • May 2013 - Sep 2015

      I am part of a team that manages a FIFO workforce, my tasks include:• Maintaining a schedule of projects and assigning supervisors and crews to each project, forecasting and planning to ensure the right employees are available and the crews have the right skill mix for each project. This requires a large amount of communicating and negotiating with project managers, supervisors, employees and outside stakeholders.• Managing, maintaining and developing training records, booking training and identifying any skills gaps.• Developing, implementing and training Supervisors in a new skills assessment procedure.• Conducting inductions with new employees.

    • Netherlands
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Pricing and Contracts Officer
      • Apr 2011 - Jan 2013

      I was part of a team that was responsible for entering and checking a large amount of data, requiring attention to detail as well as meeting time constraints. I was also responsible for collecting and verifying information and generating and sending reports used to make trading decisions.I also had the chance to communicate with, solve problems with and develop relationships with internal stakeholders. I was part of a team that was responsible for entering and checking a large amount of data, requiring attention to detail as well as meeting time constraints. I was also responsible for collecting and verifying information and generating and sending reports used to make trading decisions.I also had the chance to communicate with, solve problems with and develop relationships with internal stakeholders.

    • Australia
    • Retail Groceries
    • Cashier/Customer Support
      • 2009 - Mar 2011

      My role involved assisting customers with any enquiries or problems, collecting and taking responsibility for money and training new employees on procedures and how to handle enquiries from customers. My role involved assisting customers with any enquiries or problems, collecting and taking responsibility for money and training new employees on procedures and how to handle enquiries from customers.

    • Vacation Student
      • Dec 2007 - Jan 2011

      I worked at Kimberly Clark every summer while I was at University in different departments including the training and purchasing departments. During that time I communicated with and developed relationships with suppliers, created purchase requisitions, followed up quotes, placed orders for goods and chased up late deliveries, created safety awareness posters and general office duties. I worked at Kimberly Clark every summer while I was at University in different departments including the training and purchasing departments. During that time I communicated with and developed relationships with suppliers, created purchase requisitions, followed up quotes, placed orders for goods and chased up late deliveries, created safety awareness posters and general office duties.

Education

  • University of Adelaide
    Bachelor of Commerce (B.Com.) Bachelor of Commerce, International Business and Management
    2007 - 2010
  • Millicent High School
    2002 - 2006

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