Simrani Prasad
Paraplanner at Financial Spectrum - Financial Planners Sydney- Claim this Profile
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Bio
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Credentials
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Excel Skills for Business: Intermediate II
CourseraJul, 2021- Sep, 2024 -
Excel Skills for Business: Intermediate I
CourseraJan, 2021- Sep, 2024 -
Virtual Experience Program Participant
CitiJan, 2021- Sep, 2024 -
Virtual Experience Program Participant
J.P. MorganDec, 2020- Sep, 2024 -
Excel Skills for Business: Essentials
CourseraJul, 2020- Sep, 2024
Experience
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Financial Spectrum - Financial Planners Sydney
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Australia
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Financial Services
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1 - 100 Employee
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Paraplanner
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Jul 2023 - Present
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Junior Paraplanner
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Oct 2022 - Jul 2023
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Client Services
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Dec 2021 - Oct 2022
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Priority Medical Centre
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Australia
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Medical Practices
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1 - 100 Employee
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Medical Receptionist
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Aug 2019 - Jan 2022
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KNS Accountants Business Advisors & Tax Agents
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Australia
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Accounting
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1 - 100 Employee
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Undergraduate Accountant
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Feb 2021 - Nov 2021
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SES Fashion
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Australia
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Retail
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1 - 100 Employee
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Assistant Store Manager
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Oct 2020 - Apr 2021
- Oversaw day-to-day operations of the store- Assisted in training new staff- Complied with internal and external security procedures- Undertook administrative tasks including daily banking and POS reconciliation- Liaised with Head Office and co-workers to resolve issues and complete all tasks before deadlines- Worked with the store manager to create and implement visual merchandising strategies- Changed store displays to promote new products or launches - Managed inventory levels as well as new stock and placed orders to restock the store - In charge of opening and closing procedures of the store- Undertook store management responsibilities during the absence of the Store Manager - Ensured new company policy changes are understood and implemented throughout the store- Worked in a team to answer customer enquiries and resolve complaints- Reported on store sales and provided knowledge of store performance figures to Head Office Show less
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Sales Assistant
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Oct 2018 - Oct 2020
- Conducted general maintenance of the store- Managed the point of sale system- Greeted and assisted customers with product inquiries
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Accounts and Office Administrator
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Dec 2016 - Feb 2019
- Assisted in preparing tenders, creating proposal and contract documents - Maintained client database and customer relationships - Managed company accounts payable and accounts receivable - Sourced new suppliers and conducted cost-benefit analysis of each supplier - Managed customer enquiries via phone and email - Undertook bank reconciliation and company bookkeeping through Xero accounting software - Assisted in preparing tenders, creating proposal and contract documents - Maintained client database and customer relationships - Managed company accounts payable and accounts receivable - Sourced new suppliers and conducted cost-benefit analysis of each supplier - Managed customer enquiries via phone and email - Undertook bank reconciliation and company bookkeeping through Xero accounting software
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Oporto
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Australia
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Restaurants
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300 - 400 Employee
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Customer Service Assistant
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Oct 2014 - Dec 2016
- Checkout operator for all the sales - Resolved customer complaints, guided customers and provided relevant information - Maintained inventory and cleanliness - Maintained high standards of customer service during fast-paced operations - Checkout operator for all the sales - Resolved customer complaints, guided customers and provided relevant information - Maintained inventory and cleanliness - Maintained high standards of customer service during fast-paced operations
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Education
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Kaplan Professional
Graduate Diploma of Financial Planning -
Macquarie University
Bachelor of Commerce - BCom, Accounting and Finance