Simrani Prasad

Paraplanner at Financial Spectrum - Financial Planners Sydney
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Location
Millers Point, New South Wales, Australia, AU

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Credentials

  • Excel Skills for Business: Intermediate II
    Coursera
    Jul, 2021
    - Sep, 2024
  • Excel Skills for Business: Intermediate I
    Coursera
    Jan, 2021
    - Sep, 2024
  • Virtual Experience Program Participant
    Citi
    Jan, 2021
    - Sep, 2024
  • Virtual Experience Program Participant
    J.P. Morgan
    Dec, 2020
    - Sep, 2024
  • Excel Skills for Business: Essentials
    Coursera
    Jul, 2020
    - Sep, 2024

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Jul 2023 - Present

    • Junior Paraplanner
      • Oct 2022 - Jul 2023

    • Client Services
      • Dec 2021 - Oct 2022

    • Australia
    • Medical Practices
    • 1 - 100 Employee
    • Medical Receptionist
      • Aug 2019 - Jan 2022
    • Australia
    • Accounting
    • 1 - 100 Employee
    • Undergraduate Accountant
      • Feb 2021 - Nov 2021
    • Australia
    • Retail
    • 1 - 100 Employee
    • Assistant Store Manager
      • 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

    • Sales Assistant
      • Oct 2018 - Oct 2020

      - Conducted general maintenance of the store- Managed the point of sale system- Greeted and assisted customers with product inquiries

    • Accounts and Office Administrator
      • 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

    • Australia
    • Restaurants
    • 300 - 400 Employee
    • Customer Service Assistant
      • 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

Education

  • Kaplan Professional
    Graduate Diploma of Financial Planning
    2023 - 2027
  • Macquarie University
    Bachelor of Commerce - BCom, Accounting and Finance
    2019 - 2022

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