Experience

Rba Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Officer

  • Feb 2020 - Present



MW Vincent and Associates

• Victoria, Australia

• Assistant Portfolio Manager

  • Feb 2019 - Feb 2020

  So far working with the team at MWV and Associates, I have begun learning the broad tasks associated with Paraplanning and Portfolio Management. I have been assisting with administrative tasks such as organising client invoices and fee disclosure statements, I assist with daily client queries and conduct all pre and post client review appointment paperwork. So far working with the team at MWV and Associates, I have begun learning the broad tasks associated with Paraplanning and Portfolio Management. I have been assisting with administrative tasks such as organising client invoices and fee disclosure statements, I assist with daily client queries and conduct all pre and post client review appointment paperwork.



Victoria University

• Australia
• Higher Education
• 700 & Above Employee

• Assistant Accountant

  • Jul 2018 - Feb 2019

  As Assistant Accountant I have had the opportunity to complete monthly FBT and GST reviews for employees with credit cards and all other transactions posted to the system. I was also required to complete account reconciliations and assist with the monthly BAS preparation.This work has enabled me to work independently, with limited supervision successfully and work to specified time frames.

• Student as Staff

  • Feb 2018 - Jun 2018

  During my experience as 'Student as Staff', I was able to assist with Debt Collection support, prepare daily banking items, complete accounts receivable receipting, create accounts receivable journals and assist in removing student encumbrance's. This work helped develop my self confidence and develop a broad understanding on accounts receivable and the University functions.



Ellanbrae Park

• Victoria, Australia

• Groom and Rider

  • Nov 2016 - Feb 2018

  As a very passionate equine enthusiast, working for Ellanbrae Park enabled me to develop my time management and organisation skills, and instilled a habit of punctuality. Training horses has enabled me to learn and understand that the learning and training never ends. No matter what industry we are in. As a very passionate equine enthusiast, working for Ellanbrae Park enabled me to develop my time management and organisation skills, and instilled a habit of punctuality. Training horses has enabled me to learn and understand that the learning and training never ends. No matter what industry we are in.



Donvig Dressage Stables

• Victoria

• Groom and Rider

  • Jun 2015 - Sep 2016

  My time working for Donvig Dressage Stables was invaluable in my riding and horse handling skills. I learnt the true meaning of hard work and dedication to my sport and industry. My time working for Donvig Dressage Stables was invaluable in my riding and horse handling skills. I learnt the true meaning of hard work and dedication to my sport and industry.



Lavandula

• Victoria

• Waitress

  • 2014 - 2015

  As my first proper job, working as a waitress assisted with developing my self confidence and communication skills towards customers. As my first proper job, working as a waitress assisted with developing my self confidence and communication skills towards customers.