Sophie Thiselton

Client Services Supervisor/ Paraplanner at Optimal Financial Services Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
AU

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Credentials

  • Certificate II Hospitality
    Quality Training and Hospitality College
    Jan, 2013
    - Oct, 2024
  • Certificate A1
    Alliance Française de Rouen-Normandie
    Dec, 2012
    - Oct, 2024

Experience

  • Optimal Financial Services Pty Ltd
    • Financial Services
    • Client Services Supervisor/ Paraplanner
      • Sep 2022 - Present

    • Client Services Supervisor
      • Mar 2021 - Sep 2022

    • Client Services Officer
      • Mar 2020 - Mar 2021

  • Killiecrankie Hotel
    • General Assistant
      • Sep 2019 - Jan 2020
    • Client Services Officer
      • Dec 2016 - Aug 2019

      The key responsibilities of this role include administration duties such as; • Typing and formatting financial reviews; • Contacting clients to arrange meetings; • Seek information from client's accountants and other financial entities; • Liaise with retail super funds to obtain information on client's accounts; • Prepare application forms and third party correspondence; • Maintain client database; • Scanning, photocopying, binding and filing; • Managing letters and correspondence; • Formatting Microsoft documents; • Diary management and phone answering . Show less

  • Greenhill Executive
    • Australia
    • Executive Offices
    • Customer Services Assistant
      • Jul 2014 - Dec 2016

      The key responsibilities of this role include administration duties such as; • Copy typing, transcribing and managing various correspondence; • Scanning, photocopying, binding and filing legal documents at court; • Managing letters and correspondence; • Formatting medical, legal and Microsoft documents; • Medico-legal transcribing; • Data entry and handling client enquiries; • Room hire and diary management for multiple businesses; • Phone answering for over 60 different businesses. Show less

Education

  • University of South Australia
    Bachelor’s Degree, Logistics, Materials, and Supply Chain Management
    2015 - 2019
  • University of South Australia
    Bachelor’s Degree, Education (Primary and Middle)
    2012 - 2014
  • Aquinas College, Adelaide
    Residential College
    2011 - 2013
  • St Mark's College, Port Pirie
    High School
    2010 - 2011
  • Kaplan Professional
    Gradiate Diploma of Financial Planning, Financial Planning and Services
    2021 - 2022

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