Gemma Enriquez

Relevant experience in Financial Services with demonstrated history of working in the Wealth space including Financial Planning (Superannuation, Pension/Investments) and Credit Card Services.

Financial Planning Admin

(2021-09)

• Obtaining up to date financial statements, portfolio reports and product information from a client's superannuation and pension accounts necessary for preparing Reviews, SOA and ROAs
• Data entry, including account maintenance and management.
• Preparing Review packs Including Progress and PPT reports as well as completion of necessary documents for clients scheduled for Annual Reviews.
• Updating Financial position including assets, liabilities and net income.
• Monitoring of submission and progress of administration/compliance documents such as Information Authorities, Account Opening/Maintenance forms
• Checking of account balances and doing investment research.
• Compliance management

Senior Customer Service Representative - American Express - BGC

(2018-01 - 2019-09)

• Handle escalation requests from fellow team members
• Handle incoming/inbound calls related to Account activation, status, transactions and maintenance with relationship care
• Fees & document management tasks
• Membership and redemption management

Customer Service Representative - ANZ Global Inc. - Eastwood

(2015-04 - 2018-01)

• Handle incoming/outgoing calls ensuring quality and compliance related to Super, Pension and Investment accounts.
• Data entry management.
• Administration of policy rundown and statement requests.

Programming - AMA (1999-06)