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.
