Financial Planning Admin at VINARC (2026-01 – 2026-06)
Client Service Administrator at 5ELK (2023-12 – 2025-11)
- SUPPORTING AUSTRALIAN-BASED CLIENTS WITH ADMINISTRATIVE, DATA MANAGEMENT, AND BACK-OFFICE TASKS
- MANAGE AND MAINTAIN CLIENT DATA, PROCESS APPLICATIONS AND DOCUMENTS, AND ENSURE ACCURATE RECORDKEEPING.
- COORDINATE WITH STAKEHOLDERS AND HANDLE CLIENT COMMUNICATIONS TO SUPPORT SEAMLESS SERVICE DELIVERY.
- PREPARE REVIEW MEETING DOCUMENTS, INCLUDING FACT FINDS, REVIEW REPORTS, OFA/FTA FORMS, AND ADVICE FEE SUMMARIES.
- IMPLEMENT STATEMENTS OF ADVICE (SOA) AND RECORDS OF ADVICE (ROA) IN LINE WITH CLIENT AND COMPLIANCE REQUIREMENTS.
- MANAGE CALENDARS, SCHEDULE MEETINGS, AND ORGANIZE CLIENT APPOINTMENTS.
- HANDLE EMAIL CORRESPONDENCE AND MAINTAIN INBOX ORGANIZATION TO ENSURE TIMELY RESPONSES AND TASK TRACKING.
- PERFORM AD HOC ADMINISTRATIVE AND OPERATIONAL TASKS AS NEEDED TO SUPPORT CLIENT AND INTERNAL TEAM EFFICIENCY.
Finance Admin at Served With Honor LLC (K&K) (2021-06 – 2023-09)
- PROVIDES ADMINISTRATIVE SUPPORT FUNCTIONS.
- SUPPORTS THE COLLECTIONS PROCESS, WORKING TO RESOLVE CLIENT PAYMENT ISSUES AND PROTECT THE FINANCIAL ASSETS OF THE ORGANIZATION.
- REVIEWS OPEN ACCOUNTS AND REACHES OUT TO DELINQUENT CLIENTS WITH THE GOAL OF COLLECTING CUSTOMER PAYMENTS WHILE MAINTAINING CLIENT RELATIONSHIPS.
- AUDITING CLIENTS ACCOUNT.
- APPROVING SALES ORDER
