Greater Melbourne Area
- Advising strategies for clients in superannuation, insurance coverage and investment areas to help them reach financial objectives. - Reviewing client account and plans on a regular basis. - Contacting clients regularly to discover changes in their financial status. - Analysing information and preparing plans best suited to clients’ requirement. - Researching the marketplace and providing clients with information on new and existing products and services. - Researching information from various sources, including providers of financial products. - Building and maintaining clients’ base. - Contacting clients with news or new financial products or changes to legislation that may affect their savings and investments. - Assist in the implementation of advice. - Coordinating workflow to ensure all deadlines are achieved. - Ensure the business maintains high compliance standards. - Maintain up-to-date technical knowledge to ensure compliance with relevant regulatory requirements. - Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. - Responsible for office and financial advisory industry compliance duties. This includes preparing fact find, SoA, external audit and all customer information procedures. - Ensure compliance with all laws, rules, regulations and prescribed policies, practices and procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties. - Provides backup and support to all areas throughout the team as needed to ensure customer service excellence and smooth operations of the Practice. - Focus on client retention and growth as well as relationships building to expand customer relationships across all lines of business with the Practice. - Able to work in a very busy environment and juggle multiple priorities while often handling sensitive and confidential client information.
Provide Executive Assistant support to MD including diary management, also to support the Medico-Legal department through accurate file management, meeting management, report formatting / checking and scheduling of appointments for employees and consultants. To support the clinical department by completing clinical and equipment follow-up for therapists and scheduling of appointments and also to lead MFA administration activities.
Support Director/Management Team in all aspect of business including diary management, plan board and management meetings, liaison with board members, key business stakeholders, customers and suppliers, prepare reports, minutes and presentations, manage filing/records and administer database, organize annual general meeting, ensure guest meetings are well taken care and maintaining presentation of the reception area. During the employment with Changhuat, I was requested to assist HR department for 3 years. My main duties is to develop HR policy and procedures, implement and maintain a high standard of services in the area of employee application procedures, recruitment and selection process, interview process, induction process, exit interview and etc.
Handled versatile secretarial tasks (e.g. data entry, prepare company resolutions, filing, records management and billing) as the assistant to supervisor. Maintained database and ensured the delivery of premium service to clients. Quickly became a trusted assistant known for "can-do" attitude, flexibility and high-quality work.