Preston, Victoria, Australia
Since starting my professional career in the financial services field I have come to recognise my appreciation for the corporate, business and finance environment. With a passion for efficiency and quality I cannot remain stationary as there is always something new to learn, implement or develop. Each role I have found myself in has involved attention to detail in order to achieve a greater goal, forcing an understanding of the finer details as well as the bigger picture. I am passionate about making the world of business, finance and commerce accessible to those who are often overlooked; BIPOC, artists, musicians, freelancers, aged care and disability and any other minority that is regularly dismissed or underestimated in the "business" world.
Provision of portfolio services, high level administrative solutions, and collaborating with the Manager and Director of Perks SMSF & Portfolio Team to design and implement strategic projects and initiatives. Responsibilities and skills including but not limited to: - Ultimate responsibility of all investment data, hard copy, processes and procedures. - Manage Portfolio systems and administration using Class Super (Class Portfolio). - Critically analysis of processes with a view to implementing the most efficient methods for the long term team benefit. - Establishment and formalisation of policies and procedures for portfolio administration and document management. - Investment Reporting - Liaise with all investment & software providers (including banks, financial institutions, fund managers, Xplan, Brokers, Wrap) in relation to operations and data feeds for investments, management, implementation, processes. - Lead integration between pillars of the business including SMSF, Chartered Accounting and Wealth Management. - Investigate software enhancements, technology, new systems & implement as appropriate. - Generate, reconcile & process portfolio client monthly fees. - Management of Portfolio Administration workflow & queries. - Escalation point for Portfolio client related queries. - Establishment and management of Client Portal
Provision of general administrative support to the SMSF accounting team and director enabling meeting of legislative requirements and exceptional client service. Responsibilities and skills including but not limited to: - Tax correspondence. - Professional drafting of correspondence. - Report development and preparation. - Liaison with external parties – for example liaising with solicitors to incorporate companies and establish SMSFs. - Database development and management. - Assisting with team workflow.
Working within a small team of Hardship Refinance specialists to evaluate customer circumstances, prepare refinance options, deliver contracts and establish new contract and loan installments. Responsibilities and skills including but not limited to: - High level of client contact under difficult situations. - Assessment of current financial position and eligibility for hardship refinance. - Contract preparation. - Loan establishment. - Complaint mediation.
- Collections - Customer Service - Refinance - Sales - Insurance