Doolandella, Queensland, Australia
I have over 15 years of experience in customer service and genuinely enjoy working in customer-facing roles where I can help people achieve their goals. Most recently, I worked as a Client Services Officer/ Paraplanner for Red Diamond Wealth in Ipswich, Queensland, where I supported clients with their enquiries, appointments, and ongoing service needs, drawing on my knowledge of financial services to provide a high level of support. Before that, I worked at Albert, Delany & Elliott Financial Services, a family-owned business, where I not only assisted clients with administrative and financial service-related enquiries but also used my skills in web design to maintain the company’s website and in graphic design to produce marketing materials. Earlier in my career, I worked for a large insurance company with nearly 2,000 employees nationwide, gaining valuable experience working both independently and as part of a team. I enjoy taking on new challenges, continuously building my skill set, and identifying opportunities for process and system improvements.
Administration >> Manage email inboxes and allocated work items. >> Provide administrative support for financial adviser. >> Investigate & respond to client’s queries. >> Prepare review letters/emails for client appointments. >> Prepare documentation to be included in client appointments. >> Update meeting notes outcomes and complete allocated tasks. >> Acted as a liaison between clients, the adviser and suppliers with Claims & New Business. Paraplanning >> Preparing Record of Advice & Execution Only documents for adviser. >> Complete insurance research including comparisons and quotes from insurance companies. >> Complete asset allocation. Invoicing >> Prepared invoices & contacted clients that have outstanding fees. Adviser Logic(CRM) Specific >> Update and maintain client information on Adviser Logic as needed. Marketing >> Maintain and update our website.
Administration >> Manage email inboxes and allocated work items. >> Provide administrative support for two financial advisers. >> Investigate & respond to client’s escalated queries. >> Prepare review letters/emails for client appointments. >> Prepare documentation to be included in client appointments. >> Allocate tasks from meeting notes outcomes and then complete allocated tasks. >> Acted as a liaison between clients, the adviser and suppliers with Claims & New Business. >> Provided reports to track the status of New Business, Claims & and expected fees. Paraplanning >> Prepare Statement of Advice, Record of Advice & and Record of Further Advice documents for advisers. >> Complete insurance research including comparisons and quotes from insurance companies. >> Complete superannuation research including comparisons. >> Analyse client data and prepared recommendation options for advisers. Invoicing >> Prepared invoices & contacted clients that have outstanding fees. Xplan (CRM) Specific >> Update and maintain client information on Xplan as needed. >> Update documentation templates either in Xplan or saved on OneDrive. >> Create threads and task templates on Xplan to streamline processes (Review, New Business, Compliance, Advice Documents etc) >> Add new fields & update Xplan interface when required. >> Create email templates on Xplan to streamline correspondence to clients - also implement these into both thread & task templates. Marketing >> Maintain and update our website. >> Create and design Information Flyers to be provided to our clients. >> Create and designed business cards for advisers. >> Created marketing advertisement which was printed in the Royal Queensland Yacht Squadron Office Squad Brochure 2021-2022. >> Created & Designed Christmas Cards that were printed and sent to clients. >> Update our social media. >> Update the blog on our website.
Administration >> Liaised between clients and companies regarding New Business Applications. Submitted applications, and followed up any requirements needed for the completion of new applications. >> Liaised between clients and companies regarding Claims Applications. Submitted applications on clients' behalf and followed up any requirements needed for the successful completion of a claim. >> Provided administrative support for a senior adviser. >> Prepared review letters/emails for client appointments. >> Updated client policy schedules for all clients. Xplan (CRM) Specific >> Updated and maintained client information on Xplan as needed. >> Updated documentation templates >> Liaised with dealer group to update XPlan to streamline processes. >> Updated commission details on Xplan with CommPay and ran reports to provide to Advisers. Marketing >> Maintained and updated our website. >> Created and designed a Newsletter that was printed and provided to our clients. Created and designed business cards for advisers. >> Created and designed flyers that were used as marketing material for our clients. >> Created & Designed Christmas Cards that were printed and sent to clients.
>> Investigated & resolved escalated issues raised by Team Leader & Manager. >> Assisted team members with complex enquiries. >> Proposed business & process improvements. >> Assisted financial advisers & clients with their enquiries. >> Liaised with other departments including Claims, Accounts, New Business & Underwriting. >> Mentored and trained news members with TAL's products & systems. >> Provided information to Authorised Third Parties, Financial Advisers, Accountants & Clients. >> Administration tasks including Transfer of Ownership, Cancel & Reissue, Policy Alterations (decreases, change of waiting periods etc)
>> Assisted financial advisers & clients with their enquiries >> Liaised with other departments including Claims, Accounts, New Business & Underwriting. >> Mentored and trained news members with TAL's products & systems. >> Provided information to Authorised Third Parties, Financial Advisers, Accountants & Clients. >> Administration tasks including Transfer of Ownership, Cancel & Reissue, Policy Alterations (decreases, change of waiting periods etc)