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Financial Planning Assistant

• Management of client accounts and direct debits (set up, alteration, suspension and cancelation) • Management of Monthly Accounts (MYOB) • Customer Service and answering client enquiries about their account • Manage bills payable and weekly wages • Responsible for incoming client and enquiry calls • Management of Trainers schedules • Responsible for presentation of Studio • Stock-take and reorder of supplies • Extensive MS skills (word, excel) as well as Google Docs experience

Work Preferences

Desired Salary
30,000 - 55,000 per year  
Availability
Immediately  
Desired Job Type
Any Type  
Can Travel for Work
Extensively  
Highest Education Level
Bachelor Degree  
Current Location
Brisbane  
Willing to relocate?
No
Residency / Visa
Current Work Visa

Skills Profile

Client Service Manager
Technical Skills Skill Last Used Yrs. Exp.  
  Apple Mac Skills 2011 2  
  Google Docs, Sites and Calendar 2011 2  
  Microsoft Office 2011 6  

Employment History

Job Title
Accounts Manager
Industry
Healthcare
08/2008 to 01/2011

Aug 2008-Present,Client Accounts Manager

The ZenegyGroup (Personal Training Studio)

            Responsibilities

·      Management of client accountsand direct debits (set up, alteration, suspension and cancelation)

·      Management of Monthly Accounts(MYOB)

·      Customer Service and answeringclient enquiries about their account

·      Manage bills payable and weeklywages

·      Responsible for incoming clientand enquiry calls

·      Management of Trainersschedules

·      Responsible for presentation ofStudio

·      Stock-take and reorder ofsupplies

·      Extensive MS skills (word,excel) as well as Google Docs experience

·      Training of new employeesjoining the team

·      Extensive data entry experience

            Achievements

I started inan entry level position at the Studio and quickly learnt their systems andprocedures to advance to head of accounts and client enquiries. I play a majorrole in developing new systems for the company to run more efficiently.

I providetimely and relative information to all team members regarding their clients andwhat course of action needs to be taken to ensure maximum value to the client.

I have gainedexperience in dealing with clients over the phone and assisting with mattersfrom new enquires through to client complaints.

Qualifications

Completed Institution Degree / Qualification
2008 University Of Queensland Bacheloe of Business  

Work Related Training & Certification

Completed Institution Training / Certification
2011 Kaplan International DFS (currently studying)