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Financial Planning Admin/ Investment Analyst

- Currently working as financial planning administrator and personal assistant  1 year and 4 months reception/administration work experience  3 months team assistant and 1 month as student counsellor work experiences.  ASIC RG146 Compliant  Received credit average in Masters Degree and Diploma Certificate.  Highly competent in Microsoft Office Suite comprising Words, Excel Outlook and PowerPoint.  Excellent interpersonal skills and high attention to details

Work Preferences

Desired Salary: 20 - 30 per hour

Availability: 4 Weeks

Desired Job Type: Full Time

Can Travel for Work: Moderately

Highest Education Level: Masters Degree

Current Location: Sydney

Willing to relocate?: No

Residency / Visa: Current Work Visa

Skills Profile

Financial Planning Assistant

Other

Portfolio Administrator

Superannuation Administrator

Technical Skills	Skill	Last Used	Yrs. Exp.
	Xplan	2011	1

Other Skills: Technical skills:· Financial Planning Database; Xplan· Highly competent in MS Office Applications;intermediate in Outlook, Excel and Words. · Excel Functions used including financial. Mathematical,Lookup/references, Statistical, and logical. · Experienced in Windows 98, Windows 2000, Windows ME,Windows XP Professional Windows Vista and Window 7.· Competent using a number of software packages includingMYOB and EViews 6. Communicationskills:· Negotiation skills, effective workplace communicationskills enhanced through previous employments; liaison with office staffs,institutions, suppliers and clients through phone calls, face to face andemails. Resolution negotiating with unsatisfied customers from time to time.Attended company meetings; given chance to be part of the group discussion andpresent ideas.· Report writing skills and presentation skills improvedthrough intensive university research assignments at both Bachelors and MastersDegree levels.Language skills:· Thai:native speaker· Mandarin: intermediate speaker and basic writtenskills· Japanese:basic knowledge

Employment History

Job Title: Administrative Assistant

Industry: Services

03/2010 to 12/2010

Liaised withclients through email, standard letter, fax and phone
Monitoredstationery stocks/ Posting, mailings and photocopying
Backup clients information database/ Created Spreadsheets and data entry / Draftedand sending standard letters/Generated invoices/ Provided the company directorsales information data and trends
Workedclosely with order entry and service teams to review, resolve and respond to each inbound request from sales team
Arrangedtravel and hotel accommodation
Assistedwith the organisation of meetings and wrote minutes
Accepted andcomplete projects and other miscellaneous administration duties as assigned/ Ability to managed severaldaily deadlines

Job Title: Team Assistant

Industry: Government / Public Sector

05/2008 to 07/2008

Providedsupports and administrative assistance to a busy team of fiveincluding Director
Communicated withexport/imports reps and dealers
Dealtwith the database, email, post and faxes
Researched and categorised Australia/ New Zealand/Thailand exporter andimporter lists
Draftingand sending standard letters
Analysed/translatedThai letters from Thailand companies into English before passing on to Englishspeaker clients
Organised andfacilitated the organisation of meetings and other events
Othermiscellaneous administration duties

Job Title: Student Counsellor

Industry: Education

07/2010 to 08/2010

Assisted and advised overseas students in relation to their studyoptions, program eligibilities and visa choices from application point toenrolment acceptance.
Researched and analysedAustralian institutions and the programs they are providing.
Sourcing for saleopportunities through direct marketing i.e. approached potential clients ateach institution, and made presentations about the services we are providing.Subsequently, provided follow up service with a view to long term clientconnections.
Interacted with schools and students face-to- faceand also through email, phone calls, and facsimile.
Investigated different methodologies with theCounsellors and Chief Financial Officer to implement new strategies to increasethe flow of students to visit our office.

Job Title: Financial Planning and Personal Assistant

Industry: Financial Services

03/2011 to Current

XPlan database management i.e. from adding new clients, administer clients’ xplan files to administering xplan users and clients online access.
Maintain clients portfolios, dealing with institutions to ensure accuracy of reporting
Liaise with financial institutions, dealer group and other professionals’ offices.
Frequently log into following websites – Macquarie bank (also switch investments), Australian Exceutor Trustrees (AET), BT, MLC, IOOF, Praemium, Asteron, Colonial First State as such to check transactions, generate and download statements, reports, insurance quote etc.
Receive and process advisers’ instructions, and keep track of all enquires and sent out forms that are in progress.
Prepare/filling applications and supporting documentations accordingly to Statement of Advice (SoA) and Record of Advice (RoA)
Prepare advisers for appointments with all necessary paperwork including meeting notes, portfolio valuation and relevant reports for review.
Manage directors' schedules using Outlook
Handling confidential and sensitive information
Maintenance of office stationary and supplies
Collect mails and process received mails such as cheque, redemption, withdrawal and application forms on daily basis
Prioritising tasks and following up actions in a timely manner
Closely liaison with clients’ accountants through e-mail and phone call
Point of contact for one off share selling clients and trading shares using E”trade
Experience using websites such as Boss message, E*trade,
Speaking to clients and institutions on the phone, filing, drafting letters and emails scanning, fax on daily basis.

Qualifications

Completed	Institution	Degree / Qualification
2009	University of Newcastle	Master of Applied Finance
2008	University of Technology Sydney	Bachelor of Business
2006	UTS: Insearch	Diploma of Business