Currently working in an accounting firm with 3 partners and 20 employees based in Sydney and Brisbane, provides accounting services, tax advice, and financial planning to small business owners, family trusts and individuals.

Responsibilities

• Liaison between the financial planner and clients.
• Supporting the financial planner with day-to-day tasks such as organising client meetings and ensuring complex queries raised by clients are solved in a prompt manner.
• Establishing and maintaining client file notes as records of communication history as well as copies of legal documents for compliance requirements
• Assisting in product research
• Assisting the financial planner for preparation of client review
• Providing client service including response to clients queries and administrative issues in a timely manner, ensuring clients are contacted for their review on time
• Preparing as well as guiding clients to fill all the documents required related to clients’ investment, setting up SMSF or consolidating their superannuation funds
• Ability to provide general information in investment, superannuation and personal insurances to clients
• Setting up clients using Coin software
• Producing invoices and processing payments and general administrative duties

Achievements

• Promoted from a Trainee to Assistant Financial Planner
• Implemented a professional and highly organised approach to assist office administration. As a result, I improved my work efficiency ensuring all tasks are completed within deadline with 100% accuracy on all client documentation
• Created a process document for Service level Agreement (SLA) for client communication improving the firm’s level of customer service
• Identified and categorised client leads for the financial planner based on demographics and ethnicity, enabling him to focus on higher probability leads
• Improved the monitoring of client changes through the creation of a Records of Advice spreadsheet to provide a clear one page view of clients impacted by particular changes

A retail franchise food store was run by my partnership from August 1998.

Responsibilities

• Organised daily work, weekly stocktaking, cleaning duties for maintaining high standard of hygiene and other general administrative duties of running a small business
• Supervised three permanent staff and up to five casual staff, ordering and scheduling production and monitoring cash handling, performing banking function
• Completed the report for daily sales and expenses, organised, received the tax invoice from suppliers and made payment to them and payroll
• Set up display window to promote sale items

Achievements

• Increases number of customers visiting the store, improved sales revenue by 5% each year and lowered business costs and built solid, long term customer relationship

 

 I started up a garment dyeing factory through my partnership. It produced stone-wash, tie-dyed and over-dying on white and black T-shirts

Responsibilities

• Managed day-to-day production, handling chemicals and dyestuffs
• Matched and touched up colour from sample testing to production, examined textiles as quality control
• Train staff how to handle urgent orders and operating dyeing house equipment
• Introduction of new colour trends to customers

Achievements

• Established the business and improved the business by broadening product lines, forming a colour chart containing thousands of colours as a valuable asset to the business,  increasing revenue and reducing costs

Various casual employee roles while studying

Responsibilities

•  Required paying attention to products details, handling urgent orders for the retail and wholesale customers
• Required accuracy and completing jobs within time frame
• Conducted daily cycle counting and annual stocktaking
• Examined stocks and allocated them in the reserved location, assisted the others to solve problems at work