Adrienne Bonso
Babinda,QLD
Summary
Knowledgeable and experienced Paraplanner with proven background in research, analysis and customer service, delivering strategic insights and effective solutions to clients. Demonstrated expertise in problem-solving and client relationship management. Experienced with industry knowledge and analytical skills to identify and implement effective solutions. Track record of building strong client relationships and driving measurable results.
Overview
15
15
years of professional experience
Work History
Recruitment and Labour Hire Consultant – Full Time
Quality Innovation Training & Employment, Innisfail
01.2010 - 08.2010
- Collaborated with team members to create targeted job postings that attract top talent.
- Utilized applicant tracking systems to streamline recruitment processes and enhance candidate experience.
- Developed and maintained strong relationships with clients to understand hiring needs and preferences.
- Conducted candidate screenings and interviews to assess qualifications and cultural fit.
- Provided candidates with timely updates throughout the recruitment process, ensuring clear communication.
- Assisted in onboarding activities, facilitating smooth transitions for new hires into company culture.
Paraplanner / Client Services – Part Time
InCapital Advisers
01.2020 - Current
- Designed comprehensive financial plans for clients, ensuring alignment with their long-term objectives.
- Conducted thorough research on investment strategies and market trends to inform client recommendations.
- Collaborated with financial advisors to develop tailored solutions that addressed client-specific needs.
- Streamlined documentation processes, enhancing efficiency in preparing client reports and portfolios.
- Mentored junior staff in financial planning practices and regulatory compliance, fostering team development.
- Led initiatives to improve workflow efficiency, resulting in enhanced service delivery to clients.
- Ensured compliance with industry regulations by maintaining accurate records and adhering to best practices.
- Contributed to team success by sharing knowledge, ideas, and insights during regular meetings and presentations.
- Developed strong working relationships with both internal colleagues and external partners to facilitate seamless coordination across all aspects of financial planning services.
- Tracked progress toward established financial goals using advanced analytics tools.
- Stayed up to date on latest performance indicators for stock market and mutual funds.
- Prepared for meetings by gathering materials, reports and presentations.
- Prepared clear and concise reports that facilitated advisor-client communication and decisionmaking.
- Identified potential areas for improvement within the organization''s Paraplanning process.
- Networked with local community and businesses to promote financial services.
- Provided excellent customer service by addressing client inquiries promptly and accurately.
- Managed monthly, quarterly and yearly client billing cycles.
- Assisted in the preparation of annual reviews for existing clients, fostering trust through transparency.
- Delivered accurate cashflow forecasts that informed strategic decisions regarding clients'' portfolios.
- Upheld all company, state and federal regulatory guidelines.
Administration & Finance Manager – Part Time
The Bonso Group
01.2019 - Current
- Managed budgeting processes to ensure alignment with financial goals.
- Analyzed financial reports to identify trends and support strategic decision-making.
- Streamlined expense tracking procedures, enhancing reporting accuracy and efficiency.
- Assisted in the preparation of quarterly financial statements for stakeholder review.
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Developed comprehensive financial reports for executive decision-making support.
- Enhanced budget management by implementing expense tracking and cost reduction strategies.
- Improved financial forecasting accuracy, utilizing advanced analytical models.
- Implemented risk management strategies to protect company assets and minimize losses.
- Managed multimillion-dollar budgets, ensuring accurate allocation across departments.
Senior Client Services Officer – Full Time
Menico Tuck Parrish Financial Services
10.2015 - 12.2020
- Managed client inquiries, ensuring timely and accurate responses to enhance customer satisfaction.
- Coordinated service requests, facilitating effective communication between clients and financial advisors.
- Assisted in processing client documentation, maintaining rigorous attention to detail for compliance standards.
- Developed and maintained strong relationships with clients, fostering trust and loyalty through exceptional service.
- Conducted regular follow-ups with clients, ensuring ongoing support and addressing any concerns promptly.
- Collaborated with team members to optimize workflow efficiencies, improving service delivery timelines consistently.
- Resolved escalated customer issues promptly, fostering trust and demonstrating commitment to outstanding service.
- Mentored junior team members by sharing industry knowledge and best practices for exceptional customer service delivery.
- Provided ongoing support to clients throughout the lifecycle of their relationship with the company, ensuring long-term satisfaction and retention.
Client Services Officer – Full Time
Coral Coast Financial Planning Pty Ltd
09.2013 - 10.2015
- Coordinated scheduling of client meetings to optimize advisor availability and client engagement.
- Contributed to the development of client onboarding processes to streamline workflow efficiency.
- Collaborated with advisors on preparing financial reports and documentation for client meetings.
- Monitored compliance with regulatory requirements during client interactions to ensure adherence to industry standards.
- Collaborated with cross-functional teams to ensure timely delivery of services and exceed client expectations.
- Built strong relationships with clients through effective communication and understanding their needs.
- Managed client inquiries through multiple communication channels, ensuring timely responses and resolution of issues.
- Maintained accurate client records using COIN CRM system, supporting data integrity and accessibility.
- Compilation, preparation and implementation of Statements of Advice to renew Managed Discretionary Authorities (MDA) for clients with accounts held under the Asgard, PortfolioCare and AMP North platforms
- Financial Disclosure Statement preparations
- Developed and maintained existing client relationship and developed new client relationships.
Administration/Office Manager – Full Time
KGC Constructions, Innisfail
08.2010 - 09.2013
- Banking & Financial obligations including ATO GST/BAS preparations, payroll, accounts receivable & payable, petty cash
- Compliance, including WHS, OHS, Quality Assurance
- Administration Management
- Report writing, submissions, project and contract documents
- Project reporting, management, documentation & inspection bookings
- Audit compliance, training compliance, reception duties
Education
Master - Financial Planning
Griffith University
Brisbane, QLD12-2027
Bachelor - Accounting/Financial Planning
Central Queensland University
Rockhampton, QLD11-2021
Skills
- Integrity and honesty
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships & customer relationship management
- Time management, work planning & prioritisatio
- Quality assurance
- MS office
- Strategic planning & analytical thinking
Hobbies and Interests
Reading, tennis, swimming, cooking, music, camping, family
Timeline
Paraplanner / Client Services – Part Time
InCapital Advisers
01.2020 - Current
Administration & Finance Manager – Part Time
The Bonso Group
01.2019 - Current
Senior Client Services Officer – Full Time
Menico Tuck Parrish Financial Services
10.2015 - 12.2020
Client Services Officer – Full Time
Coral Coast Financial Planning Pty Ltd
09.2013 - 10.2015
Administration/Office Manager – Full Time
KGC Constructions, Innisfail
08.2010 - 09.2013
Recruitment and Labour Hire Consultant – Full Time
Quality Innovation Training & Employment, Innisfail
01.2010 - 08.2010
Master - Financial Planning
Griffith University
Bachelor - Accounting/Financial Planning
Central Queensland University
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