Alana Spinner
Buderim,QLD
Summary
I am looking to obtain a casual position with Woolworths. I have many years of experience in customer service both in retail and corporate environments and therefore feel I would be an asset to your business. I consider myself a fast learner whom can work well in a team environment but whom also can work well independently if required. I have excellent time management skills and am eager to help out wherever I may be required.
I worked for 5 years at Coles in every department over my time there and therefore feel i could easily slot into a casual position at Woolworths. I am willing to work any department you have vacancy and happy to slot in as a floater as needed. I am reliable and have good availabiltiy as i have family i can call on to help out so i can be readily available for shifts. Nightfill would suit me well if that was an option.
Overview
18
18
years of professional experience
Work History
Receptionist/Office Administrator
My Financial Group
06.2018 - 03.2020
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Maintained an organized filing system of confidential client information in accordance with company policy.
- Ensured that all necessary forms were completed accurately prior to submitting them for processing.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Responded to inquiries from internal staff members regarding office operations.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
- Monitored office supplies inventory and placed orders when necessary.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Performed data entry tasks into various computer systems accurately and promptly.
Paraplanner
Refocus Group
09.2016 - 12.2016
- Researched, analyzed and recommended suitable investments, insurance products, and other strategies to meet client objectives.
- Monitored changes in market conditions and made adjustments as needed to client portfolios.
- Assisted in the development of comprehensive financial planning models for clients.
- Ensured compliance with all applicable laws, rules, regulations, guidelines and standards related to financial services.
- Reviewed client portfolios regularly to ensure proper asset allocation mix is maintained.
Paraplanner
B&L FINANCIAL SERVICES
04.2016 - 09.2016
- Working closely with the Director after a clients meeting to go over the clients goals and objectives for their finances and then together working on the recommendations
- From here i would take the client file away and work on preparing the documentation in readiness to create the SOA
- As the paraplanner, i would then also create the individualised SOA document, referring back to the Advisers as required to confirm we are meeting all of the clients needs in the best possible way
- Revising the document after it has been checked by administration and the Adviser
- Any Ad-hoc administration tasks as required
- Compliancing files and working with the Manager to ensure our compliance checklists covered everything and getting us ready for audits
- Assisting the Manager with FDS
- Working with the BDM from our Dealer Group (AMP) to ensure we are always compliant with our work and assisting her with documentation as audits occured
- Working with the other Adviser/ Paraplanner to improve our techniques and software processes
- Doing training and working with the Insurance team.
Paraplanner/ Administration Assistant
HUNTER LIFESTYLE PLANNERS
03.2013 - 03.2016
- Calculating MERs and generating RoAs to be sent to clients
- Then following through with the administration of preparing documentation to go with this and sending to clients either via email or mail
- Working closely with the Senior Adviser after a clients meeting to go over the clients goals and objectives for their finances and then together working on the recommendations
- From here i would take the client file away and work on preparing the documentation for the Planner to create the SOA
- This including things such as phoning institutions and researching a clients policies, typing up and editing the file note from the meeting, creating client file and completing the relevant compliant documents as well as generating the request to the Planner for the SOA
- Working on COIN software to create new clients, edit, generate statements and client reporting, create charts and data feeds etc as well as working with the Adviser to find new ways of using the software to its capacity
- Working with the BDM from our Dealer Group to ensure we are always compliant with our work and assisting her with documentation as audits occured
- Compliancing files and working with the Manager to ensure our compliance checklists covered everything and getting us ready for audits
- Assisting the Manager with FDS
- Assisting, where required, with completing applications to e.g
- Roll a clients super, do a TTR strategy for a client, open new accounts
- Answering phones, where required, and liasing with clients and acting as back up for the Manager to answer questions of clients when the Adviser was unavailable
- Creating new documents and checklists and job role amendments, post meeting, as required to ensure our small business was running fluently at all times
- Follow-up with external institutes for clients to ensure everything has been processed as requested by our office
- Switching clients portfolios into new models once signed paperwork came back to the office
- Assisting the Adviser to create new models that are within the required risk profiles and creating various documents on various software such as Word, Excel, COIN etc As well as any other administration tasks such as appointment bookings, as they would arise.
Disability Support Worker
ENDEAVOUR INDUSTRIES
11.2012 - 03.2013
- I worked here whilst i was completing my Registered Nursing degree at University
- I did not complete this degree as we were in a position of needing to relocate for my husbands work at the time
- Assisted with Community Programs, taking the clients out for special days to the zoo, park etc
- Working with them on a regular day at Community Programs to ensure they were in a safe and happy environment and were getting individual attention and care
- Primarily i worked in a Group Home which had 5 residents of varied levels of care from Low to High care
- Living life with them, assisting them to cook, clean, go out to do their food shopping, go out for treats/ special day trips/ to church etc Completing paperwork in the office both physically and on the computer software noting down any issues, happy times, liasing with other staff for handover etc Liasing with the parents/ family members of the residents
- Giving medication in correct doses and recording it
- Attending to many other various tasks/ issues as they arose
- Having meetings with staff to ensure best care is cohesively given to the residents across various shifts Doing the overnight shift at the house.
Financial Planning Assistant
MACQUARIE GROUP
03.2012 - 11.2012
- I was working here on a flexible (as needed basis) whilst at University
- I was completing all required administration tasks to assist the Financial Planning Administration worker.
Waitress
SAGE CAFE
09.2011 - 03.2012
- 2 casual positions whilst at University working as a Waitress at Sage Cafe and working as a Factory Worker at Agrana Fruit.
Executive Assistant / Investment Officer/ Client Service Team Member
MONEYWISE FINANCIAL SOLUTIONS
03.2007 - 09.2011
- Supporting the Director/ Senior Financial Adviser in the role of a Personal/ Executive Assistant Supporting a team of 6-8 Financial Advisers in a minor Personal Assistant role and ensuring general smooth running of the business as a whole
- Preparing letters and correspondence and being the main point of contact for clients via phone and email Liaising directly with clients Formatting, editing, proof reading, printing, copying and binding documents Maintaining diary and appointment scheduling Organising travel, accommodation bookings and catering Coordinating meetings and appointments for team Coordinate company / project functions, conferences, public relations events and assistance to other company staff as required Creating and maintaining both existing and new client data base Follow Up actions for client investment / loan matters with internal business unit staff
Receptionist
TERRA FORMA CIVIL
08.2006 - 03.2007
- Answering the phones Filing and archiving Internal ordering Basic bookkeeping including entering and paying bills through MYOB and invoicing customers Producing quotation letters and facsimile headers Assisting process employee pays on a weekly basis Responsible for the registration and insurance of our vehicles, trucks and many plant equipment Receiving and sorting the daily mail Keeping our internal resources stocked up Arranging meetings, and all other general office duties I have gained good MYOB experience from my position with Terra Forma and have also got experience with QUICKBOOKS
Customer Service
COLES SUPERMARKET WEST GOSFORD
01.2002 - 01.2006
- Delicatessen Department: Opening and setting up the department with 5am starts Preparation and serving of cold meats, poultry and seafood Cleaning and closing of the department at 10.00pm Bakehouse Department: Again early morning starts preparing bread, buns, cakes for displaying on the shelves for sale Also have had years of cash register and customer service experience Most recently I have been the acting Manager in the Delicatessen as required supervising and training new staff
Customer Service
CENTRAL COAST MOTORCYCLES
01.2002
- Experience with customer service Selling motorcycle accessories Cash handling Eftpos experience
Assistant
HAIRODYNAMICS HAIRDRESSING SALON
01.2002
- Sweeping hair Cleaning shop Shampooing customers hair
Customer Service
SALTWATER SEAFOOD
01.2001
- Cooking and food preparation Customer service Cash handling Kitchen hand experience
Education
Diploma in Financial Planning (DFP) -
01.2010
Business Certificate -
01.2006
Completed HSC -
01.2005
Skills
- Coles Software
- MYOB
- Quickbooks
- Microsoft Word
- Microsoft Excel
- COIN
- XPlan
- AMP Software
Softwaresystems
- MYOB
- Quickbooks
- Microsoft Word
- Microsoft Excel
- COIN
- XPlan
- AMP Software
Personal Information
Date of Birth: 06/29/1987
References
- Barry Rattenbury, B&L Financial, 0438 781 118
- Justin Daines, Hunter Lifestyle Planners, 02 4934 2360
Timeline
Receptionist/Office Administrator
My Financial Group
06.2018 - 03.2020
Paraplanner
Refocus Group
09.2016 - 12.2016
Paraplanner
B&L FINANCIAL SERVICES
04.2016 - 09.2016
Paraplanner/ Administration Assistant
HUNTER LIFESTYLE PLANNERS
03.2013 - 03.2016
Disability Support Worker
ENDEAVOUR INDUSTRIES
11.2012 - 03.2013
Financial Planning Assistant
MACQUARIE GROUP
03.2012 - 11.2012
Waitress
SAGE CAFE
09.2011 - 03.2012
Executive Assistant / Investment Officer/ Client Service Team Member
MONEYWISE FINANCIAL SOLUTIONS
03.2007 - 09.2011
Receptionist
TERRA FORMA CIVIL
08.2006 - 03.2007
Customer Service
COLES SUPERMARKET WEST GOSFORD
01.2002 - 01.2006
Customer Service
CENTRAL COAST MOTORCYCLES
01.2002
Assistant
HAIRODYNAMICS HAIRDRESSING SALON
01.2002
Customer Service
SALTWATER SEAFOOD
01.2001
Diploma in Financial Planning (DFP) -
Business Certificate -
Completed HSC -
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