Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ambionne Wilson

Perth,WA

Summary

Highly adaptable Client Services Administrator with proven problem solving, organisational and customer service skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Passionate job seeker who is looking to begin a career in FIFO.

Overview

3
3
years of professional experience

Work History

Associate

Knightcorp Life & Wealth
01.2022 - Current
  • Assisted in development of financial advice which involved thorough data collection, financial modelling, producing reports and interpreting complex data to create client strategies.
  • Implementation of financial advice to which involved developing unique implementation timelines, financial transactions, liaising with product providers and clear communication with clients maximising client outcomes.
  • Maintained accurate record-keeping with proactive attention to detail and client information updates.
  • Exhibited high level of compliance through safety audits, inspections and evaluations to identify potential hazards and implement corrective actions in accordance with regulatory requirements.
  • Responded to customer calls and emails in a timely manner to assist, investigate and resolve client queries.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Scheduled office meetings and client appointments for staff teams.
  • Received, sorted and filed incoming mail, and recorded and distributed outgoing mail.
  • Demonstrated high level of software and systems proficiency through various applications such as Microsoft Excel, Outlook, Adobe PDF Editor, Xplan, Hubspot, Microsoft Teams, Trello, Zoom and Slack.
  • Assisted in implementation of systems for workflow and process management to maximise both internal efficiency and client outcomes.
  • Selected to be a member of the 'employee collaboration group' where we meet to implement initiatives that improve culture and wellbeing, such as 9-day fortnight and working from home policies.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Passionate about learning and committed to continual improvement.

Administrative Assistant

Life Financial Planners
11.2020 - 12.2021
  • Scheduled office meetings and client appointments for staff teams.
  • Received, sorted and filed incoming mail, and recorded and dispatched outgoing mail.
  • Developed strategies to streamline and improve office procedures.
  • Execution of essential financial processes including portfolio valuations, financial transactions, auditing,analysing market reports and administration of client's financial accounts.
  • Responded to customer calls and emails in a timely manner to assist, investigate and resolve client queries.

Education

Bachelor of Commerce - Finance

Curtin University
Perth, WA
02.2022

Certificate II - Business

South Metropolitan TAFE
Perth, WA
10.2016

Western Australia Certificate of Education -

Carine Senior High School
Carine, WA
10.2016

Skills

  • Customer service
  • Strategic problem-solving
  • High organisation
  • Critical thinking
  • High attention to detail
  • Strong time management and task prioritisation
  • Adaptable and attentive learner
  • Effective communication

Timeline

Associate

Knightcorp Life & Wealth
01.2022 - Current

Administrative Assistant

Life Financial Planners
11.2020 - 12.2021

Bachelor of Commerce - Finance

Curtin University

Certificate II - Business

South Metropolitan TAFE

Western Australia Certificate of Education -

Carine Senior High School

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Ambionne Wilson