Benjamin Worme
Geelong,VIC
Summary
Hardworking and passionate job seeker with strong organizational and communicational skills. Demonstrated fantastic customer service working effectively with firms to develop strong relationships. Willing to implement additional skills and take on added responsibilities to further my career within governance and compliance.
Overview
3
3
years of professional experience
Work History
Financial Planning Associate
Coastline Advice
07.2023 - Current
- Assisted Advisers with client related tasks including ongoing client management, account opening paperwork and all other administrative tasks or projects required
- Answered incoming phone calls and managing client queries and needs.
Seamless SMSF - Auditor
08.2021 - Current
- Followed established auditing processes to meet internal and regulatory requirements
- Communicated with clients to obtain necessary information for audits
- Performed observations and evaluated supporting documents to supplement audit findings.
Jokers On Ryrie - Bartender
01.2021 - 08.2021
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory
- Oversaw and monitored cash drawers and reconciled drawers against cash register reports at close of business.
Norris Construction - Laborer
- Worked alongside team to accomplish work goals according to schedule
- Understood and followed verbal and written instructions to complete work correctly.
Education
Bachelor of Commerce - Financial Planning
Deakin University
Geelong, VIC06.2024
VCE -
Catherine McAuley Bendigo
Bendigo, VIC01.2019
Skills
- Strong communicational and verbal skills
- Motivated
- Creative problem solving
- Open minded
- Attention to Detail
- Critical Thinking
Additional Information
Member of Bell park football netball club, RSA certificate, Construction induction training (white card)
References
- Professional Reference, Tom Grossman, Technical and training manager, Seamless SMSF, 0437 612 655
- Personal referee, Shane O'bree, Ex Geelong VFL coach, 0438 330 878
Timeline
Financial Planning Associate
Coastline Advice
07.2023 - Current
Seamless SMSF - Auditor
08.2021 - Current
Jokers On Ryrie - Bartender
01.2021 - 08.2021
Norris Construction - Laborer
Bachelor of Commerce - Financial Planning
Deakin University
VCE -
Catherine McAuley Bendigo
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