Campbell Daines
Maitland Vale,NSW
Summary
Reliable Financial Planning Assistant promoting more than one years of expertise managing research projects and planning client meetings. A bilingual individual with a track record of preparing correspondence for mailing and assisting with website postings. Offering attention to detail and strong quantitative skills.
Overview
1
1
year of professional experience
Work History
Administration
Hunter Lifestyle Financial Planners
02.2023 - Current
- Implemented new software solutions to improve data management and accessibility of information across the organization.
- Collaborated with colleagues to streamline workflow, optimizing overall office efficiency.
- Enhanced team productivity by providing administrative support and coordinating schedules.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Completed forms, reports, logs, and records to quickly handle all documentation.
Education
Graduate Diploma of Financial Planning - Financial Planning
Kaplan
Sydney11.2026
High School Diploma -
Hunter Valley Grammar School
Ashtionfield11.2022
Skills
- Office Administration
- Administrative Support
- Data Entry
- Word Processing
- Customer Relations
- Data organization
- Confidentiality handling
- Spreadsheet Management
- Records Management Systems
- Document Management
- File Organization
- Document Scanning
- Spreadsheet tracking
- Workflow Coordination
- Strategic Planning
- Computer Skills
- Records administration
- Professional and mature
Timeline
Administration
Hunter Lifestyle Financial Planners
02.2023 - Current
Graduate Diploma of Financial Planning - Financial Planning
Kaplan
High School Diploma -
Hunter Valley Grammar School
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