Casey White
Yokine,Australia
Summary
Highly organized and dependable candidate with proven ability to multitask and maintain a positive attitude. Committed to assuming extra responsibilities to achieve team goals. Consistently demonstrates strong attention to detail, along with ability to learn and adapt quickly. Possesses excellent problem-solving skills showcased throughout employment history.
Overview
5
5
years of professional experience
Work History
Client Services Officer
Fuzion Insurance
03.2024 - Current
- This position entails a comprehensive range of responsibilities focused on Liaising with clients and be the first point of contact. Initiating, lodging and monitoring client applications. Liaising with insurance providers in relation to client matters. Assist advisers with meeting preparation and diary management. Also, managing the client review process and preparing review documents.
Investor Services Senior Analyst
US Bank Global Fund Services
10.2022 - 12.2023
- This role involves managing investor transactions, including subscription, redemptions and payments
- It also requires maintaining accurate records, responding to inquiries, and ensuring compliance with procedures
- The position involves mentoring junior analysts and building client relationships
- Additionally, understanding fund calculations and meeting deadlines are essential aspects of this role.
Administrator
Utmost PanEurope DAC
02.2022 - 09.2022
- Managing the settlement of CITI trades on the Eximius system used by the Company
- This involved the investigation and identification of any exceptions on trades between CITI and Eximius files whereupon entries would either be accepted or rejected
- This process included monitoring of cash received, deleted trades, delayed trades investigation of unpaid trades, bank postings to Eximius system and foreign exchange oversight
- Identify and review all discretionary fund management.
Reconciliations Graduate
Utmost PanEurope DAC
09.2021 - 02.2022
- Provided a reconciliation capability that ensures the activity and client needs are met to a high standard in a timely manner
- Developed innovative methods to ensure no items were left unreconciled
- Undertook cash reconciliations, stock reconciliations, bank account review and accrued interest reconciliation
- Called and informed Fund houses for a change of bank details for future payments
- Completed any other work requested by managers to the best of my ability in a timely fashion.
Food and Beverage Assistant
Time Bar, Pillo Hotel Ashbourne
03.2019 - 08.2021
- Prepared and served coffee
- Took food orders on slips, entered into the system for transmission to the kitchen staff in a 50 seat restaurant and collected payments of bills
- Gave guests recommendations for dishes based on their preferences, identifying if a customer had any special food requirements or allergies while ensuring customer satisfaction
- Customer service trained, ability to carry three plates
- Poured pints and served alcoholic beverages to customers.
Education
Bachelor of Science - Economics And Finance (International)
TU Dublin (College of Business)
Dublin, Ireland 01.2021
Leaving Certificate: All Honours -
Ashbourne Community School
Ireland 01.2017
Skills
- Client Relationship Building
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Computer Skills
Accomplishments
I was a senior prefect in Secondary school
Played rugby for Suttonians RFC at all-Ireland Level in 2023
Made the Leinster U18's rugby squad in 2015
Won the Leinster rugby league with westmantown RFC in 2015
References
Available upon request
Timeline
Client Services Officer
Fuzion Insurance
03.2024 - Current
Investor Services Senior Analyst
US Bank Global Fund Services
10.2022 - 12.2023
Administrator
Utmost PanEurope DAC
02.2022 - 09.2022
Reconciliations Graduate
Utmost PanEurope DAC
09.2021 - 02.2022
Food and Beverage Assistant
Time Bar, Pillo Hotel Ashbourne
03.2019 - 08.2021
Bachelor of Science - Economics And Finance (International)
TU Dublin (College of Business)
Leaving Certificate: All Honours -
Ashbourne Community School
Similar Profiles
Vincent FranzeoVincent Franzeo
Head Strength and Conditioning Coach at Fuzion 5 Athletics | Kinetic Purpose | Pente AcademyHead Strength and Conditioning Coach at Fuzion 5 Athletics | Kinetic Purpose | Pente Academy
Mackenzie PeschongMackenzie Peschong
Delivery Driver at Amazon Fuzion Express LLCDelivery Driver at Amazon Fuzion Express LLC
Jessica PiacenzaJessica Piacenza
Account Sales Manager at Fuzion Field ServicesAccount Sales Manager at Fuzion Field Services
HELEN HENRIQUEZHELEN HENRIQUEZ
Administration at LocavoraAdministration at Locavora
Lochana SharmaLochana Sharma
Carer at Maurice Zeffert HomeCarer at Maurice Zeffert Home