Desiree Eralino
Richlands,QLD
Summary
Passion for learning and taking on new challenges. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Junior Paraplanner
FMD Financial
02.2023 - 07.2023
- Prepare review documents and research for upcoming meetings
- Produce Record of Advice and Statement of Advice documents
- Update client details in Xplan and CRM
- Prepare WealthSolver Comparison and Modelling strategies
- Implementation of Statement of Advice
- Prepared for meetings by gathering materials, reports and presentations.
- Put together detailed financial and investment plans for customers.
Fraud Analyst
Sitel Group – Macquarie Bank
10.2022 - 02.2023
- Collect evidence to assess fraudulent activities
- Create cases to process further investigation in client accounts
- Reach out to clients to confirm the transactions
- Receive inbound calls to help clients with their fraudulent transactions
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
Financial Planning Assistant & Paraplanner
VBP Back Office
03.2019 - 05.2022
- Prepare review documents and research for upcoming meetings
- Liaise with clients in booking or rescheduling appointments
- Generate Annual Advice Agreements and Fee Disclosure Statements
- Update client details in Xplan and CRM
Customer Service Representative
Teleperformance
03.2018 - 02.2019
- Cater to a high volume of inbound calls
- Assist customers with billing inquiries
- Provide technical issues to resume customer streaming
- Offered advice and assistance to customers, paying attention to special needs or wants.
Education
Bachelor of Science - Accounting Technology
University of San Carlos
Cebu, Philippines10.2015
MBA - Project Management
Kaplan Business School
Brisbane, Australia06.2024
Advanced Diploma of Paraplanning - undefined
International Institute of Technology (IIT)
01.2021
Skills
- Effective Communication
- Analytical Problem Solver
- Administration skills
- Risk Management
- Document Management
- Project Management
- Financial Administration
- High attention to detail
- XPLAN and CRM savvy
Personal Information
Title: Project Administrator
References
Available upon request
Timeline
Junior Paraplanner
FMD Financial
02.2023 - 07.2023
Fraud Analyst
Sitel Group – Macquarie Bank
10.2022 - 02.2023
Financial Planning Assistant & Paraplanner
VBP Back Office
03.2019 - 05.2022
Customer Service Representative
Teleperformance
03.2018 - 02.2019
Bachelor of Science - Accounting Technology
University of San Carlos
MBA - Project Management
Kaplan Business School
Advanced Diploma of Paraplanning - undefined
International Institute of Technology (IIT)
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