Summary
Overview
Work History
Education
Skills
Other Experience
Volunteering
Timeline
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Emily Smith

Mount Waverley,VIC

Summary

Seeking a graduate role in business or finance that allows me to utilise my skills in client relations and problem-solving that also aligns with my key interests in financial analysis and social issues. I am a skilled multitasker and leader with a superior work ethic and am willing to take on any task to help my team.

Overview

2
2
years of professional experience

Work History

Associate Adviser

Owen Partners
10.2023 - Current
  • Manage all the current and upcoming work for all clients of a financial adviser
  • Implement comprehensive financial plans for clients so they can achieve their short-term and long-term goals.
  • Execute trades efficiently, minimising transaction costs while maximising portfolio performance for clients.
  • Educated on financial products and investments through a close working relationship with financial advisers.
  • Liaise with superannuation, insurance and investment platform providers
  • Consistently communicate with clients throughout the implementation process and their ongoing relationship with the firm to ensure client satisfaction.
  • Train and provide constant assistance to new employees and interns on all processes and systems to ensure high-quality work and service to all clients.

Intern

Owen Partners
07.2023 - 10.2023
  • Completed any delegated tasks by supervisors to a high standard, reducing their workload burden.
  • Created review packs including all financial product statements and summaries of client information.
  • Prepared notes of meeting discussions to ensure clear communication throughout the team while promoting accountability for action items.
  • Worked on a project to develop a method to analyse and comprehensively summarise where clients hold their assets to identify trends and inform future business relationship decisions.

Intern

Q Social Impact
08.2022 - 11.2022
  • Participated in their Sustainability Leadership Program which had key focuses on the importance of sustainability in industry, ESG materiality in industry, impact assessment of initiatives and stakeholder importance.
  • Lead a research project with Conservation Volunteers Australia on Volunteer Engagement which included interviewing volunteers and staff, further research in secondary sources, producing a final report for organisation-wide use and a successful final presentation to executives:
  • Conducted research for various projects, including ESG research for clients and marketing research to boost the company's social media presence

Education

Bachelor of Commerce/Bachelor of Global Studies - Finance/International Studies

Monash University
Melbourne, VIC
07.2024

High School Diploma -

Mount Waverley Secondary College
Mount Waverley, VIC
11.2019

Skills

  • Client Relations
  • Collaboration and Teamwork
  • Strong Work Ethic
  • Highly organised and Excellent Attention to Detail
  • Leadership
  • Continuous Improvement
  • Outstanding Problem Solving and Analysis Skills

Other Experience

RETAIL SALES ASSISTANT 10/2020 to 11/2022

Adairs, Glen Waverley, VIC

  • Built strong customer relationships to understand their needs, give personalised recommendations and increase store revenue
  • Collaboration with colleagues to ensure store efficiency and enhanced customer satisfaction


SALES ASSISTANT 01/2017 to 11/2021

Bakers Delight, Glen Waverley, VIC

  • Trained new hires on company policies, procedures, and sales tactics helping them integrate seamlessly into the team.
  • Managed a store in a fast-paced environment, developing important leadership, organisation and communication skills.


Volunteering

  • Participated in Beach Clean Ups with Conservation Volunteers Australia.
  • Assisted the running of a CVA event for Sustainability Week in Federation Square

Timeline

Associate Adviser

Owen Partners
10.2023 - Current

Intern

Owen Partners
07.2023 - 10.2023

Intern

Q Social Impact
08.2022 - 11.2022

Bachelor of Commerce/Bachelor of Global Studies - Finance/International Studies

Monash University

High School Diploma -

Mount Waverley Secondary College

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