Erin Martin

Provide administrative, accounting, payroll and bookkeeping services to manage business operations for a small family owned business, including:

• Generating and processing invoices for clients and track payments received from customers.
• Performing financial calculations for amounts due and balances.
• Conducting monthly bank reconciliations.
• Managing payroll processing and superannuation payments for staff members.
• Generating accounting reports.
• Liaising with clients and providers in a timely manner.
• Managing physical and digital files and maintain spreadsheets for current and upcoming projects.
• Developing administrative processes to achieve organisational objectives and improve office efficiency.
• Keeping office equipment functional and supplies well-stocked to promote efficient operations.

Prepared and implemented financial plans for clients as directed by the Financial Advisor. This included:

• Gathering and recording sensitive client financial and health related information for both investment and insurance based financial plans.
• Ensuring privacy and compliance requirements were being met at all times.
• Conducting research on various investment and insurance products available in the market.
• Effectively utilising financial planning software (including Xplan) to conduct research and prepare financial plans.
• Preparing forms, applications and other materials needed for client plan presentation meetings.
• Corresponding with clients and product providers to gain required information for financial plans.
• Being the point of contact for maintenance and assistance regarding our client information database, Xplan.

Providing efficient administrative support to Financial Planners and clients including:

• Answering phone and email enquiries, preparing reports, collecting data and sorting mail, printing, photocopying and faxing.
• Maintaining the client database of over 800 clients using the AdviserCentral program, ensuring accuracy and confidentiality.
• Gathering and recording sensitive client financial and health information to assist with the preparation of financial plans and reviews.
• Liaising with clients in a friendly manner to schedule appointments, process requests and answer enquiries regarding their accounts and financial plans.
• Engaging with investment, insurance and health care providers to ensure processes are completed accurately and efficiently.