Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
4
4
years of professional experience
Work History
Junior Support Adviser
Arch Capital
04.2024 - Current
Enhanced client satisfaction by assisting in expert financial advice and personalised investment strategies.
Assisted in client portfolio performance through diligent market research and analysis for optimal asset allocation.
Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
Assisted in thorough reviews of clients'' existing financial plans, identifying areas for improvement or adjustment.
Evaluated potential investment opportunities, utilising both qualitative and quantitative methods to assess viability.
Utilised advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
Used Xero to organise and pay bills/invoices.
Expanded on my knowledge of Excel to assist in the appropriate models.
Streamlined communication processes, ensuring clients received regular updates on their investments and financial plan progress.
Head of Juice
Girdler's Cafe
03.2022 - Current
Skilled at working independently and collaboratively in a team environment.
Self-motivated, with a strong sense of personal responsibility.
Proven ability to learn quickly and adapt to new situations.
Worked well in a team setting, providing support and guidance.
Worked effectively in fast-paced environments.
Excellent communication skills, both verbal and written.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Developed and maintained courteous and effective working relationships.
Retail Assistant
Bonfire Bakery
07.2020 - 06.2021
Boosted customer satisfaction by providing exceptional service and addressing inquiries efficiently.
Enhanced store appearance through diligent merchandising and regular upkeep of displays.
Managed inventory with accuracy, ensuring optimal product levels and minimising stock discrepancies.
Education
Bachelor of Business Admin. -
Macquarie University
Sydney, NSW
06.2024
High School Diploma -
Kincoppal
Rose Bay, NSW
12.2019
Skills
Dependable and Responsible
Relationship Building
Multitasking
Problem Resolution
Analytical Thinking
Time Management
Excellent Communication
Friendly, Positive Attitude
Timeline
Junior Support Adviser
Arch Capital
04.2024 - Current
Head of Juice
Girdler's Cafe
03.2022 - Current
Retail Assistant
Bonfire Bakery
07.2020 - 06.2021
Bachelor of Business Admin. -
Macquarie University
High School Diploma -
Kincoppal
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