Grace Evans-Parrish

Build and develop strong relationship with clients both domestically and internationally.

Addressing client queries and resolving issues to build client satisfaction.

Liaise with insurance, superannuation and investment providers to ensure implementation of financial strategies is completed promptly and efficiently.

Creating, superannuation, investment and pension accounts for clients and ensuring their funds are invested in line with their statement of advice documents.

Booking and confirming appointments.

Training new staff members.

Generating multiple reports for clients when requested and preparing relevant annual review documentations and fee disclosure statements.

Input of information in to the CRM system.

Ensuring my knowledge of domestic and international taxation, regulations and retirement schemes is up to date so I may confidently respond to our expat client queries.

Completing Power-points for Financial Advisers based off the Statement of Advice, which they will then present to the clients.

Construct Statement of Advice documents and Record of Advice documents for clients based on Financial adviser provided strategies.

Put together detailed superannuation, investment and insurance plans for clients.

Performed audits of records and financial accounts.

Modelled financial data for staff and client use.

Oversaw client investments to ensure their accounts are invested correctly as per recommendations.

Liaise with different internal departments to ensure documentation was accurate and distributed to the client efficiently and promptly.

Trained new paraplanners.

Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.

Maintained detailed records of all client interactions, ensuring accurate information was available for reference during future engagements.

Booked client appointments.

Sorted and distributed mail and recorded incoming shipments for corporate records.

Provided ongoing training to junior team members, contributing to their professional development and improving overall team performance.

Assisted in the implementation of new product offerings, increasing overall client satisfaction and revenue growth.

Exhibited high energy and professionalism when dealing with clients and staff.

Answering a multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

Ensured my knowledge of current products, services and plans were up to date.

Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.

Applied basic sales strategy to engage customers and ensure KPI's were met.

Organised the store front and merchandising.

Stock take.

Developed rapport with customers, fostering long-term relationships and repeat business.

Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.

Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.

Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.

Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.

Streamlined inventory management with regular audits, accurate ordering, and efficient stock organization.

Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.

Ran the store front and ensured customer service was up to impeccable standard.