Iram Patel
Kew,VIC
Summary
An enthusiastic and ambitious Administration professional with extensive experience across the Australian Administrative, public relations and educational industries. My dedication and passion has been recognized with praise, and extra responsibilities. I offer expertise in areas including general administration, marketing, staff supervision and fund administration. I possess the necessary drive and determination required to succeed both in challenging team environment ad in autonomous support roles.
Overview
11
11
years of professional experience
Work History
Fund Administrator
Colonial First State Melbourne
03.2022 - Current
- Superannuation administration utilising CFS Wrap platform.
- Responsible for Super and Pension administration of our clients including amendments, calculations and reconciliation.
- Monitoring financial transactions to identify suspicious activity that may indicate potential money-laundering and counter terrorism financing.
- Gathering and verifying relevant information of our customers and their financial transactions.
- Staying up to date with AML laws and regulations through ongoing training.
- Manage and complete workload through diligent organisational skills, in line with Colonial First State's SLA's and KPI's.
- Implemented risk management measures to detect potential issues early and mitigate negative impact on the fund''s value.
- Supported due diligence efforts by providing clear documentation of administrative processes followed within the organization.
- Stayed current on industry regulations to ensure full compliance with all relevant laws and guidelines for funds under management.
Customer Service/Administrator
Link Group Administration Melbourne
02.2021 - 03.2022
- Administration support for the organisation.
- Maintaining an accurate database, data entry and documentation.
- Processing of ATO correspondence including notice of intent and reporting of contributions at the end of financial year.
- Identifying ways to help customers on calls.
- Providing knowledge of our products and services, including relevant sections of legislation, financial services industry and organisational environment.
- Confidently navigate and source information from multiple internal systems and reference materials.
- Liaise between different departments within the company such as Pensions, Retirement, Income, Insurance and Employers.
- Enhanced customer satisfaction by efficiently resolving inquiries and addressing concerns in a timely manner.
- Consistently exceeded performance targets, demonstrating an unwavering dedication to providing exceptional service and support for customers.
- Reduced response times by effectively managing high-volume customer inquiries and prioritizing urgent issues.
Customer Care/ Administration, Delivery Support
Australia Post Melbourne
10.2020 - 02.2021
- General Administration
- Providing accurate information about services offered by Australia post such as postage options, packaging, international shipping and more.
- Redirecting parcels or mails on customers request while they are away or managing mail for specific addresses.
- Ensured compliance with industry standards and regulations while maintaining an exceptional level of service quality across all channels of support delivery.
Member Care Consultant
TSA Group/ HCF Melbourne
11.2019 - 10.2020
- Assisting new & current members on their HCF health insurance, educating & explaining benefits of products based on member's requirement.
- Helping members finalise their Dental, health and Hospital claims and providing information on estimated rebate members will receive.
- Verify data & analyse it to find to solutions so as to make modifications in the policy or existing insurance.
Public Relations
Lisbon WA Pty Ltd Perth
06.2014 - 01.2019
- Assisting with ongoing marketing relations with current advisors.
- Interpreting social media to optimize a clients performance and provide actionable recommendations for continued improvement.
- Updating clients about new social media marketing techniques being used by others, ask ell as looking for opportunities to innovate and develop new techniques.
- Attending networking and media events.
- Leading research and creative brainstorming sessions for various campaigns on behalf of clients and prospects.
- Liaising with external clients, marketing agencies and other third parties to put together hard-hitting campaigns.
Administration & Marketing Consultant
Kingdom Institute of Management Perth
07.2013 - 06.2014
- Answering routine enquiries from students, academics and senior management via email and telephone as well as in person.
- Leasing with other schools and colleges to enrol students (National and International).
- Photocopying and scanning documents.
- Responding to proposals of exchange collaboration from universities/colleges and directing proposal queries to relevant departments.
- Provided ongoing support to students throughout their educational journey, from orientation events to graduation ceremonies.
- Assisted in the development of academic plans and goals for individual students, ensuring their success in meeting those objectives.
- Collaborated with teachers to identify at-risk students and develop strategies to support their academic growth.
Education
Management -
Stanley College of Commerce
06.2015
Communication in Public Relations -
Murdoch University
11.2012
Mass Communication and Culture -
Murdoch Institute of Technology
02.2010
Higher Secondary School -
Vivek College of Commerce
06.2008
Secondary School -
Infant Jesus High School
11.2005
Skills
- Teamwork
- Problem-Solving
- Customer service
- Handling conflict
- Office administration
- Mentoring
- Leadership
- Client Services
- Know Your Customer
- Cash reconciliation
- Anti-Money Laundering
- Due diligence
- Tax reporting
- Month-end closings
- Microsoft Excel proficiency
- Tax Compliance
- Regulatory Compliance
- Customer Service
- Attention to Detail
- Decision-Making
- Willing to Learn
- Customer relationship development
- Quality Assurance
- Data Analysis
- Risk Management
- Fraud prevention
Websites
Languages
English
Hindi
Urdu
Personal Information
- Title: Fund Administrator
- Date of Birth: 26/04/1988
- Nationality: Australian
References
- Tyrone Sew Hoy, 0415661581
- Charlie Schwerkolt, 0439658105
Timeline
Fund Administrator
Colonial First State Melbourne
03.2022 - Current
Customer Service/Administrator
Link Group Administration Melbourne
02.2021 - 03.2022
Customer Care/ Administration, Delivery Support
Australia Post Melbourne
10.2020 - 02.2021
Member Care Consultant
TSA Group/ HCF Melbourne
11.2019 - 10.2020
Public Relations
Lisbon WA Pty Ltd Perth
06.2014 - 01.2019
Administration & Marketing Consultant
Kingdom Institute of Management Perth
07.2013 - 06.2014
Management -
Stanley College of Commerce
Communication in Public Relations -
Murdoch University
Mass Communication and Culture -
Murdoch Institute of Technology
Higher Secondary School -
Vivek College of Commerce
Secondary School -
Infant Jesus High School
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