Summary
Overview
Work History
Education
Skills
Timeline
Generic

ISHAYAT ZAHID

ASCOT VALE,Australia

Summary

To secure a position through which I can utilize my varied practical skills and industry experience while learning and growing as a professional.


Overview

15
15
years of professional experience

Work History

Team Leader (Secondment)

Insignia Financial
06.2024 - 09.2024

Leading a high performing customer service team, my responsibilities include;

  • Developed team members' skills through targeted coaching sessions, resulting in improved individual performance.
  • Collaborated with other department leaders to establish shared goals and streamline processes.
  • Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
  • Provided ongoing support to direct reports, addressing concerns or questions promptly.
  • Coordinated resources effectively to meet project deadlines and achieve results.
  • Empowered team members by delegating responsibilities according to individual strengths.

2IC, PLUM Payments Team

Insignia Financial
01.2022 - 01.2025

Since 2022 I have been Second in Command for the PLUM Payments Team my responsibilities include;

  • Planning for the day
  • Managing workflow allocations
  • Attending Team Leader meetings
  • Handling escalation payment cases
  • Facilitating team meetings

This has been a significant learning experience for me as I have gained a better understanding of a management position

Client Solutions Specialist, PLUM Superannuation

Insignia Financial
05.2019 - Current

Wealth Operations

I have been a part of a few different teams while working at PLUM that tackled many different tasks including administration of superannuation. A wide array of duties gave me a great amount of knowledge and background into the industry, I have gathered a wealth of knowledge across multiple areas of superannuation including payments of superannuation, investment allocation and strategies, contributions, and insurance within super.

Casual, Advancement Portfolio

Deakin University
07.2014 - 04.2019

Company Overview: At one of the high-ranking universities in Australia I performed various duties with different business units of the Advancement portfolio, including engagement with the Universities alumni, donors, prospective donor, and other stakeholders.


Information Management and Analytics team

  • Processing of information in the central Advancement database system for keeping donor and alumni records up to date
  • Following team procedures for audits of data for currency of information


Donor and Prospect Research team

  • Support building of prospective donor biographical reports for philanthropic gifts to the university
  • Research new information for updates of existing data to support fundraising and engagement
  • Develop prospect profiles with biography, wealth indicators, past giving history, affiliations with the university and other relevant connections


Central Gifts Management team

  • Process donations and donor information on a timely manner for different areas of the university to be able to steward and engage with university donors appropriately and to meet team KPI’s


Central Alumni Office

  • Research prominent alumni in target markets via LinkedIn research, to identify alumni champions and ambassadors, identify potential alumni award recipients and to assist Faculty academics and staff international activities
  • Development and distribution of alumni communications through electronic and other means
  • This included creating EDMS, segmenting and exporting data lists for target audience and sending communications via the Advancement CRM (BBIS)
  • Support event activities by processing and updating event registrations in the central database system
  • Creation of event name tags, management of event dietary requirements and coordination of event logistics

Tutor

KUMON Pascoe Vale Education Centre
04.2013 - 01.2015

As a member of a team of tutors and assistants, offer education support on mathematics and English for pupils of various ages and grades ranging from pre-school to Year 12 'The Kumon Method is an individualised learning method The starting point for each Kumon student is determined individually Students start with the level where they can attain a perfect score by studying on their own.'

  • Review and correct homework completed by students
  • Maintain records on student activities for tracking learning progress
  • Keep student work (booklets) organized for record keeping and reference purposes
  • Review and observe reading and comprehension of students and help them improve their abilities
  • Observe and maintain records of student progress for achievement fluency in learning times-table

Intern, Office of the Vice-President Advancement

Monash University
06.2010 - 06.2010
  • Events Coordination: assisted in organising the layout of the event venue, and attended guest needs
  • Human Resources: supported Human Resources Manager to collate confidential documents; ensured that all documents are organised using the appropriate methods
  • Support: aid staff to organise important information
  • Office Administration and Customer Service

Education

Bachelor of Business Management -

RMIT University
Melbourne, VIC
01.2018

Skills

  • High-quality analytical, verbal & written communication skills
  • Extensive knowledge of a variety of superannuation systems and related processes
  • Proficient in researching, identifying and collating information from specialised databases
  • Basic working knowledge of HTML
  • Team supervision, people management & staff training
  • Call centre operation experience

Timeline

Team Leader (Secondment)

Insignia Financial
06.2024 - 09.2024

2IC, PLUM Payments Team

Insignia Financial
01.2022 - 01.2025

Client Solutions Specialist, PLUM Superannuation

Insignia Financial
05.2019 - Current

Casual, Advancement Portfolio

Deakin University
07.2014 - 04.2019

Tutor

KUMON Pascoe Vale Education Centre
04.2013 - 01.2015

Intern, Office of the Vice-President Advancement

Monash University
06.2010 - 06.2010

Bachelor of Business Management -

RMIT University
ISHAYAT ZAHID