Jade Kercheval
Bendigo,VICTORIA
Summary
I am driven by a desire to understand, support and educate people and help them achieve their financial goals. I am a confident communicator with a love of spreadsheets and a thirst for knowledge. My experience is diverse and extensive, I have included just some of the key professional roles that provide insights into professional competencies that speak to my skills and expertise.
Overview
19
19
years of professional experience
Work History
FINANCE AND PAYROLL MANAGER
Mercy Education
10.2022 - 07.2023
- Calculated deductions and processed payroll for employees.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Investigated payroll variances
- Reviewed records for 230+ employees
- Monitored and updated employee information including changes in salary, bonuses and deductions.
- BAS
- Balance sheet and reconciliations
- Creditor and debtor management
- Negotiate payment plans and concessions
PREPAID FUNERAL CONSULTANT
Mulqueen Family Funerals
03.2018 - 10.2022
- Supported clients in making funeral arrangements
- Delivered outstanding post funeral service to clients
- Prepare prepaid funeral contracts, applications and investment
- Make funeral bond claims on behalf on clients
- Prepare accounts, prepaid funeral fund allocation and distributions
- Debtors and creditors Including debt collection
- Trust account reconciliation
- Operational reporting
CLIENT SERVICES MANAGER
Foothills Financial Services
12.2014 - 03.2016
- Compliance reporting
- Creditor and debtor management
- Applications, rollovers and withdrawals
- PA to Director including travel, Board arrangements and event management
PARAPLANNER
Priority1 Wealth Management
03.2013 - 03.2016
- Examined financial statements and records to collect data.
- Completed investment and insurance research
- Prepare Statement of Advice
- Investment implementation
- Portfolio remodelling
- Applications, rollovers and withdrawals
- Maintain XPLAN database
- Prepare client reviews
CLIENT SERVICES ADMINISTRATOR
Integrity Financial Planners
10.2010 - 08.2012
- Statement of Advice implementation
- Portfolio management
- Prepare client reviews
CLIENT SERVICES ADMINISTRATOR
The Field Group – Financial Planning
09.2008 - 10.2010
- Statement of Advice implementation
- Portfolio management
- Prepare client reviews
- Client Services
Sales Support Administrator
Perpetual Private Clients
09.2004 - 06.2008
- Communicated progress of monthly and quarterly pipelines to sales teams.
- Organised spaces, materials and catering support for internal meeting and client-focused Seminars
- Coordinated staff and client end of year events
Education
Bachelor of Business Major in Financial Planning
Swinburne Institute of Technology
2025
Advanced Diploma of Financial Planning
International Institute of Technology
2020
Diploma of Financial Planning
International Institute of Technology
2017
Skills
- XPLAN
- Microsoft Suite
- Synergetic
- MicroPay
- Xero
- Handisoft
- Strong Communicator
- Professional attitude
- Social Intelligence
- Cultural awareness
- Problem solving
- Quick learner
Timeline
FINANCE AND PAYROLL MANAGER
Mercy Education
10.2022 - 07.2023
PREPAID FUNERAL CONSULTANT
Mulqueen Family Funerals
03.2018 - 10.2022
CLIENT SERVICES MANAGER
Foothills Financial Services
12.2014 - 03.2016
PARAPLANNER
Priority1 Wealth Management
03.2013 - 03.2016
CLIENT SERVICES ADMINISTRATOR
Integrity Financial Planners
10.2010 - 08.2012
CLIENT SERVICES ADMINISTRATOR
The Field Group – Financial Planning
09.2008 - 10.2010
Sales Support Administrator
Perpetual Private Clients
09.2004 - 06.2008
Bachelor of Business Major in Financial Planning
Swinburne Institute of Technology
Advanced Diploma of Financial Planning
International Institute of Technology
Diploma of Financial Planning
International Institute of Technology
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