Summary
Overview
Work History
Education
Skills
Proficiencies
Affiliations
Accomplishments
References
Timeline
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James Mahoney

James Mahoney

Sydney,NSW

Summary

Results-oriented professional in the financial services industry, equipped with a diverse educational background that enhances problem-solving capabilities. Demonstrates strong analytical skills and adaptability in addressing industry challenges with innovative solutions. Proven ability to excel both independently and collaboratively, leveraging teamwork to refine ideas and achieve superior outcomes.

Overview

4
4
years of professional experience

Work History

Team Leader

Ord Minnett
12.2022 - 03.2025
  • MANAGING A TEAM OF 12 DIRECT REPORTS TASKED WITH COMPREHENSIVE ONBOARDING, MAINTENANCE, PRODUCT CUSTOMISATION AND PAYMENT ARRANGEMENT DUTIES
  • IDENTIFYING AREAS FOR PROCESS IMPROVEMENTS AND IMPLEMENTING STRATEGIES TO STREAMLINE OPERATIONS AND REDUCE COSTS
  • ENSURE ALL OPERATIONS ARE COMPLIANT WITH INDUSTRY REGULATIONS, COMPANY POLICIES, AND INTERNAL CONTROLS
  • COLLABORATE WITH CROSS-FUNCTIONAL TEAMS TO IMPLEMENT NEW INITIATIVES, PRODUCTS, OR SERVICES
  • PARTICIPATE IN STRATEGIC PLANNING SESSIONS TO DEVELOP LONG-TERM GOALS AND INITIATIVES THAT ALIGN WITH COMPANY OBJECTIVES
  • TRACK PROGRESS, IDENTIFY RISKS, AND PROVIDE REGULAR STATUS UPDATES TO STAKEHOLDERS
  • FRONTING RISK ASSESSMENT OF POTENTIAL COMMERCIAL OPPORTUNITIES
  • MANAGING CROSS TEAM PROJECT DEVELOPMENT
  • CONSTANTLY EVOLVING TASK REMIT AS BUSINESS DEMANDS EXPAND INCLUDING DATA REMEDIATION, OVERSEEING CUSTOMER BASE INTEGRATION FOLLOWING M&A, DYNAMIC TEAM DEVELOPMENT FOR NEW PRODUCT OFFERING SUPPORT ETC

Client Service Officer

Ord Minnett
03.2022 - 12.2022
  • PROCESSING CUSTOMER FINANCIAL PRODUCT REQUESTS BASED ON SPECIFIC FINANCIAL STANDINGS
  • COLLABORATING WITH FINANCIAL ADVISERS TO CREATE PRODUCT SOLUTIONS THAT MAXIMISE CLIENT SATISFACTION
  • WORKING COLLABORATIVELY TO ENSURE THE TEAM FOLLOWS INDUSTRY REGULATIONS, COMPANY POLICIES, AND INTERNAL CONTROLS

Outreach Officer

Menu Logistics
Dubai
04.2021 - 12.2021
  • EXPLORING AVENUES OF POSSIBLE BUSINESS STREAMS
  • FIELDING FEEDBACK FROM CLIENTS ON AN ONGOING BASIS AND REFERRING IMPROVEMENT IDEAS TO THE DIRECTORS
  • FACILITATED INVOICING AND ACCOUNTS PAID MONTHLY

Education

Masters of Applied Finance -

The University of New South Wales
Sydney
10-2026

Bachelor of International Relations -

The University of Sydney
Sydney
01-2024

High School Diploma -

The Scots College
Sydney, NSW
01-2017

Skills

  • Leadership
  • Problem-solving
  • Regulatory compliance
  • Client relationship management
  • Project management
  • Effective communication
  • Risk assessment
  • Analytical thinking
  • Teamwork and collaboration
  • Verbal and written communication

Proficiencies

  • Excel
  • Powerpoint
  • Word
  • Canva
  • AI Interfaces

Affiliations

  • Social Secretary at Wesley College 2019
  • School colours for achievements in Rowing

Accomplishments

  • Promoted to Team Lead within 9 months at current employer due to outstanding aptitude
  • Implemented and enforced a mandated reduction of printed correspondence resulting in significant business savings
  • Orchestrated and oversaw the successful amalgamation of cliental merge from a merger with another large domestic full service broker

References

References available upon request.

Timeline

Team Leader

Ord Minnett
12.2022 - 03.2025

Client Service Officer

Ord Minnett
03.2022 - 12.2022

Outreach Officer

Menu Logistics
04.2021 - 12.2021

Masters of Applied Finance -

The University of New South Wales

Bachelor of International Relations -

The University of Sydney

High School Diploma -

The Scots College

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James Mahoney