Jamie Pattison
Summary
A current final year law student, intending to complete a Diploma of Financial Planning in 2024. I am seeking to build a strong career base in the financial services industry with an ambition to become a financial advisor.
Overview
3
3
years of professional experience
Work History
Client Solutions Specialist
Insignia Financial
11.2022 - 05.2023
- Followed up on client interactions to maintain customer communication and successfully close resolved issues.
- Kept accurate records of client interactions to be used for training, quality assurance and future reference.
- Learned and followed customer service policies and procedures to meet organizational and industry standards.
- Identified and reported trends in client complaints to improve products and prevent future complaints.
- Maintained high degree of technical capability using a variety of software including Salesforce.
Volunteer Legal Assistant
Tasmania Refugee Legal Service
12.2021 - 07.2022
- Assisted the principal lawyer with various administrative tasks.
- Communicated with clients, often with regard to sensitive and distressing topics
- Drafted forms for submission by principal lawyer, specifically forms 956, 80 and Immi forms
- Took detailed notes during meetings between the principal lawyer and clients.
Centre Administrator / Head Coach
Eastside Squash Centre
01.2021 - Current
- Organised tournaments and social events and coaching both beginner and elite level players
- Organised social and sporting events
- Invoiced customers and ensured appropriate payments have been made
- Established and liaised with potential and continual sponsors
- Introduced and retained new members
- Co-ordinated Tasmanian State Team Training Camps and tournaments with upwards of 100 people.
Education
Bachelor of Laws -
University of Tasmania
11.2023
Skills
- Microsoft Office
- Quality Control
- Staff Training
- Prioritization
- Managing Multiple Tasks
- Critical Thinking
- Problem Solving
Timeline
Client Solutions Specialist
Insignia Financial
11.2022 - 05.2023
Volunteer Legal Assistant
Tasmania Refugee Legal Service
12.2021 - 07.2022
Centre Administrator / Head Coach
Eastside Squash Centre
01.2021 - Current
Bachelor of Laws -
University of Tasmania
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