Jarrod Ferk-Withers
Ipswich
Summary
Operations Officer skilled in organizing and coordinating office administration to support organizational effectiveness, operational excellence and office safety. Thrives in fast-paced environment and accomplishes tasks with minimum supervision and eagerness to go above and beyond.
Overview
3
3
years of professional experience
Work History
Advice Operations Officer
Australian Retirement Trust
08.2022 - Current
- Management of the Advice teams appointments
- Delivery of workforce planning functions including the development and implementation of Adviser appointment schedules.
- Administration activities to support the delivery of financial advice, including dispatch of advice documents and assisting with file preparation.
- Coordinating incoming and outgoing written client communication.
- Administering all client interaction systems, including calendars and inboxes.
- Identifying opportunities of strategic business improvement and assisting with the delivery of process enhancements that improve overall business outcomes.
- Acting as the primary contact for all advice booking enquiries across the Australian Retirement Trust Group and working with Member Services to support effective triaging of advice appointments.
- Assisting with operational reporting and data management.
Member Services Officer
Australian Retirement Trust
08.2021 - 08.2022
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- To take ownership of and resolve customer enquiries and communications including those requiring referral to other services, agencies, stakeholders and organisations by providing assistance, advice and information.
- To identify customer needs and expectations, to deliver service requests, ensuring the customer receives an effective service by being efficient, knowledgeable and consistent in delivery, with the objective of achieving first contact resolution.
- Collaborated with other departments when necessary, ensuring seamless support for customers across multiple areas.
Education
Bachelor of Commerce -
University of New England
Online2028
Diploma of Financial Planning -
Monarch Institution
Online2021
Queensland Certificate of Education -
Upper Coomera State College
Upper Coomera2016
Skills
- Staff training/development
- Operational Efficiency
- System Development
- Process Improvement
- Data Management
- Risk Minimisation
Timeline
Advice Operations Officer
Australian Retirement Trust
08.2022 - Current
Member Services Officer
Australian Retirement Trust
08.2021 - 08.2022
Bachelor of Commerce -
University of New England
Diploma of Financial Planning -
Monarch Institution
Queensland Certificate of Education -
Upper Coomera State College
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