Jeena Laghu
Mornington
Summary
Dedicated client solutions specialist along with the knowledge of administration to provide quality care for ultimate customer satisfaction. Dedicated to identifying customer needs and delivering effective solution to all problems. Skilled in managing multiple priorities while maintaining a keen eye for detail. Excellent communication and interpersonal skills to effectively interact with team members and clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Solutions Specialist
Insignia Financial
09.2022 - Current
Assisting clients, advisers and employers with various superannuation and insurance queries through calls as well as web messaging to help secure the member’s financial future. Perform administrative tasks such as updating third-party authority, beneficiary, personal details, member annual review and sending correspondence to general queries.
Online Personal Shopper
Woolworths
05.2019 - Current
Picking orders for customers. Making sure all articles are in correct order. Dispatching orders. Serving customers in direct-to-boot and making sure they are satisfied with the service.
Tax Consultant and Bookkeeper
Premiere Tax & Bookkeeping
06.2022 - 12.2022
Lodging tax return for clients. Recording client’s details for the purpose of taxation, bookkeeping, cost-effective accounting.
Education
Master in Business (Accounting) -
Victoria University
Sydney, NSW07.2018
Bachelor in Business Administration -
Tribhuvan University
Nepal08.2015
Skills
- Exceptional superannuation and insurance industry knowledge
- Administrative skills
- Strong communication skills
- Experienced in working individually and as a part of a multidisciplinary team
- Exceptional time management skills
- Quick learner
- Able to multitask efficiently, handling variety of responsibilities at the same time
Certification
RG 146 certified (Generic Knowledge, Superannuation, Life Insurance, Securities, Financial Planning and Managed Investments)
Accounting Professional Year Program
Accountants Resource Centre, Sydney
Diploma in Leadership and Management
Wall Street College, Hobart
Timeline
Client Solutions Specialist
Insignia Financial
09.2022 - Current
Tax Consultant and Bookkeeper
Premiere Tax & Bookkeeping
06.2022 - 12.2022
Online Personal Shopper
Woolworths
05.2019 - Current
Master in Business (Accounting) -
Victoria University
Bachelor in Business Administration -
Tribhuvan University
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