Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Jessica Gjermek

Bacchus Marsh,VIC

Summary

Driven and highly adaptable with keen eye for detail, bringing solid foundation in project management and hands-on problem-solving skills. Proficient in understanding complex blueprints and ensuring compliance with safety regulations. Committed to delivering high-quality work and contributing to successful project outcomes.

Overview

16
16
years of professional experience

Work History

Self Employed Contractor (Financial Planning)

Various
01.2024 - Current
  • Delivered high-quality work on time and within budget, earning positive feedback from clients.
  • Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
  • Managed multiple projects simultaneously while maintaining strict adherence to deadlines and budgets.
  • Coordinated timely delivery of materials and resources to job sites, preventing delays in project timelines.
  • Established long-term relationships with clients, resulting in increased repeat business.

Key Account Manager

Iress
08.2021 - Current
  • Responsible for onboarding new clients, revenue retention, and continuing growth of both new and existing clients
  • Working with clients to develop their own strategic roadmap, based on their strategic direction, and capitalising on opportunities to partner with them
  • Understanding when to engage other teams at Iress, including consultants, product specialists and senior management, to deliver a required solution and/or level of service to the client
  • Having a thorough knowledge of clients’ business, both strategically and operationally, including their requirements and expectations of the software, translating these into tangible value and business solutions
  • Required to effectively demonstrate Xplan products and solutions, as well as knowing whether they might be suitable or not for a client
  • Having a sound understanding of current events that affect the financial services industry, and how our software can help clients tackle the hurdles they face due to changes
  • Encouraging clients to understand the infrastructure of the software they use, and how to think about the macro and micro uses of it, to maximise efficiency
  • Manage client complaints in an effective manner and deal with escalated issues

Xplan Advice Technology Consultant

UniSuper
03.2018 - 03.2019
  • Collaborated with the Xplan data feed project team on testing delta files and data cleansing prior to go live
  • Supported 150 Xplan end users including training, support triage, enhancement and template rollout

Operations Manager

APW Partners
05.2015 - 03.2018
  • Created processes and trained both the Melbourne and Sydney offices to use Xplan & Adviser Logic efficiently for the purposes of issuing advice, keeping accurate compliance records & data control
  • A member of the executive management team and responsible manager committee to oversee compliance audits
  • Serviced a network of 80-100 HNW client across Melbourne & Sydney from a paraplanning perspective

Senior Client Service Administrator

netwealth Investments & Superannuation
10.2013 - 05.2015

Team Leader, Office Support

netwealth Investments & Superannuation
09.2011 - 10.2013

Office Manager (Traineeship)

SpecAir
07.2009 - 07.2011

Education

Certificate IV - School Based Education Support

Phillips Institute
Online

Online Course - Financial Services / Public Speaking

Sandler Training
01.2021

Diploma - Financial Planning

Monarch Institute
Melbourne
01.2015

Diploma - Management

Monarch Institute
Melbourne
01.2014

Diploma - Business

Monarch Institute
01.2014

Certificate IV - Financial Services

Talent2
Melbourne
01-2012

Certificate III - Business Administration

CTCS
Melbourne, VIC
01.2010

Certificate II - Business Administration

Ballarat University
Ballarat
01.2009

Year 12 VCE -

Bacchus Marsh College
01.2009

Skills

  • Superannuation
  • Advice industry
  • Legislation
  • Xplan CRM
  • MS Suite
  • Google Suite
  • Adobe
  • Miro
  • Jira
  • Zoom
  • Umbraco
  • Acurity
  • Attention to detail
  • Client relationship building
  • Desktop support
  • Operations management
  • Team motivation
  • Client relationship management
  • Team supervision
  • Front office support
  • Exceptional communication
  • Problem-solving
  • Planning and implementation

Websites

Timeline

Self Employed Contractor (Financial Planning)

Various
01.2024 - Current

Key Account Manager

Iress
08.2021 - Current

Xplan Advice Technology Consultant

UniSuper
03.2018 - 03.2019

Operations Manager

APW Partners
05.2015 - 03.2018

Senior Client Service Administrator

netwealth Investments & Superannuation
10.2013 - 05.2015

Team Leader, Office Support

netwealth Investments & Superannuation
09.2011 - 10.2013

Office Manager (Traineeship)

SpecAir
07.2009 - 07.2011

Year 12 VCE -

Bacchus Marsh College

Certificate IV - School Based Education Support

Phillips Institute

Online Course - Financial Services / Public Speaking

Sandler Training

Diploma - Financial Planning

Monarch Institute

Diploma - Management

Monarch Institute

Diploma - Business

Monarch Institute

Certificate IV - Financial Services

Talent2

Certificate III - Business Administration

CTCS

Certificate II - Business Administration

Ballarat University

Similar Profiles

CREATE PROFILE
Jessica Gjermek