Jessica Harris
Sydney
Summary
Solutions-focused Practice Manager with a proven ability to identify problems, simplify complexity, and implement effective, team-driven solutions. Known for building trusted client relationships, managing multiple clients seamlessly, and proactively communicating to ensure compliance and avoid penalties. Brings several years of experience in dynamic, customer-focused environments, with a strong track record in operational management, financial oversight, and staff development. Highly organised, results-driven, and motivated, with a strong work ethic, adaptability, and the ability to thrive both independently and in collaborative team settings.
Overview
24
24
years of professional experience
Work History
Practice Manager – Financial Planning
AMCO Strategic Financial Advice
03.2023 - Current
- Ensure that client files on Compass/ XPlan are updated on timely basis and notes are executed in accordance with licensee standards and best industry practices.
- Attend meetings with Principal (Initial FP’s) and draft Scope of Advice document post meeting for client approval.
- Complete research which together with the Principal, will form the basis for the external development of SOA. Liaise with External providers as required.
- Co-ordinate lodgements post SOA presentations and Reviews including related client correspondence.
- Under the guidance of the Principal, complete ROA’s and oversee Fixed Term Agreements, forming part of the reviews.
- Oversee all updates of FSG’s / assist with annual client fee reviews and broadcasts as appropriate.
- Lead the brand and marketing of AMCO as an Integrated Wealth Management Practice, including digital presence and marketing initiatives / documents, website, and social media. (Ensure licensee’s policies & privacy laws are adhered to).
- Actively support and act consistently with the guiding principles and shared values of AMCO as an Integrated Wealth Management Practice.
Client Service Officer
AMCO Strategic Financial Advice
06.2019 - 03.2023
- Build strong & trusted relationships with clients as part of the day to date correspondence / communication.
- Responding to client queries in a professional spoken and written manner.
- Ensure that client files post annual review is complete, and all action items completed.
- Maintaining systems including Compass/ Xplan in a timely manner and in accordance with licensee standards.
- Under the guidance of the Principal, generate compliant Record of Advice (ROA) documents.
- Ensure client files are maintained with required quality and standards.
- Actively support and act consistently with the guiding principles and shared values of the practice.
- Follow up client’s post Strategy Meetings in terms of Authority to proceed or close files as appropriate.
- Assist in developing the digital marketing for AMCO.
Administration Officer / Receptionist
AWD Group Pty Ltd
06.2018 - 06.2019
- Managed multiple switchboard.
- Greeted clients and suppliers.
- Processing of mail.
- Organisation of couriers/transport.
- Provide secretarial support to CEO.
- Minute taking.
- Accounts Receivables.
- Conditional Registration NSW & VIC.
- Maintain database.
- Liaise with suppliers for the provision of office materials.
- Action client information packs.
- Identify and implement process improvements.
- Manage allocation of client referrals.
- Development of client proposals.
- Event co-ordination.
- Flight and travel arrangement – domestic and international.
Client Service Advisor
MLC – Gateway
03.2014 - 06.2018
- Maintain client relationships and support client needs.
- Provide administrative support to phone-based advisors.
- Co-ordinate and manage the establishment of Insurance policies with internal stakeholders.
- Process client applications including communication of outstanding requirements.
- Maintain client database.
- Provide excellent customer service to customers in a courteous, effective and timely manner to ensure first contact resolution.
- Taking inbound calls from clients to register for seminars and other admin enquires.
- Identify and implement process improvements.
- Action client information pack requests within Service Level Agreement.
- Investigate and resolve all administration client & advisor enquiries.
- Manage generation and allocation of client referrals.
Direct Service Advisor
National Australia Bank
12.2012 - 03.2014
- Maintain client data base.
- Handle all customer inquires.
- Investigate and resolve all enquiries.
- Research required information using available resources.
- Manage and resolve customer complaints.
- Maintain client database.
- Provide excellent customer service to customers in a courteous, effective and timely manner to ensure first contact resolution.
- Investigate and resolve all enquiries.
- Promote the products and services.
- Achieve Key Performance Indicator targets to meet business goals and objectives.
Personal Assistant to Training Manager
Priority Management NSW/ACT
11.2010 - 12.2012
- Maintain/ oversee client data bases.
- Manage contract trainers.
- Development of proposals and service agreements.
- Client liaison.
- Maintaining client relationships and supporting client needs.
- Meeting deadlines both internal and external.
- Event co-ordination.
- Multiple diary management.
- Flight and travel arrangement – domestic and international.
- Mentoring/ managing of staff.
- General office and administration duties.
- Accounts payable/ receivable.
- Managing supplier relationships globally.
- Open and effective communication with all stakeholders both internal and external.
- Internal training.
- Implementation of internal processes and documents.
- Minute taking at company meetings.
Senior Sales Support Administrator
Priority Management NSW/ACT
05.2008 - 11.2010
- Maintain/ oversee client data bases.
- Manage contract trainers.
- Development of proposals and service agreements.
- Client liaison.
- Maintaining client relationships and supporting client needs.
- Meeting deadlines both internal and external.
- Event co-ordination.
- Multiple diary management.
- Flight and travel arrangement – domestic and international.
- Client reporting.
- Mentoring/ managing of staff.
- General office and administration duties.
- Accounts payable/ receivable.
- Managing supplier relationships globally.
- Open and effective communication with all stakeholders both internal and external.
- Internal training.
- Implementation of internal processes and documents.
- Minute taking at company meetings.
Administration Manager
Priority Management NSW/ACT
06.2005 - 05.2008
- Data entry and maintenance.
- Implementation of internal processes and documents (Proof and TRM).
- Training of data programs to internal staff.
- Meeting deadlines both internal and external.
- Internal training and up skilling of staff.
- General office and administration duties.
- Minute taking of management meeting.
- Client communications.
- Report template preparation, proposal, and implementation.
- Maintaining stock levels of training documents.
- Mentored staff.
Receptionist
Kencalo & Kencalo Solicitors
07.2003 - 06.2005
- Managed multiple switchboard.
- Greeted clients and suppliers.
- Processing of mail.
- Organisation of couriers.
- Internal and legal document management.
- Multiple diary management.
- Liaise with suppliers for the provision of office materials.
Receptionist
L and J Ruiters and Associates
01.2001 - 06.2003
- Managed multiple switchboard.
- Greeted clients and suppliers.
- Processing of mail.
- Organisation of couriers.
- Internal and legal document management.
- Multiple diary management.
- Liaise with suppliers for the provision of office materials.
- Accounts payable/ receivable.
- Claims Management.
Education
Working Smart -
Microsoft Outlook
01.2011
Influencing skills -
01.2010
Cert 3 -
Business
01.2007
Year 10 Certificate -
01.2000
Skills
- Time management
- Communication skills
- Presentation skills
- Report writing
- Data management
- Change implementation
- Attention to detail
- Microsoft Office proficiency
- Team adaptation
- Self-motivation
- Creativity
- Enthusiasm
- Problem identification
- Solutions-focused
- Relationship building
- Organisational skills
- Client management
References
Available upon request
Timeline
Practice Manager – Financial Planning
AMCO Strategic Financial Advice
03.2023 - Current
Client Service Officer
AMCO Strategic Financial Advice
06.2019 - 03.2023
Administration Officer / Receptionist
AWD Group Pty Ltd
06.2018 - 06.2019
Client Service Advisor
MLC – Gateway
03.2014 - 06.2018
Direct Service Advisor
National Australia Bank
12.2012 - 03.2014
Personal Assistant to Training Manager
Priority Management NSW/ACT
11.2010 - 12.2012
Senior Sales Support Administrator
Priority Management NSW/ACT
05.2008 - 11.2010
Administration Manager
Priority Management NSW/ACT
06.2005 - 05.2008
Receptionist
Kencalo & Kencalo Solicitors
07.2003 - 06.2005
Receptionist
L and J Ruiters and Associates
01.2001 - 06.2003
Working Smart -
Microsoft Outlook
Influencing skills -
Cert 3 -
Business