Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Kathy Robinson

Summary

Current Financial Adviser Assistant at Ironbark Wealth Advisers, proficient in providing comprehensive administrative service, I enjoy fostering client relationships through prompt and exceptional service. I have the accomplished ability to manage client portfolios and records with high attention to detail, ensuring compliance and confidentiality. I am an easy going individual, working well both independently and in a collaborative team environment.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Adviser Assistant

Ironbark Wealth Advisers
11.2023 - Current
  • Developed personal rapport with clients through consistent follow-up communications and assistance with financial enquiries and understanding strategies.
  • Provided prompt response to inquiries via phone or email, As well as the co-management of a shared enquiry email and PO Box.
  • Supported financial advisers in managing a diverse client portfolio, ensuring a high level of service and attention to detail.
  • Maintained strict confidentiality with sensitive client data, adhering to industry standards and regulations.
  • Facilitated new client onboarding processes and new account opening procedures as per organisational policy and compliance.
  • Facilitated client off - boarding processes and account closure procedures as per organisational policy and compliance.
  • Scheduled client appointments, reducing scheduling conflicts by closely monitoring deadlines and proactively rescheduling appointments as needed.
  • Contributed to successful client meetings by preparing detailed agendas, key meeting documents, and actioning timely follow ups.
  • Collaborated with team members, managing multiple urgent tasks and progress of projected goals, sharing crucial information and insights gained from interactions with clients to complete all tasks within deadlines.
  • High attention to detail, verifying account information and transactions to ensure accuracy in reporting while identifying potential discrepancies or issues that required resolution.
  • Performed database maintenance, updating software datafeeds when discrepancies arise.
  • Conducted fee comparisons and research of investment and insurance products based on client investment, retirement, insurance, and estate planning needs, presenting findings to advisers for consideration.
  • Drafted financial advice documents for adviser review.
  • Implemented financial strategies on behalf of clients, submitting applications, shareholding requests, rollovers and transfers, following up with external parties when needed to meet expected timeframes.
  • Experienced with accounting and wealth management software such as Xero and Xplan and experience using financial investment platforms such as Netwealth, Praemuim and Hub24.
  • Experienced using PRODA, Microsoft 365 and Outlook.

Bamara

Disability Support Worker
11.2021 - Current
  • Provided assistance in daily living activities by assisting participants of all ages with hygiene, mobility and education.
  • Transported clients safely to social activities and appointments.
  • Maintained detailed records of patient progress, documentation of services and case notes.
  • Developed partnerships with community organizations to expand services and referrals.
  • Worked with medical teams, therapists, patients and families to implement effective treatment plans.

Bamara

Financial Administrative Support
01.2023 - 11.2023
  • Experienced in scheduling meetings and rostering shifts.
  • Assisted staff members experiencing sudden circumstances, working to provide flexibility and quick thinking to fill shifts.
  • Efficient in data entry and issuing invoices, confirming details for accuracy and finalisation prior to issuing payments.
  • Processed incoming invoices and payments.
  • Managed paper and electronic filing systems by organising key documents for efficient access.
  • Managed phone and email correspondence with clients, contractors and professional service personnel to receive orders, direct activities, and communicate instructions.
  • Worked collaboratively in a team to co-ordinate and smoothly execute participant trips and training programs, preparing timetables, itineraries and presentations.
  • Experience using system software such as Outlook, Business Central and PRODA.

McDonald's

Crew Member
10.2016 - 02.2021
  • Skilled working at front counter, drive-thru and Cafe areas.
  • Excellent communication skills, both written and verbal.
  • Ability to complete tasks in an efficient and timely manner, taking orders, preparing meals, and collecting payments while providing prompt, courteous service to customers.
  • Skilled at working independently and collaboratively in a team environment to achieve sales and service KPI's.
  • Provided high quality training to new hires in areas of customer service and food preparation as per restaurant procedures, closely following all codes of conduct and regulations.
  • Resolved customer complaints to satisfaction, resulting in repeat business.

Education

Bachelor of Business -

University of Wollongong
Wollongong, NSW

Higher School Certificate -

St Johns College
Dubbo, NSW

Skills

  • Rostering and Scheduling
  • Customer Enquiries
  • Critical Thinking
  • Adaptability
  • Time Management
  • Team Collaboration
  • Relationship Building and Management
  • Developing Financial Plans
  • Documentation Skills
  • Conflict Resolution
  • Organizational Assistance
  • Business Correspondence

Certification

  • Higher School Certificate
  • Bachelor's Degree

References

Aimee Morrissey (Program Support Officer)

+61 408 968 535

Amorrissey@bamara.com.au


Simon Etcell (Bamara Team Leader)

+61 492 500 790

Setcell@bamara.com.au


Sujit Shretha (McDonald's Store Manager)

+61 410 322 581

0141@au.stores.mcd.com



Timeline

Financial Adviser Assistant

Ironbark Wealth Advisers
11.2023 - Current

Bamara

Financial Administrative Support
01.2023 - 11.2023

Bamara

Disability Support Worker
11.2021 - Current

McDonald's

Crew Member
10.2016 - 02.2021

Bachelor of Business -

University of Wollongong

Higher School Certificate -

St Johns College

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Kathy Robinson