Katy Bramich
Financial Planning Assistant
Adelaide,SA
Summary
I am looking to continue my career within the financial planning/super fund environment.
I have strong communication and listening skills with the ability to build rapport and trust with clients and colleagues.
I am adaptable to change and enjoy working as part of a team to achieve goals and targets.
Overview
31
31
years of professional experience
Work History
Advice Implementation Specialist
Aware Super - Canberra ACT
11.2022 - 11.2023
- Supporting financial planners with administration and operational requirements, with the core focus being implementation of advice
- Responsible for providing superior service to advice fee clients
- Setting of realistic timeframes and expectations with clients through implementation process
- Providing factual advice to clients
- Pre-verifying transactions completed and correct prior to processing and following up outstanding items as required
- Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service
Client Service Officer
Aware Super - Canberra ACT
01.2020 - 11.2022
- Appointment bookings and calendar management for financial planners
- Lodgement and follow up of client investments
- Collating, reviewing and processing client transactions
- Investigated and resolved customer inquiries and complaints quickly
- Communicated with clients regarding super accounts, contributions, statements,returns and balances
Client Service Officer
McPherson & Associates Pty Ltd - Brisbane QLD
05.2018 - 10.2019
- Preparation and editing of Statements of Advice and annual reviews
- Lodgement and follow up of client applications and transactions
- Preparation of portfolio valuation and asset allocation reports for client meetings
- Drafting of portfolio recommendations
- Responsible for administration and processing of client annual ASIC payments
- Preparation of client invoices through MYOB
- Lodgement of client tax returns through Reckon
- Monitoring ATO portal for taxation clients
Financial Planning Assistant
Telstra Super Financial Planning - Brisbane QLD
05.2017 - 12.2017
- Provided financial planning support to the Brisbane office of Telstra Super Financial Planning under a short-term contract
Financial Planning Support
Telstra Super Financial Planning - Adelaide SA
04.2004 - 12.2016
- First point of contact for members by phone, email or face to face
- Provided quality administrative support to financial planners
- Organisation of financial planner travel and accommodation
- Prepared reports, quotes and implementation applications ahead of member meetings
- Assisted with implementation of advice and monitored member transactions
- Managed and prioritised workflow tasks
- Responsible for checking and coding of all invoices, including AMEX accounts
- Provided administrative support to state and area managers
- Fire Warden and OH&S representative
Client Service Officer
Patrick Whelan Financial Services - Adelaide SA
07.1997 - 04.2004
- Supported team of financial advisers and practice manager to maintain client database and recruit new clients
- Prepared implementation paperwork and liaised with external fund managers
- Dealt with Centrelink on behalf of clients and completed pension applications
- Monitored and completed outstanding requirements for completion of new business
- Made pro-active calls to potential new or lost clients
- Maintained client records and data and completed portfolio reviews
Personal Assistant
National Australia Bank - Wagga Wagga NSW
01.1993 - 06.1997
- Oversaw financial planner calendars and coordinated appointments for trips and meetings to rural bank branches
- Provided general administrative support
- Contacted bank referrals and followed up on client queries
- Liaised with bank branches and external referees
- Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business
References Available
Available on request.
Values And Skills
- RG 146 Superannuation (ASFA)
- Xplan, COIN and MidWinter experience
- Excellent client service skills, orientation and focus
- Able to meet deadlines under pressure
- Outstanding organisational and time management skills
- Ability to multi-task and meet new challenges with an open mind
- Calm demeanour
- High level of written and verbal communication skills
- Responsible and motivated with a proven track record
Timeline
Advice Implementation Specialist
Aware Super - Canberra ACT
11.2022 - 11.2023
Client Service Officer
Aware Super - Canberra ACT
01.2020 - 11.2022
Client Service Officer
McPherson & Associates Pty Ltd - Brisbane QLD
05.2018 - 10.2019
Financial Planning Assistant
Telstra Super Financial Planning - Brisbane QLD
05.2017 - 12.2017
Financial Planning Support
Telstra Super Financial Planning - Adelaide SA
04.2004 - 12.2016
Client Service Officer
Patrick Whelan Financial Services - Adelaide SA
07.1997 - 04.2004
Personal Assistant
National Australia Bank - Wagga Wagga NSW
01.1993 - 06.1997
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