Lana O'Connor
Melbourne,Victoria
Summary
My name is Lana O'Connor. I am 24 years old and have a strong background in business and finance. I am currently after emigrating from Ireland to Melbourne in recent weeks. I hold dual citizenship for Ireland and New Zealand, this has allowed me to become a permanent resident in Australia.
I am passionate about continuing my career in Australia.I graduated from university in 2022, attaining a level 8 bachelor's degree in business studies. From there onwards, I began working in administration, followed by finance. I am currently 2 exams away from becoming a fully qualified financial advisor in Ireland.
I am open to working in different business industries and enjoy experiencing new roles. Every challenge I endure is accompanied by a positive attitude and a warm smile.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Administratior
Apollo Financial Services Limited
2023.10 - 2024.03
- Prime administrator within the financial practice, working alongside highly accredited advisors and the CEO
- Leading source of contact for both ongoing clients and external investment companies
- Managing applications primarily focused on pensions and the submission of such requests to the designated investment companies
- Assistant to the CEO, delivering weekly updates of their potential and current clientele; communicating with high network clients on their behalf; scheduling meetings and arranging any additional requests
- Maintaining a weekly pipeline for all advisors within the company and uploading relevant notes and correspondences from my daily follow ups.
- Answered central telephone system and directed calls accordingly.
- Corresponded with clients through email, telephone, or postal mail.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Mortgage Administrator
Brokers Ireland Mortgages
2022.08 - 2023.10
- Package & process mortgage applications on behalf of mortgage brokers, for submission to Lenders
- Assist and recommend brokers when choosing a suitable lender for their clients
- Analyze applicant assets and credit history to determine willingness and capacity to repay proposed mortgage obligation.
- Maintained strong relationships with clients, providing ongoing support throughout the mortgage process.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Entered and maintained departmental records in company database.
STORE /DELI ASSISTANT
Maxol
2022.02 - 2022.08
- Communicating and serving ongoing customers
- Actively listening and reporting to managers
- Opening and closing the store
- Daily processing of customer transactions
- Promoting store offers
- Ensuring the store's counter is always manned
- Maintaining hot and cold deli counters
- Rotating stock.
Education
Bachelor of Business -
Dundalk Institute of Technology
Louth, Ireland09.2022
APA - Financial Advice
LIA
IrelandSkills
- Microsoft Excel Expertise
- Financial Decision Making
- Financial Analysis
- Leadership
- Customer Relations
- Attention to Detail
- Strong Communication
Certification
ECDL
Irish Drivers Licence
References
References available upon request
Hobbies and Interests
- GAA Football Captain
- Reading
- Travelling
- Baking
Timeline
Financial Administratior
Apollo Financial Services Limited
2023.10 - 2024.03
Mortgage Administrator
Brokers Ireland Mortgages
2022.08 - 2023.10
STORE /DELI ASSISTANT
Maxol
2022.02 - 2022.08
Bachelor of Business -
Dundalk Institute of Technology
APA - Financial Advice
LIA
ECDL
Irish Drivers Licence
Similar Profiles
Aishwarya PatneAishwarya Patne
HR Executive at Apollo Telehealth Services Private LimitedHR Executive at Apollo Telehealth Services Private Limited
Ansel C.S.M. LeslieAnsel C.S.M. Leslie
Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)
Cherrin ChuCherrin Chu
All Round Financial Advisor (AFA) at Convoy Financial Services Limited (HK) / OnePlatform Wealth Management LimitedAll Round Financial Advisor (AFA) at Convoy Financial Services Limited (HK) / OnePlatform Wealth Management Limited