Leon Valusaga
Marsden,QLD
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
12
12
years of professional experience
Work History
Financial Adviser Back Office Support
Sycon Wealth
Red Hill, QLD
02.2018 - Current
- Helped senior staff carry out daily facility operations, set schedules and meet customer requirements.
- Offered input on key decisions and strategic plans, evaluating ongoing program data.
- Worked closely with other departments on special projects.
- Ensured data entry accuracy while entering customer information into company databases.
- Assisted with the daily operations of the back office by organizing, filing and distributing documents.
- Assisted management in making important decisions by collecting, organizing, and modeling data.
- Researched discrepancies on customer accounts to resolve any billing issues quickly and effectively.
- Responded to client queries and maintained strong relationships with vendors.
- Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
- Implemented procedures that improved operational efficiency within the back office environment.
- Identified internal problems and recommended solutions to upper management.
- Created and initiated performance goals and benchmarks.
- Organized and filed important company documents, spreadsheets and reports.
- Monitored inventory levels and ordered new supplies to prevent shortages.
- Analyzed financial statements on a regular basis to identify potential discrepancies or errors.
- Cross-trained staff members in multiple areas of responsibility within the back office department.
- Managed back office workflow processes including document preparation, scanning and archiving activities.
- Assisted in resolving problems or disputes that arose between customers and vendors during transactions.
- Answered work phones and routed correspondence to correct parties.
- Worked with users and support teams to troubleshoot reported problems.
- Answered incoming calls from customers and responded to inquiries in a professional manner.
- Assisted with training of new employees, offering constructive feedback on completion of job tasks.
- Actively participated in continuous process improvement initiatives designed to increase productivity and reduce costs within the back office function.
- Sorted and distributed incoming faxes, letters and emails for office distribution.
- Detailed operations activities by producing and distributing high-quality reports.
- Planned routine operations and special projects under direction of operations manager.
- Handled incoming calls and directed callers to appropriate department or employee.
- Troubleshot equipment problems, performed preventative maintenance and scheduled needed repairs.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Responded to customer issues to provide immediate resolution and improve retention.
- Generated reports regarding customer sales, inventory levels, and other related data as requested by management team members.
- Directed clients and guests to correct departments, rooms, and staff members.
- Performed data entry tasks such as inputting purchase orders into the system, verifying product codes against invoices and updating customer profiles.
- Developed materials for onboarding and team-building sessions.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
- Maintained updated knowledge through continuing education and advanced training.
- Completed day-to-day duties accurately and efficiently.
- Identified needs of customers promptly and efficiently.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Financial Adviser Back Office Support
Catalyst
Hendra , QLD
07.2017 - 01.2018
- Understood and followed oral and written directions.
- Maintained updated knowledge through continuing education and advanced training.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Planned and completed group projects, working smoothly with others.
- Assisted with customer requests and answered questions to improve satisfaction.
- Identified needs of customers promptly and efficiently.
- Completed day-to-day duties accurately and efficiently.
- Recognized by management for providing exceptional customer service.
- Leveraged [Software] skills to input and compile data gathered from various sources.
Forklift Operator/Factory Worker
Coil Steels
Larapinta, QLD
01.2017 - 06.2017
- Scheduled or performed needed maintenance on equipment to promote longevity of use.
- Operated powered industrial trucks in accordance with OSHA regulations.
- Prepared finished stock for shipment by identifying, pulling and packing product.
- Unloaded delivery trucks with product by hand or utilizing lift-gate truck when needed.
- Reported any damages or malfunctions of equipment immediately to supervisor and manager.
- Inspected lifts before use to prevent damage to goods.
- Assisted in the loading and unloading of goods from trucks, containers and railcars using forklift.
- Secured loads on pallets to minimize damage and worker injuries.
- Picked up warehouse debris and deposited waste into appropriate piles and stacked baled trash.
- Unloaded incoming items from trucks and rail cars and transported materials to staging area.
- Loaded pallets onto trailers for shipment.
- Reported safety and quality issues to management.
- Squared stacked displayed materials for safe and orderly conditions.
- Inspected loads prior to lifting to determine weight distribution and stability.
Factory Hand
Interleisure
Underwood, QLD
01.2015 - 12.2016
- Performed routine maintenance and cleaning of factory equipment.
- Utilized various tools such as wrenches, screwdrivers, and hammers when required.
- Organized finished products and materials for storing, shipping and processing.
- Organized project components according to workflow.
- Packaged finished products by following organizational procedures to streamline shipping process.
- Inspected finished products for defects or inconsistencies.
- Wrapped items, placed in boxes and added proper labeling to prepare for shipment.
- Organized workstations and ensured adequate supplies were available at all times.
- Adhered to company policies regarding safe handling of hazardous materials.
- Loaded and unloaded raw materials onto machines for processing.
- Inspected and repaired products to meet project expectations.
- Cleaned and organized work areas and maintained tools and equipment.
- Counted number of finished products to confirm accurate completion of work orders.
- Sorted and packaged products to prepare for processing or shipment.
- Tracked counts of work cycles for accuracy.
- Oversaw machine operations to check for malfunctions, broken parts and glitches to prevent work interruptions.
- Reported any issues with machinery or production processes to supervisors.
- Provided assistance in troubleshooting complex issues with machinery.
- Maintained neat, organized and clean work areas to avoid safety concerns or production delays.
- Stored tools in correct areas to maintain safe and organized workstations.
- Examined final products for conformance with quality and design standards.
- Loaded and unloaded items from machines and conveyors.
- Adjusted machine settings as needed to ensure optimal performance.
- Recorded production details and accurately entered data into computerized systems.
- Collaborated with other team members on projects and tasks as needed.
- Promoted worksite safety by adhering to OSHA requirements and resolving hazards.
- Maintained accurate records related to production output and quality control measures.
- Moved items between machines, conveyors and transport equipment to meet production needs.
- Followed instructions from supervisors regarding daily tasks and assignments.
- Set up and tended equipment with machine operators to complete runs.
- Met or exceeded target for on-time customer shipments.
- Stacked finished products onto pallets for storage or distribution purposes.
- Completed measurements, layouts and job site preparation to reduce downtime.
- Maintained schedule of class assignments to meet deadlines.
- Prioritized and organized tasks to efficiently accomplish service goals.
Excavator Operator/Laborer
Action Metal Recyclers
Coopers Plains , QLD
01.2012 - 12.2014
- Loaded earth, debris and rubble onto trucks and conveyors for removal from construction site.
- Confirmed adherence to safety protocols by team members and followed strict measures to avoid accidents and injuries.
- Loaded and moved dirt, rocks, equipment and materials.
- Maintained equipment on-site with regular maintenance and repairs.
- Worked in close proximity to other workers while operating machinery safely and efficiently.
- Observed potential hazards and obstructions to maximize safe working conditions.
- Moved materials over short distances on work sites to carry out orders.
- Operated heavy equipment in compliance with company's operating safety policies and procedures.
- Operated excavator to dig trenches, footings and foundations for new construction projects.
- Coordinated machine operations with other site personnel to keep materials moving smoothly and prevent accidents.
- Followed company policies by performing thorough equipment inspections prior to and after each shift.
- Transported materials from one job site to another using a lowboy trailer or dump truck.
- Performed daily maintenance checks of excavator such as fluid levels, hoses, belts and filters.
- Kept records of material or equipment usage and completed entries in production logs.
- Controlled operation of heavy power machinery to complete on-site work.
- Regulated speed and direction of loader or dozer.
- Maintained schedule of class assignments to meet deadlines.
- Identified needs of customers promptly and efficiently.
- Understood and followed oral and written directions.
- Maintained updated knowledge through continuing education and advanced training.
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked with cross-functional teams to achieve goals.
- Loaded or unloaded building materials to distribute machinery or tools.
- Operated equipment with strong focus on safety and ground communication.
- Lubricated, cleaned or repaired machinery or equipment.
- Operated pallet jacks and forklifts to load and unload supplies and materials.
- Collaborated with team members to complete assigned tasks and meet tight deadlines.
- Displayed high standards for quality workmanship and routinely double-checked work.
- Operated and maintained a variety of equipment including hand and power tools.
- Loaded materials and tools into vehicles and unloaded upon arrival at jobsites.
- Cleaned work area after job completion ensuring all debris is properly disposed of.
- Completed variety of physical labor tasks.
- Performed physical activities requiring heavy lifting, walking and standing for long periods of time.
- Ensured that all personal protective gear was worn at all times while on the job site.
- Loaded and unloaded daily material shipments, keeping products organized and secure to prevent damage and optimize handling.
- Understood how to operate and maintain job site equipment safely and for maximum productivity.
- Demonstrated best safety practices working at heights and lifting various objects.
- Lubricated and cleaned machinery and tools.
- Performed demanding physical work over extended periods and modeled positive attitude.
- Met company and OSHA safety guidelines for work site operations to minimize worker risk.
Education
Certificate IV in Finance & Mortgage Broking - Finance
Kaplan Professional
Spring Hill, QLD01-2023
Diploma - Financial Planning
Monarch Institute
Melbourne, VIC01-2021
Diploma Of Business Foundations - Business
University Of Southern Queensland
Toowoomba, QLD04-2018
Certificate III & IV In Fitness - Health And Physical Fitness
Human Performance Centre
Broadbeach, QLD03-2014
Certificate II In Business - Business
Career Employment Australia Inc
Coorparoo, QLD11-2006
Skills
- Research
- Leadership
- Microsoft Word
- Analytical Thinking
- Time Management
- Quality Assurance
- Organization
- Data Entry
- Troubleshooting
- Customer Relations
- Active Listening
- Verbal Communication
- Teamwork and Collaboration
- Financial Planner Certified
- Finance & Mortgage Broker Certified
- Health & Fitness Certified
Languages
Samoan
Professional
References
References available upon request.
Timeline
Financial Adviser Back Office Support
Sycon Wealth
02.2018 - Current
Financial Adviser Back Office Support
Catalyst
07.2017 - 01.2018
Forklift Operator/Factory Worker
Coil Steels
01.2017 - 06.2017
Factory Hand
Interleisure
01.2015 - 12.2016
Excavator Operator/Laborer
Action Metal Recyclers
01.2012 - 12.2014
Certificate IV in Finance & Mortgage Broking - Finance
Kaplan Professional
Diploma - Financial Planning
Monarch Institute
Diploma Of Business Foundations - Business
University Of Southern Queensland
Certificate III & IV In Fitness - Health And Physical Fitness
Human Performance Centre
Certificate II In Business - Business
Career Employment Australia Inc
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