Louay Mehieddine
Sydney,NSW
Summary
Diligent and forward-thinking finance professional with a solid academic foundation from The University of Sydney, graduating with a Bachelor of Commerce (Finance and Banking). Over two years of hands-on experience in the financial services industry, with financial administration roles in superannuation and operations management, as well as client relations. Demonstrated capability in financial and data analysis, risk management, and client relations. Seeking a challenging role within the finance and banking sector to further harness skills and contribute to a firm's growth.
Overview
4
4
years of professional experience
Work History
Client Relations Consultant
MUFG Pension and Market Services.
09.2023 - Current
- Return phone calls and emails to clients within 24-hour period for speedy and effective resolutions to issues.
- Developed strong relationships with key stakeholders, fostering trust and loyalty among clients.
- Responded to clients concerns with friendly, knowledgeable service, and resolved issues quickly to deliver prompt service.
- Managed high-value accounts, ensuring exceptional service delivery and exceeding customer expectations.
Superannuation Administrator
MUFG Pension and Market Services.
02.2022 - 09.2023
- Streamlined superannuation administration processes by implementing efficient software solutions including Microsoft Excel.
- Increased operational efficiency through continuous improvement initiatives in the administration process.
- Expertly managed and processed Defined Benefits contributions for notable clients, including Westpac, Active Super, and Aware Super.
- Assured accurate processing of receipts and refunds, confirming all financial transactions aligned with client expectations.
- Completed monthly Governance, Risk, and Compliance (GRC) tasks about client's information, ensuring they meet government regulations.
Operations Management Administrator
MUFG Pension and Market Services
11.2021 - 02.2022
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Successfully managed shareholder queries and issues for top-tier clients like Westpac, Commonwealth Bank and Macquarie Group.
- Assured accurate data entry concerning shareholders' and clients' financial information using Microsoft Excel.
- Worked closely with the Operations Management team, ensuring a smooth workflow even during peak work volume, with a consistent record of client query resolution.
Finance Administrator
ALMAJD Constructions
11.2020 - 11.2021
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Effectively managed financial records for major projects through the effective utilisation of Microsoft Excel.
- Organised and maintained project files, contracts, permits, and other documentation, ensuring accuracy, completeness, and compliance with regulatory requirements.
- Assisted in budget preparations for future projects as well as developed financial forecasts and tracking financial status.
Education
Bachelor of Commerce - Finance And Banking
University of Sydney
Sydney, NSW07.2024
Skills
- CRM Software
- Customer Relations
- Problem-Solving
- Financial Analysis
- Financial Services
- Fundamental Analysis
- Banking
- Risk Assessment
- Microsoft Excel
Relevant Skills
- Financial Analysis with great proficiency in Microsoft Excel.
- Administrative skills with a critical attention to detail.
- Strong communicative skills with clients, effectively communicating financial jargon to those outside of the finance sector.
- Data driven financial decision making.
- Asset Allocation Management.
Timeline
Client Relations Consultant
MUFG Pension and Market Services.
09.2023 - Current
Superannuation Administrator
MUFG Pension and Market Services.
02.2022 - 09.2023
Operations Management Administrator
MUFG Pension and Market Services
11.2021 - 02.2022
Finance Administrator
ALMAJD Constructions
11.2020 - 11.2021
Bachelor of Commerce - Finance And Banking
University of Sydney
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