Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Mae Hazel Sumayod

Mae Hazel Sumayod

Balga

Summary

Hardworking and passionate job seeker with strong organisational skills eager to secure entry-level accounting position. Ready to help team achieve company goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Client Service Associate

HPH Solutions
08.2023 - 04.2024
  • Provided timely responses to client inquiries via phone, email, or face-to-face interactions, delivering administrative support to financial adviser.
  • Maintained accurate client records to enable efficient tracking of account activities and ensure seamless service delivery.
  • Assisted in the execution of financial advice for new and existing clients, including: savings client information in Practifi, Box and Xplan, preparing and lodging application forms for submissions, processing administrative request such as rollovers, withdrawals, account updates, and investment trade lodgements, rebalancing model portfolios as per Record of Advice recommendations.
  • Organised client meetings and review on behalf of adviser, managing calendar invites, booking meeting rooms, confirming appointments, and rescheduling when necessary.
  • Liaised with third-party providers to gather client information and communicate changes to their financial details.
  • Engaged with clients as needed to obtain necessary information for advice implementation and provided regular updates to both clients and adviser.

Internship Student

Nexus Wealth Management
02.2022 - 05.2022
  • Prepared and managed documents, reports, and records, including scanning, binding, photocopying, printing meeting agendas, drafting meeting notes, advisory charters, and client invitation letters.
  • Liaised with third-party providers to gather and verify information's, ensuring accuracy and compliance.
  • Maintained accurate and up-to-date client records using Xplan, supporting efficient data management and retrieval.

Education

Bachelor of Commerce - Accounting And Finance

Edith Cowan University
Perth, WA
02-2022

Diploma of Commerce

Edith Cowan College
Perth, WA
02-2020

Skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Data entry proficiency
  • Teamwork
  • Time Management
  • Adaptability
  • Empathy and patience

Certification

  • 2025 Income Tax Short Course
  • Xero Accounting & Payroll
  • Xero Account Payable and Receivable


Timeline

Client Service Associate

HPH Solutions
08.2023 - 04.2024

Internship Student

Nexus Wealth Management
02.2022 - 05.2022

Bachelor of Commerce - Accounting And Finance

Edith Cowan University

Diploma of Commerce

Edith Cowan College

Similar Profiles

CREATE PROFILE
Mae Hazel Sumayod