Summary
Overview
Work History
Education
Skills
Timeline
Generic
MARY MCKENZIE

MARY MCKENZIE

Brisbane

Summary

Experienced Client Services Officer with over 8 years of diverse office environment experience. Proficient in customer service, accounting, human resources, and financial planning administration. Known for meticulous attention to detail, adept problem-solving abilities, and a unique creative touch. Demonstrates high motivation, adaptability, and exceptional interpersonal skills. Capable of excelling independently, rapidly acquiring new competencies, and pursuing fresh opportunities.

Overview

9
9
years of professional experience

Work History

Client Services Officer - Financial Planning

JEM Wealth
07.2023 - Current
  • Handling client inquiries, managing emails and phone calls, and responding promptly to client needs.
  • Preparing documentation for client meetings, maintaining client files, and managing internal systems.
  • End to end Implementation of financial advice, including preparing statements of advice, managing client onboarding, and facilitating rollovers or contributions.
  • Working closely with Advisers to get the best outcomes for clients.
  • Maintaining and updating client information in the firm's client database, ensuring accuracy and completeness.
  • Supporting compliance processes, such as OFA and annual agreements.
  • Providing general administrative support, including binding, photocopying, scanning, and data entry.
  • Acting as a point of contact for clients, liaising with financial institutions and other parties on their behalf.
  • Developed tailored solutions to address unique client challenges, resulting in increased loyalty and retention.
  • Identified new business opportunities through proactive outreach, expanding the company''s client base.
  • Implemented process improvements to enhance overall client services team performance and productivity.
  • Conducted regular reviews of existing accounts, recommending adjustments and enhancements as needed.
  • Collaborated with cross-functional teams to ensure timely delivery of services and exceed client expectations.
  • Built strong relationships with clients through effective communication and understanding their needs.

Administrator Support Assistant

RetireInvest
10.2021 - 07.2023
  • Managed digital and analog filing systems to organize documents and records
  • Worked with functional teams to support variety of administrative tasks
  • Streamlined office procedures and policies to support efficiency and accuracy
  • Processed invoices, payments, and incoming and outgoing mail
  • Maintained confidence and discretion in handling sensitive information
  • Handled logistics and coordination of company events
  • Used Microsoft Office tools for analysis and communication
  • Answered phone calls and managed inquiries from customers and vendors
  • Opened, sorted and distributed incoming correspondence
  • Assisted with tasks to facilitate on-site executive support
  • Maintained office security to comply with health, safety and environmental policies
  • Resolved escalated complaints and answered questions regarding policies and procedures

Office Manager

MGD Wealth
09.2020 - 10.2021
  • Prepared and set up for new employee orientations
  • Assist with on-boarding and exiting staff employment related documentation
  • Assist with the administration of annual performance review process
  • Organise internal functions - catering & decorating
  • Maintain integrity of employee data base and files
  • Verified the information provided by applicants and performed full background checks for high-level positions, including criminal and credit histories
  • Communicated company policies, benefits and requirements to job applicants to start every new employee out with the same information
  • Completed assigned tasks with little or no supervision
  • General administration duties when requested
  • Proof reading and updating excel spreadsheets
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Managed, scheduled and coordinated office functions and activities for employees.
  • Implemented and maintained company protocols to facilitate smooth daily activities.

Business Associate

Modoras Financial Performance Solutions
07.2016 - 08.2020
  • Providing excellent customer service - Director of first impressions
  • Act as the first point of contact for visitors and customers
  • Work to alleviate executive overload by handling all customer interactions for the company including walk ins email phone and fax interactions
  • Busy switchboard operation
  • Record management including filing archiving and photocopying
  • Booking of meeting rooms
  • Serve as an assistant to all administrative personnel and directors
  • Supply effective communication between management teams
  • Work to ensure quality service and addressed and resolved all customer issues and inquiries
  • Managing executives calendars and client relationships
  • Organise and decorate events
  • Design social media competitions
  • Catering for high volume functions
  • Zoom appointment set up
  • Setting up boardrooms for visitors and professional development days
  • Work well independently and in a team to solve problems
  • Supported leadership in development of RFIs, RFPs and service offerings
  • Administered and created training and awareness presentations or materials
  • Developed marketing or outreach media to communicate sustainability issues, procedures or objectives
  • Used financial accounting or spreadsheet software to calculate revenue, sales and expenses.

Education

Certificate: Microsoft Word & Excel -

Odyssey Training College
Brisbane, QLD

Bachelor Of Education -

Griffith University
Brisbane, QLD

Diploma - Medical Reception And Terminology

Wesley Institute
Brisbane, QLD

Skills

  • Xplan Software
  • Intelliflo Software
  • Adviser Online
  • Sharepoint
  • Teams
  • Microsoft Office
  • Excel
  • Higher Order Thinking
  • Multitasking and Time Management
  • Database and Client Management Systems
  • Strong Organizational Skills
  • Research and Analytical Skills
  • Effective Communication
  • Planning Events
  • Customer Relationship Management
  • Inbound Phone Call Handling
  • Office Management
  • Performance Improvement

Timeline

Client Services Officer - Financial Planning

JEM Wealth
07.2023 - Current

Administrator Support Assistant

RetireInvest
10.2021 - 07.2023

Office Manager

MGD Wealth
09.2020 - 10.2021

Business Associate

Modoras Financial Performance Solutions
07.2016 - 08.2020

Certificate: Microsoft Word & Excel -

Odyssey Training College

Bachelor Of Education -

Griffith University

Diploma - Medical Reception And Terminology

Wesley Institute

Similar Profiles

  • Michael Ortiz

    Michael OrtizMichael Ortiz

    Shipment Processor at Jem JemShipment Processor at Jem Jem

  • Richard Braden

    Richard BradenRichard Braden

    Chief Facilities Officer at Jem Restaurant Management Corp.Chief Facilities Officer at Jem Restaurant Management Corp.

  • John Welch

    John WelchJohn Welch

    Lease Operator/Supervisor of Operations at A-Jem Logistics, D90 Energy-Pearsall, TXLease Operator/Supervisor of Operations at A-Jem Logistics, D90 Energy-Pearsall, TX

  • JU HYUN LEE

    JU HYUN LEEJU HYUN LEE

    Kindergarten Teacher at KidsworldKindergarten Teacher at Kidsworld

  • Vilma Aia

    Vilma AiaVilma Aia

    Customer Service Specialist at ProbeCustomer Service Specialist at Probe

CREATE PROFILE
MARY MCKENZIE