Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michael Bordignon

Summary

A dedicated and resilient professional with a strong background in client services within the financial planning industry, now seeking to contribute my skills to driving waste management initiatives in the education sector. Passionate about analysing data and using insights to promote sustainable practices, I bring a strong work ethic, discipline, and a proactive attitude to all my endeavours. My background in martial arts has instilled in me a high level of focus and discipline, enabling me to thrive in fast-paced, deadline-driven environments. Known for managing high volumes of tasks and facilitating effective communication between clients and contractors, I am not afraid of pushback and remain committed to driving positive change for the greater good. Eager to apply my expertise in data analysis, contract management, and collaboration to support waste management efforts.

Overview

8
8
years of professional experience

Work History

Client Services Associate

SA Wealth Group
06.2022 - Current
  • Implement financial advice prepared by financial advisers, including processing paperwork, lodgements, and managing fund movements.
  • Collaborate closely with advisers to prepare for client meetings, utilising research and analytical data related to superannuation, insurance, and investments.
  • Manage and coordinate communication between clients and product providers, ensuring timely management of insurance claims, social security, and pension applications with Centrelink.
  • Utilise the company CRM system for data management, task noting, and tracking client interactions to ensure smooth communication and reduce potential issues.
  • Ensure compliance with financial planning regulations set by ASIC, maintaining adherence to legal requirements, and promoting a compliant work environment.
  • Train new employees, focusing on company processes and enhancing technical knowledge for improved performance.
  • Assist financial advisers by running files and prioritising tasks to streamline workflow and support high-priority client needs.
  • Develop a solid understanding of financial legislation and regulatory rules surrounding superannuation, insurance, and investment advice.
  • Increase client retention through proactive outreach efforts and regular follow-up communications.
  • Serve as the primary point of contact for clients, maintaining open lines of communication and ensuring prompt resolution of enquiries.
  • Exhibit high energy and professionalism when dealing with clients and other staff members.
  • Maintain up-to-date knowledge of product and service changes.
  • Efficient management of a high volume of files, consistently maintaining accuracy while working in a fast-paced, deadline-driven environment.

Warehouse Assistant

Haircare Group
03.2020 - 06.2022
  • Maintained a safe work environment by adhering to safety protocols and regularly inspecting warehouse equipment.
  • Assisted with stock takes and cycle counts to promote accurate inventory processes.
  • Received and processed incoming stock to keep inventory levels accurate and up-to-date.
  • Reduced order processing time by effectively coordinating with team members to pick, pack, and ship products quickly.
  • Contributed to smooth operations by assisting with the accurate receipt, storage, and dispatch of goods.
  • Increased accuracy in order fulfillment through diligent attention to detail and double-checking of product information.
  • Exhibited excellent problem-solving skills when confronted with logistical challenges or discrepancies in inventory counts.
  • Supported continuous improvement by providing feedback on workflow inefficiencies to management.
  • Worked effectively with shippers to resolve shipment issues, damaged materials and shortages.

Pick Packer

Toll Priority
12.2018 - 03.2020
  • Completed inventory audits regularly to ensure accuracy in warehouse stock levels and facilitate efficient order fulfillment processes.
  • Assisted team members with heavy or oversized parcels, promoting a safe working environment and preventing injuries.
  • Facilitated smooth shift handovers through clear communication with colleagues about outstanding tasks or urgent matters requiring attention.
  • Reduced delivery errors by meticulously checking parcel labels and cross-referencing with the delivery manifest.
  • Met tight deadlines consistently by prioritising tasks effectively according to delivery requirements and time-sensitive shipments.
  • Maintained a clean, orderly work environment free of hazards.
  • Conducted quality checks of incoming parcels to confirm correct labelling information before entering into the sorting process.
  • Assembled pallets and crates for secure transportation of materials.
  • Helped train new employees in safe practices and warehouse procedures.
  • Managed warehouse operations and verified proper shipment procedures.

Cafe Assistant

Veloce Paninoteca
05.2017 - 12.2018
  • Displayed calm and friendly demeanour when addressing and resolving customer issues and complaints.
  • Wiped, sanitised, and maintained floors, facilities, and equipment to adhere to company standards and procedures.
  • Supported daily operations by performing cash-handling responsibilities accurately and efficiently.
  • Increased repeat business by fostering strong relationships with customers through exceptional service.
  • Demonstrated adaptability by cross-training in various roles within the cafe to ensure seamless coverage during absences or busy periods.
  • Reduced waste through careful monitoring of perishable items and adjusting orders as needed to minimise spoilage.
  • Addressed and resolved customer service issues to establish trust and increase satisfaction.
  • Checked on dining areas frequently to clean up spills, and wipe down tables.
  • Exceeded customer expectations by providing welcoming environment and prompt and friendly service to people of diverse backgrounds.

Education

Bachelor of Law And Society - Law/ Social Studies

Flinders University
Bedford Park, SA
08-2020

SACE - Secondary School

Nazareth Catholic College
Flinders Park
10-2016

Skills

  • Passionate
  • Strong Work Ethic
  • Self-Motivated
  • Attention to Detail
  • Adaptability
  • Problem-Solving
  • Team Collaboration
  • Time Management
  • Proactive Attitude
  • Organisational Skills
  • Effective Communication
  • Goal-Oriented
  • Accountability
  • Initiative
  • Resilience

Timeline

Client Services Associate

SA Wealth Group
06.2022 - Current

Warehouse Assistant

Haircare Group
03.2020 - 06.2022

Pick Packer

Toll Priority
12.2018 - 03.2020

Cafe Assistant

Veloce Paninoteca
05.2017 - 12.2018

Bachelor of Law And Society - Law/ Social Studies

Flinders University

SACE - Secondary School

Nazareth Catholic College

Similar Profiles

CREATE PROFILE
Michael Bordignon