Summary
Overview
Work History
Education
Skills
Websites
Certification
Leadership Experience
Personal Finance
Timeline
Generic

Mitchell Wain

Burwood,VIC

Summary

Disciplined Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Accomplished at performing quantitative data and producing graphs. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Services Officer

Lex Medicus
02.2024 - Current
  • Implemented process improvements to enhance overall client services team performance and productivity.
  • Provided ongoing support to clients throughout the lifecycle of their relationship with the company, ensuring long-term satisfaction and retention.
  • Organized and participated in client events and conferences, showcasing company expertise and fostering industry partnerships.
  • Resolved escalated customer issues promptly, fostering trust and demonstrating commitment to outstanding service.

Administration Officer

Resilience Outreach
07.2022 - 02.2024
  • Helping an NDIS company process invoices, send out invoices, process payments through XERO, communicate with other companies via email and spreadsheet the company’s finances in order to better their spending habits.
  • Developed strong working relationships with colleagues, contributing to a positive work environment.
  • Provided exceptional customer service, addressing inquiries professionally and in a timely manner.
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.

TUTOR

MwainTutoring
01.2021 - 01.2024
  • Helping high school and primary school students improve their subject scores through proven methods, whist also identifying lagging problems within their study routines to ensure they maximize their time and results
  • Provided homework assistance using specific curriculum and materials.
  • Supported students with helpful study habits and exam strategies.

Bartender/Function Manager

Toorak Services club
04.2022 - 12.2023
  • Engaging with high profile and successful businessmen, providing them with food and beverages
  • Within this role I also undertake a large aspect of managing functions held at the club, ensuring my time management and communication is on point.

Education

Bachelor of Commerce (Finance) And Biomedicine - Finance, Econometrics, Economics, Medicine.

Monash University
Melbourne, VIC
06.2027

High School Certificate - English, Chemistry, Biology, Legal, Economics and Mathematical Methods

Salesian College
Chadstone, VIC
10.2022

Skills

  • Leadership within groups
  • Excellent Communicator
  • Professional Engagement
  • Knowledge on markets
  • Excellent time management
  • Team Collaboration
  • Diligent a Fast Learner
  • Proficient with Microsoft Word, PowerPoint, Excel, One Note and Outlook

Websites

Certification

  • RSA
  • Driver’s License

Leadership Experience

  • 2023 Interim Bar Manager
  • 2022 College Captain
  • 2022 Senior College Cricket and Football Captain
  • 2021 House Captain
  • 2018-2020 School Tour Guide
  • 2017-2021 Football Captain

Personal Finance

I have a strong passion for financial education, with a strong ambition to educate all of our youth about proper financial literacy. 

Timeline

Client Services Officer

Lex Medicus
02.2024 - Current

Administration Officer

Resilience Outreach
07.2022 - 02.2024

Bartender/Function Manager

Toorak Services club
04.2022 - 12.2023

TUTOR

MwainTutoring
01.2021 - 01.2024

Bachelor of Commerce (Finance) And Biomedicine - Finance, Econometrics, Economics, Medicine.

Monash University

High School Certificate - English, Chemistry, Biology, Legal, Economics and Mathematical Methods

Salesian College

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Mitchell Wain