Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Nikki Marini

Nikki Marini

Brisbane,Australia

Summary

Recent Commerce graduate (2023) with nearly three years of hands-on experience in wealth management. Dedicated and driven, with strong organizational and client service skills, seeking a graduate role to contribute meaningfully to a high-performing team and build long-term value for clients.

Overview

8
8
years of professional experience

Work History

Polling Officer

Australian Electoral Commission
04.2025 - 04.2025
  • Supported the Australian Embassy in its function as an Overseas Voting Centre for the 2025 Federal Election.
  • Issued ballot papers of overseas voters.
  • Addressed voter questions and concerns.
  • Maintained ballot secrecy and confidentiality.

Chalet Host

Elysian Collection
11.2024 - 03.2025
  • Delivered bespoke, high-touch hospitality services to ultra-high-net-worth-individuals, including CEOs, entrepreneurs, and prominent public figures, in a luxury alpine setting.
  • Maintained the highest standards of discretion and professionalism while managing complex personal preferences, dietary requirements, and last-minute requests with efficiency and tact.
  • Demonstrated exceptional organizational abilities, handling logistics, scheduling, and crisis resolution in a high-pressure, client-facing environment.

Client Relationship Manager/Paraplanner

Up Wealth Management
04.2023 - 09.2023
  • Managed a client base of 130 high net-worth individuals in support of one financial adviser.
  • Developed strong relationships with clients, serving as the primary point of contact for their financial needs.
  • Prepared detailed advice documents, conducting in-depth research and analysis of a range of financial products, strategies, and solutions.
  • Managed the implementation process of recommended strategies and execution only requests and actioned high priority tasks within 24 hours.
  • Ensured clients were informed of lodgement and processing updates along the way with detailed traffic-light system email updates.
  • Maintained up-to-date knowledge of industry regulations, market trends, and financial products.
  • Utilized financial planning software in conjunction with Microsoft Excel to create financial projections for various client situations.

Associate

E&P Financial Group
06.2021 - 03.2023
  • Supported two investment advisers, including an Executive Director, with a combined client base of over 200 high-net worth clients.
  • Assisted with day-to-day activities such as internship interviews, the training of new hires, schedule management, and responding to client queries.
  • Played a key role in client meetings, actively participating in discussions and providing valuable support, including the immediate follow up of client queries and the preparation of meeting notes.
  • Executed an average of 20 to 50 stock trades per day with values of up to $100,000 via the iRESS trading platform.
  • Played a critical role in a range of large-scale projects (both company-wide and adviser-specific) such as a company-wide client transfer due to a voluntary administration and company-takeover.
  • Prepared a high quantity of 'compliance-ready' advice documents.
  • Kept up to date with investment and macro-economic research.
  • Utilized comprehensive spreadsheets in conjunction with our in-house administration site to track and manage up to 200 on-going administration tasks.
  • Collaborated with seven cross-functional teams within the business to streamline processes and improve efficiency.

Duty Supervisor

Canberra Southern Cross Yacht Club
09.2017 - 08.2022
  • Supervised a team of up to 20 staff, managing a venue of 200 patrons and ensuring service quality.
  • Managed the 'Canberra Yacht Club' Instagram, engaging customers and promoting events.
  • Assisted with the setup of large functions (weddings, birthdays, wakes) and ensured smooth operations.
  • Reconciled takings (up to 9 tills), prepared shift reports, and ensured compliance with policies (food hygiene, safety).
  • Addressed customer complaints, ensured satisfaction, and supported staff training and development.

Education

Bachelor of Arts - Commerce

Australian National University
Canberra, ACT
11-2023

High School Diploma -

Radford College
Canberra, ACT
11-2018

Skills

  • Multitasking Abilities
  • Schedule management
  • Data analysis
  • Report preparation
  • Administrative support
  • Executive support
  • Client relations
  • Financial planning
  • Stock market trades
  • Research and analysis
  • Investment strategies
  • Managing wealth

Languages

French
Limited Working
German
Limited Working
English
Native or Bilingual

Timeline

Polling Officer

Australian Electoral Commission
04.2025 - 04.2025

Chalet Host

Elysian Collection
11.2024 - 03.2025

Client Relationship Manager/Paraplanner

Up Wealth Management
04.2023 - 09.2023

Associate

E&P Financial Group
06.2021 - 03.2023

Duty Supervisor

Canberra Southern Cross Yacht Club
09.2017 - 08.2022

Bachelor of Arts - Commerce

Australian National University

High School Diploma -

Radford College

Similar Profiles

CREATE PROFILE
Nikki Marini