OMAR ALYWAN MANASFI
Saint Albans
Summary
Results-driven Operations Associate with a solid track record in providing strategic guidance and support. Experienced in implementing solutions that boost operational efficiency and elevate stakeholder satisfaction. Strong analytical skills and exceptional communication abilities.
Overview
3
3
years of professional experience
Work History
Adviser / Operations Associate
Purewealth Services
06.2024 - Current
- Continuously calculated the firms cost of producing advice documents, managing clients accounts and client meetings to determine sales targets.
- Created a pricing criteria that addresses the firms profitability targets.
- Monitored revenue received, outstanding receivables, and tracked any missing client fees.
- Designed a Workflow system inside the firms CRM that included task threads between multiple stages of the advice and implementation process.
- Managed internal projects, covering both advisory tasks and core business operations.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Attended client meetings and engaged with clients without the presence of an Adviser.
- Conducted introductory calls with clients to Fact Find and determine their suitability as clients.
- Wrote Statement of Advice documents and prepared and implemented the strategies recommended.
- Assisted the director with day to day activities and planned his work agenda, client calls and meetings.
Customer Service Admin/Officer
First Financial
02.2022 - 04.2024
- Implemented complex, comprehensive advice in wealth management sector to enhance operational efficiency.
- Collaborated with Advisors and senior management on revenue-generating projects.
- Developed in-depth Statements of Advice utilizing diverse strategies for client needs.
- Executed direct trades across various platforms, including SRN, HIN, and Custodian.
- Prepared and implemented managed fund applications for Self-Managed Superannuation Funds.
- Facilitated asset transfers between platforms such as BT Panorama and Macquarie Online Trading.
- Ensured compliance with firm processes during implementation of multiple Statements of Advice.
- Trained new team members, providing ongoing support throughout the training process.
Education
Bachelor of Commerce - Financial Planning And Services, Economics, International Trade
Deakin University
Burwood, VIC01.2022
Skills
- Project management
- Written communication
- Critical thinking
- Time management
- Conflict resolution
- Problem-solving
- Decision-making
- Data interpretation
- Client engagement
- Compliance requirements
Languages
English
Native or Bilingual
Arabic
Elementary
Timeline
Adviser / Operations Associate
Purewealth Services
06.2024 - Current
Customer Service Admin/Officer
First Financial
02.2022 - 04.2024
Bachelor of Commerce - Financial Planning And Services, Economics, International Trade
Deakin University
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