Summary
Overview
Work History
Education
Skills
Interests and volunteering
Timeline
Generic

Rachel Madigan

Reynella,SA

Summary

Accomplished Platform Operations Manager with a proven track record, driving operational efficiency and elevating client service through strategic leadership and project execution. Proven expertise in compliance management and process optimization, adept at fostering stakeholder relationships and collaboration, and driving continuous improvement initiatives. Known for exceptional problem-solving and technical skills. Dedicated and detail-orientated professional with strong organizational skills.

Overview

14
14
years of professional experience

Work History

Platform Operations Manager

Hood Sweeney Securities Pty Ltd
07.2021 - Current
  • Foster and maintain strong relationships with external providers, serving as a primary contact
  • Designed and implemented systems and procedures enhancing operational quality and team efficiency, ensuring strict adherence to compliance standards.
  • Develop internal processes aimed at continuous improvement of client service delivery
  • Provide ongoing training and mentoring of team members to maintain high standards of productivity and client service
  • Maintain quality management systems through documentation review and continuous work assessment
  • Successfully resolve complex operational issues and manage client escalations
  • Support external stakeholder relationships through reporting and effective communication, facilitating collaborative partnerships
  • Provide compliance management support across teams, ensuring adherence to regulatory requirements and industry standards
  • Plan and implement operational business projects, including migrations, due diligence reviews, merger & acquisition activities
  • Play a key role in software updates, implementations and ongoing maintenance activities

Portfolio Service Co-Ordinator

Hood Sweeney Securities Pty Ltd
07.2014 - 06.2021
  • Served as the main liaison for service providers, advisers, and internal client support teams, ensuring effective communication and relationship management
  • Oversaw and supported daily operations to uphold exceptional service standards, ensuring smooth and efficient workflow
  • Developed and implemented administration processes for enhanced operational and client service
  • Provided ongoing training and mentoring to team members, providing guidance and coaching
  • Provided administrative and operational support to the wider team
  • Effectively managed a high volume of business and client-related tasks with attention to detail, ensuring quality outcomes
  • Played a key role in managing complex and compliance-related issues, to achieve prompt and professional resolutions


Client Services Officer

Hod Sweeney Securities Pty Ltd
08.2010 - 06.2014
  • Act as the primary point of contact for clients, addressing inquiries, providing information, and resolving issues promptly and professionally.
  • Build and maintain strong client relationships through regular communication and proactive client service initiatives.
  • Assist financial planners/advisers with client paperwork, documentation, and account management.
  • Maintain client records and ensure accuracy and completeness of client files and databases.
  • Facilitate the onboarding process for new clients
  • Ensure adherence to compliance standards and regulatory requirements in all client interactions and administrative tasks.
  • Collaborate effectively with advisers and colleagues to deliver exceptional client service

Education

Foundations of Directorship Certificate -

Australian Institute of Company Directors
2016

Diploma of Financial Planning -

Kaplan Professional
2013

Diploma Hospitality Business Development -

Bournemouth University
2002

Skills

  • Team leadership & development
  • Project planning, development & implementation
  • Technical proficiency
  • Process optimization
  • Quality assurance
  • Compliance & risk management
  • Stakeholder engagement
  • Problem-solving
  • Strategic thinking
  • Adaptability

Interests and volunteering

I dedicate time outside work to volunteering at the Ronald McDonald House, supporting seriously ill and injured children and their families. This incorporates assisting with in-house programs and fundraising activities.


My interests include exercise, outdoor activities and motorsport


Timeline

Platform Operations Manager

Hood Sweeney Securities Pty Ltd
07.2021 - Current

Portfolio Service Co-Ordinator

Hood Sweeney Securities Pty Ltd
07.2014 - 06.2021

Client Services Officer

Hod Sweeney Securities Pty Ltd
08.2010 - 06.2014

Foundations of Directorship Certificate -

Australian Institute of Company Directors

Diploma of Financial Planning -

Kaplan Professional

Diploma Hospitality Business Development -

Bournemouth University

Similar Profiles

CREATE PROFILE
Rachel Madigan