Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rebekah Johnson

Horsham,VIC

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Extensive experience developing and implementing investment strategies tailored by the financial planner to clients to meet their individual needs and objectives. Passionate about providing excellent client support in implementing financial advice strategies and helping clients reach financial goals.



Overview

18
18
years of professional experience

Work History

Financial Adviser Assistant

Hillross Horsham
12.2005 - Current
  • Facilitated new client onboarding processes.
  • Implementation of financial plans, conducting investment research, and completing trades and transactions.
  • Assisting clients with general enquiries and implementation of no advice transactions.
  • Worked with clients to ensure applications completed accurately to apply for Services Australia benefits.
  • Ongoing review of compliance policies to ensure practice is meeting legislation obligations.
  • Management of Financial Adviser Assistants to oversee workflows and tasks.
  • Recruited, trained and mentored new financial adviser assistants to generate ideas, share knowledge and grow firm.
  • Processing and management of Annual Advice Agreements and Invoices.
  • Paraplanning and research documentations

Education

No Degree - Financial Planning Services DFP

Kaplan Professional
08.2008

Skills

  • Financial Administration
  • Client Engagement
  • Reporting
  • Industry Research
  • Creative Solutions
  • Modeling Software
  • Staff Support

Timeline

Financial Adviser Assistant

Hillross Horsham
12.2005 - Current

No Degree - Financial Planning Services DFP

Kaplan Professional
Rebekah Johnson