Sandra Micanovic
Perth,WA
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Client Liaison Officer
One Central Health
05.2024 - Current
- Answering client queries via phone and email
- Processing invoices for all locations.
- Managing inbox and distributing emails to whom necessary.
- Booking appointments
- Creating service agreements
- Greeting clients
- Attending meetings
- Maintaining accurate records of all communications with clients for future reference.
- Liaising with clinicians for query's
Client Liasion Officer
Financial Framework
02.2022 - 02.2024
- Answering phone calls to all client queries, Booking review meetings.
- Ensuring review paperwork is correct once printed by reception.
- Lodging of review paperwork and updating CRM with next review date, fees, lodging fee forms, MDA renewals.
- Reviewing adviser file note action items, Working with Associate Adviser to ensure correct understanding of any new Statement of advice documents.
- Statement of advice preparation including HUB24, DASH, CFS super, pension or investment applications.
- Assigning the correct workflow to each relevant task and ensuring up to date notes are complete.
- Completing any client requests such as withdrawals- selling down of managed funds or shares.
- Completing ad hoc pension withdrawals, roll-overs etc, Insurance requests - decreases and applications.
- Ensuring KPI's are met, Weekly adviser meeting on workflow
- Team & Culture - planning of the work functions, staff birthdays and any adhoc events
Client Service Manager
1Life Financial Planning
02.2021 - 08.2021
- Answering phone calls.
- Meet and greet clients.
- Attending client meetings.
- Review paperwork preparation.
- Review paperwork lodgement, Statement of advice preparation and implementation.
- New account set-up for super, investment and pension.
- Record of advice documents, Keeping CRM database up to date
Advisers Client Services Manager
Armada Accountants
10.2014 - 06.2020
- Attending Client meetings.
- Completing client compliance checklist for all new clients.
- Working with Advisers on file notes for all existing clients and any compliance work required.
- Preparation of reports for reviews and maintaining review schedules.
- Setting up Super / Pension / Trading / Investment Accounts.
- Buy/Sells of shares/managed funds
- Liaising with external fund managers to gather client account information.
- Managing client filing system
- Ensuring Rollovers / Pension Payments have been finalised.
- Invoicing.
- Scanning of files
- Maintaining the mail register, Maintaining the incoming and outgoing register.
- Answering phone calls to client queries
- Liaising with clients regarding the setup of various accounts.
- Attending / assisting with seminars
Administrator/Client Services Associate
IFinancial Solutions
03.2011 - 09.2014
- Managing switchboard and liaising with clients.
- Managing incoming and outgoing mail.
- Meeting & Greeting clients.
- Managing conferences & organising Board meetings.
- Preparation of client portfolios for meetings
- Managing & Collating documents, Preparation of Self Managed Superannuation Financial Packs.
- Liaising with clients regarding any queries with Financials.
- Liaising with fund Managers.
- Record keeping of incoming & outgoing Financial Packs.
- Handling Corporate Superannuation Query's - such as Rollovers, balances, personal details
- Assisting Corporate clients with Death/ TPD Claims.
- Meeting with clients in regards to Claim Paperwork/Corporate Super
- Setting up processes for Self Managed Superannuation Fund Financial Packs.
- Training of new staff members.
- Updating & Maintaining work database
Receptionist / Customer Service Assistant
Target
03.2008 - 03.2011
- Managing the switchboard.
- Directing calls to relevant departments.
- Distribution of emails, Ingoing-outgoing mail.
- Typing emails/letters to Customers, The use of stores Intranet to obtain the Stores weekly Summary Information.
- Raincheck Listing and SMB summary report.
- Arranging job interviews.
- Customer Service Duties: Handling the Refund system, Paperwork for the Customer, as well as the store
- Handling complaints/difficult customers
- Cash handling
- Training of new staff members
- Makeup Department - Providing Customers with helpful knowledge about certain products in Store
- Filling shelves with stock
- Assisting & Reporting to Management
Park Clerk
Asbestos Diseases Society of Australia
05.2007 - 12.2007
- Answering the switchboard and taking messages.
- Follow up on Work Histories.
- Updating Patients Files, Filing.
- Typing Appointment Letters.
- Greeting patients.
- Ingoing-outgoing Mail.
- Faxing/Photocopying/Scanning
Cashier
McDonalds
01.2005 - 01.2007
- Taking orders, Managing the Cashier, Cleaning
Cashier
01.2004 - 01.2005
- Taking orders, Managing the Cashier, Cleaning
Balcatta High School
01.2003 - 01.2005
- Answering the switchboard and taking messages, Filing, Greeting visitors, Ingoing-outgoing Mail, Faxing/Photocopying/Scanning
Balcatta Primary School
01.2002 - 01.2005
- Entering data into Microsoft Excel, Greeting visitors, Ingoing-outgoing Mail, Faxing/Photocopying/Scanning, Answering Phone calls
Education
Diploma - Business Administration
01.2008
Certificate IV - Business Administration
01.2008
Skills
- Client Services
- Building client relationships
- Client satisfaction
- Computer Proficiency
- Attention to Detail
- Positive Attitude and Energetic
- Administrative Support
- Myob
- Cliniko
- Verbal and written communication
Timeline
Client Liaison Officer
One Central Health
05.2024 - Current
Client Liasion Officer
Financial Framework
02.2022 - 02.2024
Client Service Manager
1Life Financial Planning
02.2021 - 08.2021
Advisers Client Services Manager
Armada Accountants
10.2014 - 06.2020
Administrator/Client Services Associate
IFinancial Solutions
03.2011 - 09.2014
Receptionist / Customer Service Assistant
Target
03.2008 - 03.2011
Park Clerk
Asbestos Diseases Society of Australia
05.2007 - 12.2007
Cashier
McDonalds
01.2005 - 01.2007
Cashier
01.2004 - 01.2005
Balcatta High School
01.2003 - 01.2005
Balcatta Primary School
01.2002 - 01.2005