Sandra Niceski
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
21
21
years of professional experience
Work History
Financial Services Administration Assistant
Everest
08.2021 - Current
- Answer phone and direct calls
- Coffee and tea for clients
- Emailing of birthday cards and maintaining the birthday register for each adviser
- Ordering of kitchen supplies
- Completing client compliance checklist for all new clients
- Ensuring all compliance paperwork is updated in xplan and scanned in
- Preparing Review meeting client checklist and all relevent paperwork
- Preparation of reports for reviews and maintaining review schedules
- Liaising with external fund managers to gather client account information
- Managing client filing system
- Scanning of files
- Any ad-hoc tasks for post meeting
- Completing of any relevant forms for meetings, franking credits, centrelink, third party authorities etc
- Followup of Centrelink tasks which include calling Centrelink.
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
iFinancial Solutions Administrator/Client Services Associate
ROA’s
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
- 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 AssistantPart
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
- Ustomer Service Duties:
- Handling the Refund system
- Paperwork for the Customer, as well as the store
- Dealing with 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
Osborne
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
- Uties Include:
- 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
McDonalds
01.2005 - 01.2007
- Taking orders
- Managing the Cashier
- Cleaning
- Uties Include:
- Taking orders
- Managing the Cashier
- Cleaning
Cashier
01.2004 - 01.2005
- Taking orders
- Managing the, Include:
- 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
- Uties Include:
- 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
- Uties Include:
- Entering data into Microsoft Excel
- Greeting visitors
- Ingoing-outgoing Mail
- Faxing/Photocopying/Scanning
- Answering Phone calls
Education
Diploma - Business Administration
2008
Certificate IV in Business Administration - undefined
2008
Skills
- Client Services
- Building client relationships
- Client satisfaction
- Computer Proficiency
- Attention to Detail
- Positive Attitude and Energetic
- Administrative Support
- CRM Software
Timeline
Financial Services Administration Assistant
Everest
08.2021 - Current
Advisers Client Services Manager
Armada Accountants
10.2014 - 06.2020
iFinancial Solutions Administrator/Client Services Associate
ROA’s
03.2011 - 09.2014
Receptionist / Customer Service AssistantPart
Target
03.2008 - 03.2011
Park Clerk
Asbestos Diseases Society of Australia
05.2007 - 12.2007
McDonalds
01.2005 - 01.2007
Cashier
01.2004 - 01.2005
Balcatta High School
01.2003 - 01.2005
Balcatta Primary School
01.2002 - 01.2005