Sandy Miles
Gold Coast,Australia
Summary
High-performing professional with 21 years of experience in financial administration within the superannuation industry. Skilled at developing strong internal and external relationships to facilitate the collaborative achievements of organisational goals. Confident in my ability to operate in a fast-paced environment and leverage my skills to enable team success. Committed to life long learning and continuous improvement.
Overview
29
29
years of professional experience
Work History
PLATFORM ADMINISTARTOR- SUPER ADMIN
HUB24 Limited
Bundall, Australia
01.2021 - Current
- Processed in-specie account transfers with high accuracy and efficiency.
- Executed monthly pension runs, ensuring timely fund distributions.
- Administered application processing, redemptions, and transfers for Super and Pension accounts.
- Managed manual unit price loading into Acurity, prioritizing critical transactions.
- Oversaw deceased estate administration to maintain legal compliance.
- Assessed Hardship Claims and implemented corresponding payments.
- Processed daily banking operations using SuperStream and Quicksuper systems.
- Liaised with fund accountant to facilitate monthly audits of ARA Trustee account.
CUSTOMER SERVICE MANAGER
Evolution Financial Planning
Ballina, Australia
02.2017 - 02.2021
- Served as primary contact for all client inquiries, ensuring prompt responses.
- Managed diary and scheduled client reviews while coordinating FDS requirements.
- Prepared and implemented comprehensive advice documentation for clients.
- Generated client reports and risk quotes to support informed decision-making.
- Assisted in onboarding three new advisers and revoking one practice efficiently.
OPERATIONS MANAGER
Fortnum Private Wealth
Neutral Bay, Australia
08.2015 - 12.2016
- Streamlined onboarding and revocation processes for practices and advisers based on application volume.
- Served as primary contact for enquiries from Principals, Advisers, Funds Managers, and staff.
- Maintained systems and CRM, ensuring accurate reporting and data integrity.
- Organized multiple onboarding tasks to enhance operational efficiency.
- Prepared professional indemnity reporting to meet compliance requirements.
- Managed all Practice and Adviser Agreements from preparation through execution.
- Ensured adviser compliance with ASIC obligations during revocations from AFSL.
- Oversaw a comprehensive audit schedule for 108 advisers, facilitating timely completion.
OPERATIONS MANAGER
Insurance Advisernet Financial Services
North Sydney, Australia
01.2014 - 08.2015
- 18-month contract - managing all adviser operations, servicing a network of twenty-two IAFS Advisers.
- Resolving all adviser brokerage issues, or queries.
- Initiating and monitoring the onboard process, applications and set up of new advisers with the licensee Fortnum Private Wealth.
- Liaising with our Dealer group Fortnum Private Wealth on compliance and remuneration issues.
- Assisting with the transfer of books of clients for each new adviser.
- Organising PD days and assisting with presentations for the IAFS network.
- Following up and monitoring of CPD and annual audit requirements for this group of advisers.
- Back of house operations and all principle practice reporting.
- Adviser support duties to the GM Ben Semple's own book of clients, predominately Risk business.
- Preparing and implementing SOA's, preparing insurance quotes and end to end handling of insurance applications and claims.
- Keeping XPLAN records current and following up on outstanding requirements.
- Keeping all content, include the Adviser extranet and new adviser welcome documentation and support documentation current.
ACCOUNT MANAGER
Shift Media
, Australia
12.2010 - 01.2014
- Established Shift Media to provide comprehensive media services for independent NSW regional newspapers.
- Managed print media sales solutions, focusing on business development and corporate advertising retention.
- Handled all bookings, negotiations, material preparation, and invoicing processes.
- Identified new sales leads through market research, successfully converting prospects into clients.
- Collaborated with advertising agencies to build relationships and create ongoing opportunities for regional publications.
EXECUTIVE ASSISTANT
Piccadilly Financial Group
Sydney, Australia
09.2012 - 04.2013
- Responsible for management and resolution of client issues and enquiries.
- Organising compliance and investment reporting for adviser/client meetings.
- Diary management.
- Managing all client records and reporting in COIN.
- Collaborated with Paraplanners to implement Statement of Advice documents including end to end management of investment applications and managed funds transactions.
- Meet and greet all clients.
- Commended for adapting quickly to the work environment, promptly learning new systems, processes and quickly building rapport with both clients and staff.
ACCOUNT MANAGER
Ad Sales Connect
, Australia
06.2011 - 09.2012
- Facilitated connections between advertisers and media solutions across Fairfax regional newspapers and independent online platforms.
- Managed retention of multiple large accounts throughout NSW to ensure client satisfaction.
- Collaborated with agencies to negotiate volume advertising contracts and competitive rates.
- Drove sales initiatives, prepared quotes, invoiced clients, and conducted accounts reconciliation.
- Oversaw management of high-profile corporate clients, including David Jones and Toyota/Lexus.
- Developed advertising strategies for NSW and Federal Government agencies to enhance visibility.
- Streamlined processes for account management, improving overall efficiency in client interactions.
- Established strong relationships with clients to foster long-term partnerships.
ACCOUNT MANAGER, CFS PLATINUM ADVISERS
Colonial First State
Sydney, Australia
07.2007 - 06.2010
- Established strong relationships with the top twenty advisors in Victoria on behalf of CFS Distribution nationally.
- Developed fluid problem resolution for this specific group. End to end servicing of all escalated issues to ensure retention of platinum business nationally.
- Responding to adviser technical queries and complaints management.
- Manage weekly reporting of Platinum Advisor issues to Distribution and CFS Management. Reporting also on all progress on new business management cases.
- Collaborate closely with Distribution and Management to design and execute changes to support business transformation.
TEAM LEADER - INTERNAL TRANSFERS
Colonial First State
Sydney, Australia
01.2007 - 07.2007
- Supervised a team of 20 financial administrators, enhancing productivity and accountability.
- Conducted onboarding activities to ensure effective integration of new staff members.
- Transitioned all accounts from Super to Pension, managing Switch transactions efficiently.
TEAM COACH
Colonial First State
Sydney, Australia
12.2004 - 12.2006
- Responsible for answering all technical investment and processing queries.
- Weekly reviewing individual performance reports, implementing training when accuracy and productivity targets were not being achieved.
- Designed, championed and managed the internal training program for all new financial administrators.
- Implemented across the department, endorsed by the General Manager as producing their most accurate administrators.
- Placed on Colonial First States, Manager Development Program.
FINANCIAL ADMINISTRATOR
Colonial First State
Sydney, Australia
05.2003 - 12.2004
- Oversaw financial administration with strategic investments in Super and Investment products
WRITTEN ENQUIRIES & COMPLAINTS
ANZ Funds Management
Sydney, Australia
12.2000 - 05.2003
- Responded to all written enquiries and complaints on Super and Risk Products.
- Fielding of product enquiries from both Investors and Advisors.
CUSTOMER SERVICE REPRESENTATIVE
Australian Associated Press
Sydney, Australia
01.1997 - 01.1999
- Resolved customer inquiries by providing accurate information and efficient issue resolution.
- Administered activation of new client phone plans, ensuring seamless service delivery and high accuracy.
EVENTS MANAGER
Bunnac Work USA Programme
01.1996 - 01.1997
STEWARDESS
P&O Cruises
01.1996
Education
Diploma of Financial Planning -
Monarch Institute
01.2021
Developing High-Performance Teams -
Australian Institute of Management
01.2005
The New Supervisor -
Australian Institute of Management
01.2005
Certificate II: Financial Planning -
The Securities Institute (FINISIA)
01.2004
Certificate I: Financial Planning - Financial Economics, Understanding the Financial Markets, Business and Financial Practice
The Securities Institute (FINISIA)
01.2004
Diploma of International Travel -
01.1999
Skills
- Organizational and time management
- Account management
- Complaint resolution
- Verbal and written communication
- Process implementation and attention to detail
- Data integrity
- Financial reporting
- Customer relationship management
- Problem solving
- Detail orientation
- Process optimization
- Team collaboration
- Decision-making
- Customer service
Timeline
PLATFORM ADMINISTARTOR- SUPER ADMIN
HUB24 Limited
01.2021 - Current
CUSTOMER SERVICE MANAGER
Evolution Financial Planning
02.2017 - 02.2021
OPERATIONS MANAGER
Fortnum Private Wealth
08.2015 - 12.2016
OPERATIONS MANAGER
Insurance Advisernet Financial Services
01.2014 - 08.2015
EXECUTIVE ASSISTANT
Piccadilly Financial Group
09.2012 - 04.2013
ACCOUNT MANAGER
Ad Sales Connect
06.2011 - 09.2012
ACCOUNT MANAGER
Shift Media
12.2010 - 01.2014
ACCOUNT MANAGER, CFS PLATINUM ADVISERS
Colonial First State
07.2007 - 06.2010
TEAM LEADER - INTERNAL TRANSFERS
Colonial First State
01.2007 - 07.2007
TEAM COACH
Colonial First State
12.2004 - 12.2006
FINANCIAL ADMINISTRATOR
Colonial First State
05.2003 - 12.2004
WRITTEN ENQUIRIES & COMPLAINTS
ANZ Funds Management
12.2000 - 05.2003
CUSTOMER SERVICE REPRESENTATIVE
Australian Associated Press
01.1997 - 01.1999
EVENTS MANAGER
Bunnac Work USA Programme
01.1996 - 01.1997
STEWARDESS
P&O Cruises
01.1996
Diploma of Financial Planning -
Monarch Institute
Developing High-Performance Teams -
Australian Institute of Management
The New Supervisor -
Australian Institute of Management
Certificate II: Financial Planning -
The Securities Institute (FINISIA)
Certificate I: Financial Planning - Financial Economics, Understanding the Financial Markets, Business and Financial Practice
The Securities Institute (FINISIA)
Diploma of International Travel -
Similar Profiles
Hannah LiuHannah Liu
Software Engineer at HUB24 LimitedSoftware Engineer at HUB24 Limited
JAKE ELKINSJAKE ELKINS
Client Services Officer at HUB24Client Services Officer at HUB24
LETITIA HICKS-ALEXANDERLETITIA HICKS-ALEXANDER
Team Leader - Superannuation Administration at HUB24Team Leader - Superannuation Administration at HUB24
Thalia Lyttle-MarottaThalia Lyttle-Marotta
Retail Sales Assistant at Connor ClothingRetail Sales Assistant at Connor Clothing
Kumardev MaheendrakumarKumardev Maheendrakumar
Security Officer at MSS SecuritySecurity Officer at MSS Security