Sue (Silvana) Butters

Ensured smooth running of our Newcastle Regional office by:

• Addressing client concerns promptly and professionally, demonstrating empathy and excellent problem-solving skills.
• Supporting my team members with escalation issues regarding both internal and external clients
• Managing daily practice operations within a Financial Planning Office with 12 Financial Planners and 10 Support Staff to optimize appointment scheduling, client records management and billing functions.
• Assisted my team and Financial Planners to optimise their diary organisation and workload balance.
• Oversaw the hiring process for new employees, selecting candidates who aligned with the practice''s mission and values.
• Addressing and remedied all patient or team member issues.
• Boosting staff morale by offering constructive feedback and specific direction.
• Overseeing the ordering of all office supplies and kept check on inventory levels.
• Facilitating communication between staff members, fostering a collaborative work environment that improved overall team performance.
• Managed a refurbishment of office space.
• Developing strong relationships with clients, ensuring a high level of care and satisfaction throughout their experience.
• Developing close working relationships with front office and back office staff.

• Managed a robust portfolio of employer partners, providing ongoing support to ensure successful advice was provided and and positive experiences were experienced.
• Supported cross-functional teams within the organization by sharing valuable insights into current employer needs and trends, contributing to overall mission alignment.
• Created informative marketing materials to showcase available programs and services, attracting new employers to collaborate with the organization.
• Conducting presentations to staff at meetings at Local, State and Commonwealth Government offices providing information of retirement planning and maximising superannuation contributions in a tax effective manner.

• Demonstrated strong leadership, communication skills and mature emotional intelligence.
• Developed comprehensive project plans, ensuring alignment with client objectives and expectations.
• Conducted thorough risk assessments to mitigate potential issues during project implementation, safeguarding client interests and investments.
• Fostered an inclusive work environment that encouraged knowledge-sharing between colleagues from different functional backgrounds.
• Demonstrated financial skills, managed practice budget, analyzed budget variance and implemented action plans.

• Drafted comprehensive financial plan to offer recommendations and supporting data.
• Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
• Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
• Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
• Increased client satisfaction by providing personalized financial planning services and investment recommendations.
• Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.
• Leveraged advanced analytical tools to evaluate potential investments and construct diversified portfolios for clients.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Enhanced client retention by delivering timely market insights and adjusting investment strategies accordingly.
• Managed sensitive client information with utmost discretion, building trust among existing and prospective clientele alike.
• Achieved significant revenue growth by exploring new markets and expanding the firm''s client base through targeted marketing initiatives.
• Assisted clients with budgeting and cash flow management.
• Educated clients on potential risks and rewards associated with various investments.