Taylah Giuffre
Summary
Detail-oriented and highly organized professional with a demonstrated history of working in the financial services industry. Known for meticulous attention to detail and a strong team player mentality. Proven track record of streamlining processes and consistently meeting deadlines in a collaborative environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Edge Advisory Partners
02.2020 - Current
- General responsibility for operational, reporting and administration functions of the practice.
- Ensuring all client service standards and compliance requirements are met and understood and implemented by the team.
- Delivering an exceptional level of service to clients, being pro-active in meeting their requests and using initiative to follow up on their behalf.
- Efficiently manage the day to day tasks required by clients and Advisers. Be competent in taking ownership and handling tasks on behalf of advisers and the wider team.
- Implemented recommended strategies for clients.
Financial Planning Assistant
Beach Wealth Advisers
03.2019 - 02.2020
- Collaborate with financial advisor to gather client information and understand their financial goals and needs.
- Prepared reports and other documentation ahead of prospective client and current client meetings.
- Conduct thorough research on investment and risk products, financial markets, and regulatory changes to provide accurate and up-to-date information.
- Preparing SOA documents for holistic financial advice recommendations
- Assist in client meetings with advisers and take detailed notes to develop strategies
Medical Receptionist
Olympic Park Sports Medicine Centre (OPSMC)
03.2016 - 03.2019
- Adhered to strict guidelines to protect patient privacy.
- Managed multi-line phone system and pleasantly greeted patients.
- Supported office staff and operational requirements with administrative tasks.
- Performed various administrative tasks by filing, copying and faxing documents.
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
Education
Bachelor of Commerce - Financial Planning
Deakin University
Geelong, VIC10.2018
Skills
- Team Leadership
- Internal and External Communications
- Client Correspondence
- Client Relationship Management
Certification
Certificate IV in Real Estate Practice
Timeline
Client Relationship Manager
Edge Advisory Partners
02.2020 - Current
Financial Planning Assistant
Beach Wealth Advisers
03.2019 - 02.2020
Medical Receptionist
Olympic Park Sports Medicine Centre (OPSMC)
03.2016 - 03.2019
Bachelor of Commerce - Financial Planning
Deakin University
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