Tegan Gemmell

• Manage the end-to-end client service, ensuring seamless onboarding, implementation, and ongoing administration of client portfolios
• Prepare implementation for Statements of Advice (SOA) meetings, ensuring accuracy and alignment with client strategies
• Process advice-related transactions including superannuation rollovers, pension commencements, investment applications, and cash management account setups
• Assist with Ongoing Fee Arrangements (OFA) and Fee Disclosure Statements, maintaining compliance with regulatory requirements
• Coordinated client onboarding, ensuring compliance with KYC requirements, platform setup, and thorough documentation for new and existing clients
• Liaise with product providers (super and insurance) to manage applications, follow-ups, and account queries
• Manage risk insurance implementation, including applications, alterations, and policy servicing in line with adviser recommendations
• Prepared client review packs and portfolio summaries, facilitating informed discussions during ongoing advice and review meetings
• Manage client transactions including contributions, withdrawals, switches, and pension payments
• Respond to client enquiries and provide timely updates, ensuring a high standard of communication and service
• Monitor outstanding requirements and proactively follow up to ensure timely completion of client requests and applications
• Maintain strong attention to detail across all administrative processes, ensuring accuracy, efficiency, and compliance
• Build and maintain strong relationships with clients, advisers, and external providers to support the smooth operation of the practice
• Developed and maintained internal templates, checklists, and spreadsheets, streamlining workflows and enhancing team efficiency
• Liaise with Insurance BDMs to stay informed on product updates, underwriting changes, and process improvements

• Paraplanner, preparing Statements of Advice outlining tailored insurance strategies based on client goals and circumstances.
• Case manager responsible for managing the end-to-end insurance application process.
• Conduct in-depth phone consultations to complete insurance applications based on client disclosures.
• Liaised with insurers to obtain pre-assessments, determining eligibility and addressing loadings, exclusions, or declines.
• Coordinate medical testing, documentation, and other underwriting requirements prior to submission.
• Assisted with temporary insurance transfers between superannuation funds by preparing quotes, applications, and submitting TPA forms for Certificates of Currency.
• Action full superannuation rollovers and ensure closure of previous accounts and insurance policies.
• Revised terms prompted generation of comparison reports and alternative insurance options for Financial Advisors.
• Managed documentation via DocuSign and followed up on outstanding requirements to ensure timely application completion.
• Process beneficiary nominations and handle client correspondence and communications with super funds
• Maintain strong attention to detail and client service throughout the application and onboarding process, ensuring compliance and timely follow-up.

• Managed incoming calls and directed them using a multi-line telephone system and Aircall.

• Directed customer communications to the appropriate department personnel.

• Provided administrative support, organising documents, and rearranging schedules.

• Utilised booking system Calendly to schedule appointments.

• Processed payments and updated accounts to reflect balance changes.

• Prepared detailed correspondence, reports, and documents with meticulous attention.

• Utilised Microsoft Office Suite for various administrative tasks and preparation of documentation.

• Created and maintained Microsoft Excel spreadsheets for record-keeping and reporting.

• Analysed customer credit reports and identified discrepancies it, errors, and potential areas of improvement.