Xero Certified, Project Manager, Client Services & Team Lead

Overview

Looking for part-time work (4 hours/day)

at $12.00/hour ($1,056.00/month)

Post-graduate degree (Masters, Doctorate, etc.)

Last Active

December 18th, 2024 (yesterday)

Member Since

December 5th, 2021

Profile Description

Professional Experience

Project Manager
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Website Design, Development and Data Entry

• Overseeing web design projects
• Managing web development tasks
• Handling data and inventory management
• Using Figma for design work• Utilizing UsePastel for feedback and collaboration
• Managing projects with ClickUp
• Using Hubspot for client relationship management
• Operating Shopify for e-commerce solutions
• Conducting client meetings to ensure project alignment and satisfaction

Client Services Administrator
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Personal Assistant

• Create email templates and manage emails/save email attachments to appropriate files
• Create tasks following the annual review meeting with clients
• Edit documents for accuracy, format and arrangement of material
• Follow up on outstanding information from clients
• General customer service and managing incoming calls
• Keep Advisers updated on maturing Term Deposits
• Keep ID documents up to date
• Send Faxes/Manage incoming faxes
• Task Management for advisers using Tasks/Planner, etc. and update training events

Compliance

• Audit check on client exposures to Investments, Term Deposits and At Call Accounts
• Fee Disclosure Statements and Fee Consent Forms on Client's Contract Renewal
• Investment Review Committee research of APL (Approved Product List) funds
• Manage and arrange Opt-in Notices and AML/CTF forms
• Update fund PDS documents including Fact Sheets and Target Market Determination

Finance - Xero Advisor and Payroll Certified

• Assist with Year-end financial info for Accountant/Auditor
• Assist with managing client payments
• Manage adviser expense reimbursements
• Manage annual fee reviews/uplifts: CPI/AWOTE increase
• Manage invoices/bills
• Manage/file bank account statements

Information Technology

• Liaise with IT for arranging requests on behalf of advisers

Marketing

• Arrange Christmas cards/gifts for clients

Operations

• CRM data integrity
• Data Entry - Update non-data-fed investment info in the CRM
• Data Integrity Audit - check the info in CRM is correct versus wrap info
• Downloading Annual Tax Reports for clients
• Keep up to date on new wrap functionalities/Liaise with Wrap BDMs
• Manage CRM templates
• Keep posted with CPI/AWOTE updates

 Client-related

• Collate and provide tax reports to clients/Accountants
• Data Entry - Update Client information in the CRM
• Liaise with Accountants for Annual Tax Returns
• Obtaining existing investment/super and insurance information for clients
• Prepare product comparison reports for advisers
• Project Managing New applications/info updates on behalf of clients
• Regular follow-up calls to check on application/form status
• Research and provide reports on requested strategies/technical info
• Responding to requests for info re SMSF clients

Annual Reviews

• Assist advisers with creating/formatting PowerPoint presentations
• Downloading Fact Find for advisers
• Manage annual review meetings and required data
• Prepare SMSF Investment Strategies
• Update Annual Reviews with Investment Data

Financial Planning - Team Leader
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• Train new & existing staff
• Facilitate weekly team catch-ups
• Solve client issues & report to the management
• Provide monthly feedback review to the team
• Responsible for team performance

Senior Accounting Staff
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Customer Service Consultant
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Sales Audit and Admin Staff
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Xero Advisor Certified
Xero Payroll Certified

Additional Skill Set

• Documentation Control
• Attention to Details
• Leadership
• Coaching