Experienced and detail-oriented Client Services Officer and Virtual Assistant with over 7 years of professional experience in financial planning administration, client support, data analysis, and process improvement. Currently supporting Australian financial advisers in wealth management, superannuation, insurance, investments, and client administration through end-to-end advice implementation and practice management.
Highly skilled in client onboarding, maintaining CRM databases, preparing financial planning documentation, provider liaison, research, and administrative support. Proficient in Xplan, WealthEye, MyProsperity, Microsoft Office, Outlook, Canva, and various financial planning platforms. Strong background in stakeholder communication, problem-solving, training, coaching, and delivering high-quality client service.
Previously worked with Accenture, where I progressed from Data Analyst to Trainer, Subject Matter Expert, and Technical Coach, demonstrating leadership, attention to detail, and a commitment to excellence.
I am reliable, organized, quick to learn new systems, and passionate about helping businesses streamline operations while providing exceptional support to clients and teams.
Key Skills:
• Client Services & Administrative Support
• Financial Planning Administration
•Superannuation & Insurance Processing
• Investment Applications & Product Research
• Xplan, WealthEye & MyProsperity
• CRM & Database Management
• Email & Calendar Management
• Data Analysis & Reporting
• Process Improvement
• Customer Service & Stakeholder Communication
• Microsoft Office Suite & Canva
• Virtual Assistance & Remote Work
Verified
