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Skills

  • Manual process elimination
  • Problem resolution
  • Process equipment
  • Client Onboarding Optimization
  • Team management
  • First Aid/CPR
  • Daily financial processing
  • Customer service
  • End-to-end process streamlining
  • Communications

Work Experiences

  • Created educational material and hosted interactive workshops for members on retirement planning, resulting in a 36% increase in attendance.
  • Achieved an operational efficiency gain of 38%.
  • Looked for industry trends on social media and through online sources.
  • Oversaw the delivery of system project by metric team, which resulted in system.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted with the transition of 8 underperforming funds into growth-focused strategies, enhancing annual returns by $9 for clients.
  • Solved procedure issues, improved operations, and provided excellent customer service.
  • Contributed to investment risk assessments.
  • Collaborated with external auditors.
  • Collaborated with financial analysts.

Summaries

  • Achieved a 18% reduction in downtime for retirement funds processing.
  • Achieved a 23% improvement in member satisfaction.
  • Superannuation Administrator with a track record of motivating and overseeing employees to improve fund performance, increase client satisfaction, and enable long-term growth.
  • Achieved smooth, error-free transitions during data migration projects.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Accelerated member payouts.
  • Achieved zero discrepancies during regular audits.
  • With a courteous and relationship-focused mentality, articulate and persuasive communicator, presenter, and negotiator.
  • Boosted audit readiness.
  • Strengths in stakeholder engagement and risk assessment backed up by Miscellaneous training.

Accomplishments

  • Achieved a 60% decrease in benefit inquiries by providing proactive communication and education to fund members.
  • Led training sessions for 5 new team members on APRA and ATO superannuation compliance, elevating team efficiency by 16%.
  • Boosted client engagement by 65% by launching a digital self-service portal for superannuation queries.
  • Increased efficiency by introducing a QuickBooks system that enhanced fund performance tracking for 17 members.
  • Coordinated year-end tax and superannuation statement generation for 4 members, achieving 67% on-time completion rate.
  • Developed and implemented an automated contribution tracking system, reducing manual processing time by 5 hours per week.
  • Successfully managed asset portfolios exceeding $17, ensuring compliance with all financial and regulatory standards.
  • Monitored and reconciled employer and employee contributions, resolving discrepancies and ensuring compliance with regulatory standards.
  • Regularly communicated with fund members to resolve benefit inquiries, achieving 57% satisfaction rate in customer service feedback.
  • Produced real-time analytics on superannuation fund trends using Power BI, revealing opportunities for a 23% improvement in investment opportunities.

Affiliations

  • Society of Women Engineers
  • Institute of Chartered Accountants Australia
  • Association for Computing Machinery
  • National Association of Social Workers
  • Global Association of Risk Professionals (GARP)
  • International Association of Administrative Professionals
  • Financial Planning Association of Australia (FPA)
  • Australian Institute of Company Directors (AICD)
  • SuperStream Working Group
  • Financial Services Institute of Australasia (FINSIA)

Certifications

  • Salesforce
  • Member Identity Surveillance & Security Training Certificate - Lakeside Partners 2016
  • Retirement Benefits Management Certification - Northwind
  • Advanced Superannuation Governance and Ethics Certification - Ironclad Systems
  • CompTIA Network+
  • Certified Financial Planner (CFP) - Financial Planning Association (FPA) 2023
  • Diploma of Superannuation - Beacon Labs 2022
  • Certified Fund Management Analyst (CFMA) - Brightline 2021
  • Certificate IV in Financial Services (Superannuation) - Harbor & Co. 2022
  • Certified Public Accountant (CPA)

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