Aaron Spiteri Email & Phone Number

Sydney, New South Wales, Australia

• Evaluated client requests to update personal or banking information, and updated using broker software.• Managed individual, company, and trust accounts to ensure client relationships, names, and official powersi.e. power of attorneys and trustees, were up to date and certified.• Analysed, and linked settlement processes and trading subscriptions with broker advisers.• Maintenance of tax residency, ABN, and TFN information being sent to the ATO.• Applying AML/KYC procedures when on-boarding customers• Practice prudent risk management by identifying and responding to business risk.• Finalised client account seizure, and notification processes.• Managed deceased estate accounts, probates, and solicitor trust processes.

Mascot, Sydney

• Fostered and maintained effective relationships with colleagues.• Reviewed and reported on client accounts with common usage of Excel and HandiSoft software.• Prepared financial statement reports and documentation for 50+ clients from diverse sectors.• Established positive relationships with 15+ potential clients and assisted in securing them as clients forBourke Business Consultants.• Led guests and clientele with a welcoming social seang and services upon business entry.• Establish a comforting and clinical business reputation with administrative and supply chain managementto ease clients and colleagues into business services.• Managed training and assisting new employees in customer service, administration, and software.• Appraise and update Facebook page information and client following.