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.

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.