Alexandra Giomataris Email & Phone Number

Melbourne, Victoria, Australia

• Technical Support Planning; SMSF, Tax, Structures, Reporting• Client Reviews• Financial Plans• Client Support/Relationship Management• SOA preparation• Financial Modelling• Superannuation Strategy and Administration

• Administrative/Adviser Support • Trading • Compliance • Event management • Business Improvement • Client Relationships and Meetings

Melbourne, Australia

Analyst in Professional Investor Services and Senior Analyst International SolutionsProfessional Investor Services:* Produces tailored and bespoke reports that include Portfolio Valuations and Performance Reports for high networth clients.* Accurate and timely generation of reports*Liaising with Advisors* Monitor and analyse performance attribution, liquidity and other relevant influences on portfolio performance* Applies knowledge to financial reporting within job requirements* Demonstrates familiarisation within financial market environment*Strong understanding of financial markets and benchmark performanceInternational Solution (Solely Responsible for Team):* Managing end to end account set up and on-boarding of new clients* Execution International Trades and FX through International Portal* First point of contact for international dealings * Track Advisor FX Trades and Brokerage* Strong international Market knowledge

Melbourne, Australia

* Prepares asset, liability, and capital account entries by compiling and analysing account information.* Documenting financial transactions by entering account information. *Maintains accounting controls by preparing and recommending policies and procedures.* Preparation financials and Tax Returns* Substantiates financial transactions by auditing documents.*Secures financial information by completing data base backups* Maintaining client relationships* Managing/Delegating jobs and staff where necessary* Maintains financial security by following internal controls.* Maintains customer confidence and protects operations by keeping financial information confidential.

Customer Service, working as part of a team, cash handling.Able to deal with and solve customer complaints.

Melbourne, Australia

Summer Internship where I worked as part of a team processing individual/business tax returns. I was responsible for accurate data entry and general administrative duties. I attended client meetings and helped prepare documents for Audit.

Bachelor Of Commerce (B.Com.), Accounting And Finance

Rg146

Smsfa Accreditation