Ben Armstrong Email & Phone Number

Adelaide, South Australia, Australia

• Created multiple Salesforce Reporting Dashboards (and reports) for different departments including; Regulatory/Compliance, Products, Governance, Rate Delegations, Member Response.
• Creation and maintaining of Executive lever reports, that also include daily, weekly and monthly reporting.
• Use of analytics to help understand business results, including pricing initiatives, and marketing campaigns.
• Regular external benchmarking and reporting (e.g. market share, performance against peers, etc.) to track the performance of the retail portfolios against competitors and the industry, to assist with identifying.
• Assisted in the development of a monitoring framework to assess product performance against key criteria including member, growth and financial.
• Data analytics for both Heritage and Peoples Choice brands yearly FBT implications inline with regulatory requirements.

Adelaide, South Australia, Australia

• Successfully created and rolled out internal remediation calculators for head office and also branch staff.
• Supported and ran multiple Salesforce Projects to enhance user experience and workflow journeys. This saw uplifts in regulatory and compliance reporting. Reduced frontline time and in turn providing a better member.
• Successfully remediated and closed off multiple streams of work.
• Supported the merger of the Credit Unions (Heritage and Peoples Choice) with data analysis work.
• Supported with data work to help align both Credit Unions product strategies and offerings.
• Continued to support Financial Planning remediation where any complaints were made.

Adelaide, South Australia, Australia

• In collaboration with the knowledge management team, all department managers and SME’s successfully updated 680+ Work Instruction documents.
• Maintained and audit the Activity Tracker with the objective to support back office staff and management to help determine and maintain correct FTE levels.
• Project managed the Dormancy project; which successfully identified all ASIC submission accounts and also identified the cleanup of required accounts.

Adelaide, Australia

• Conduct GVC Calculations and Remediate affected clients
• Successfully rolled out Opt-In Process across the Financial Planning Practice
• Successfully rolled out EFDS Process across the Financial Planning Practice
• Conducted audit of all Revenue codes between 50+ providers including legacy products, and historical and current data.
• Leverages existing skills and capabilities to effectively support the Financial Planning Project team to drive increased efficiency wherever possible.
• Constructs training guides, manuals and/or work instructions for all key project tasks performed in X-Plan and any other new systems and processes implemented into the business.

Adelaide, Australia

Working both as part of a team and anonymously supporting Peoples Choice Credit Union to meet their new business sales targets whilst maintaining and servicing existing member base. This highly customer focused role involved sales prospecting/lead generation, cross sales of insurance and financial planning products, contract management, KPI setting and.

50 Flinders Street, Adeliade SA 5000

• Working both as part of a team and anonymously supporting multiple Financial Planners within the review team. The role involves utilising the planner’s diary, usage of Xplan, GVC’s, 3 week ASIC project role, Fact Find.
• Consistently achieving 130% of workflow target.

Norwood And Adelaide CDB

• Practice Support Officer Duties (6 Months Secondment):
• Creation of Weekly, Monthly & Year to Date reporting for Financial Planning State Vs. Commercial, Retail and Business referral partners
• On boarding of new team members
• OH&S state awareness & compliance
• State and Practice managers support
• Creation and distribution of marketing material

• Duties
• Stock inventory
• Collection of stock for orders
• Fulfilment of orders
• Time management
• Communication with delivery drivers

• Duties
• Strong customer service focus
• Mentoring and coaching new sales consultants
• Dispute resolution
• Attending and running open inspections and appraisals
• KPI setting and tracking

Modbury

• Duties
• Managed up to 8 employees
• Coached and mentored staff, including comprehensive training for new staff
• Assisted staff to achieve targets
• Dedicated store OH&S representative
• Performed receipt reconciliation and general cash handling

South Australia, Australia

• Duties
• Managed up to 18 employees
• Preparation of store for opening and balancing of daily takings
• Coaching and mentoring both new and existing staff in improvement of sales techniques
• Motivated my staff, creating teamwork within store
• Assisted with customer enquiries

• Duties
• Staff rostering to a budget for 80 staff
• Assisted with customer enquiries
• Prepared store for the start and end of day
• Assisted and trained new staff
• Crew hiring and retention

Full Stack Web Development

Skills: Express.js · Sequelize · VSCode · CSS · Bulma · BulmaReact · React · NPM · MongoDB · GraphQL · MySQL · NoSQL · React.js ·.

Advanced Diploma Of Financial Planning

Diploma Of Financial Planning, Financial Planning And Services Rg146