Brent Mitchell Email & Phone Number

Melbourne, Victoria, Australia

Etobicoke, Ontario, Canada

• Support Ontario Youth is a charity that provides ongoing apprentice support across a range of skilled trades, with a focus on attracting, and retaining apprentices within the trades to help address the skills trades gap.
• Trained and led a small team working in administration, marketing, and data management.
• Designed and implemented administration systems and procedures, created training guides, trained and monitored staff in new processes.
• Action account administration and communications for skilled trade apprentices – from start to finish of their apprenticeship - onboarding, apprenticeship progress, education, exams, preparation courses, answering.
• Communications – emails, calls and meetings with a wide range of stakeholders – from Government Ministries, industry support organizations, employer associations, and other non-profits, to employers, colleges.
• Project Management – investigated, developed, implemented and trained in a range of projects and programs, including a digital logbook website for apprentices, bookings system for departments, development, design.

Toronto, Ontario, Canada

• Provision of administrative and practice support to two financial advisors.
• Co-ordinate with financial advisors to facilitate client’s objectives and meet their ongoing wealth needs.
• Create and pre-fill documents for new accounts and account maintenance.
• Process trades (ie. contributions, switches, transfers and withdrawals) on behalf of clients, in a timely manner and in accordance with policies and procedures.
• Communicate with product providers on behalf of clients to ensure processes are completed and resolve any issues that may occur.
• Receive and respond to inbound calls and emails from clients and product providers in a professional manner.

Melbourne, Australia

• Preparation of compliant holistic Statements of Advice, providing detailed financial strategy recommendations and personalised advice: - Analysis of client needs and development of holistic financial strategies..

Croydon, VIC, Australia

• Preparation of compliant holistic Statements of Advice, providing detailed financial strategy recommendations and personalised advice: - Analysis of client needs and development of holistic financial strategies..
• Practice Management and Client Administration: - Implementation and ongoing management of client strategies - Provision of client service (via phone, letters, and emails) and assistance with product administration..

Melbourne, Australia

• Provide website development, support and training both internally and externally
• Liaise with programmers to fix website issues and provide direction on enhancements to improve the user's experience and ease-of-use.

Melbourne, Australia

• Detailed analysis of issues and implementation of corrections
• Resolution of issues and liaision with external clients to achieve suitable outcomes
• Calculation and payment of compensation
• Writing professional explanation and apology correspondence to clients and advisers
• Quality checking written correspondence by colleagues to ensure high standards in written communication are maintained
• Quality control and feedback for staff and implementation of procedural improvements

Melbourne, Australia

• Performing administration duties within a variety of investment platforms - superannuation / allocated pensions, ordinary investments, and insurances.
• Administer contributions, withdrawals, buys, sells, switches, in-specie transfers, rollovers, and action general account maintenance
• Provide telephone and administration support for High Value Advisers to build a working relationship with selected advisers

Melbourne, Australia

• Provision of front line telephone support for an investment platform (superannuation, pensions and investments) - providing technical, legislative and product information to advisers and clients
• Liaising with administration on behalf of advisers and clients
• Building rapport and strengthening customer confidence in AXA with friendly, efficient and effective results-based service

Advanced Diploma, Financial Planning And Services

Investment Funds In Canada (Ifc), Financial Planning And Services

In Progress - Certified Financial Planner (Cfp) - On Module 2 Fp242 Taxation & Investment Planning, Finance And Financial Management Services

Bachelor'S Degree, Bach. Business (Management) & Bach. Business (International Trade)