Brylie Curran Email & Phone Number

• CRM management (Xplan) at a dealer group level • System Support • Implementation and maintenance of datafeeds and data integrity • Creation and maintenance of Xmerge templates • Creation and maintenance of automated processes and work flows • User & user group administration

Melbourne, Australia

• CRM administration (Xplan) at a dealer group level • System Support • Implementation and maintenance of datafeeds and data integrity • Creation and maintenance of Xmerge templates • Creation and maintenance of automated processes and work flows • User & user group administration

Melbourne, Australia

• Full diary, travel and itinerary management • General office administration • Preparation and collation of reports for monthly meetings • Preparation and distribution of meeting minutes • Handling client communications on behalf of the Director • Drafting letters and correspondence to clients and fund managers • Preparation of all documentation required for client meetings • Full CRM administration and management (Xplan) - which included the following: • Full maintenance of the site… Show more • Full diary, travel and itinerary management • General office administration • Preparation and collation of reports for monthly meetings • Preparation and distribution of meeting minutes • Handling client communications on behalf of the Director • Drafting letters and correspondence to clients and fund managers • Preparation of all documentation required for client meetings • Full CRM administration and management (Xplan) - which included the following: • Full maintenance of the site • User administration • Implementation and establishment of data feeds • Implementation of CommPay • Creation of merge document templates • Basic wizard creation • Creation of new processes/work flows through the use of threads/cases Show less

Melbourne, Australia

• Extensive diary management for four advisers • General office administration • Data entry • Preparation of Power Point presentations, agendas and minutes for meetings • Drafting letters and various documentation • Travel and itinerary coordination • Managing and screening all correspondence to the Director • Managing mail and couriers • Coordinating internal and external functions including client seminars and staff conferences • Basic Payroll and accounts functions • Full CRM… Show more • Extensive diary management for four advisers • General office administration • Data entry • Preparation of Power Point presentations, agendas and minutes for meetings • Drafting letters and various documentation • Travel and itinerary coordination • Managing and screening all correspondence to the Director • Managing mail and couriers • Coordinating internal and external functions including client seminars and staff conferences • Basic Payroll and accounts functions • Full CRM administration and management (Xplan) - which included the following: • Full maintenance of the site • User administration • Maintenance of data feeds • Extensive template creation including Records of Advice • Campaign management • Basic workflow creation (threads) • Invoicing Show less