Clare Powell Email & Phone Number

Sydney, Australia

Sydney

Manage SMSF client relationships through the adviser, accountant and direct trustee network.• Provide active client management through proactive communication, engaging and empathising with clients; answering queries in a full and timely manner• Manage a client portfolio including financial advisers and accountants as well as direct trustees to ensure Multiport is the first choice provider for SMSF administration and compliance.• Provide the point of contact for all client queries including compliance questions and portfolio reporting • Liaise with the Sales team to identify adviser trends and review new business opportunities• Provide education for advisers and their support staff • Monitor daily transactions, breach identification, generate Centrelink Schedules• Liaise with Fund Administration team to prioritise tasks and workflow

North Ryde, Nsw

Private Wealth Partners is an independently owned firm of financial planners providing advice to private wealth clients within Sydney and Canberra.• Reporting to Financial Adviser/Business Owner• Developing and maintaining strong client relationships to ensure existing clients refer friends, family and colleagues• Proactive approach to client management through regular communication, engaging and empathising with clients; answering queries in a full and timely manner• Liaising with external referral parties, working with the adviser to develop these relationships to grow the client base through new referrals - many of the practice’s clients have come via referral parties and this function has been central to the significant growth the practice has seen in recent years• Managing the administration of investments for clients, including super and insurance applications for wrap clients, SMSF entities and HNW clients• Maintaining client portfolios and data within Xplan as well as running investment reports • Reviewing and monitoring clients’ asset allocations against risk profiles, monitor investment maturities and cash balances and prepare advice documents for adviser review• Answering day to day calls and email queries from clients regarding their portfolios• Preparing for and attending client meetings - preparation of reports; minute taking and administrative actions post-meeting to reduce the adviser’s workload • Providing secretarial and personal assistant duties for the business owner, assisting with day-to-day prioritisation of work, diary management, travel arrangements• Co-ordinate and manage specific functions and events as required

Thame, Oxfordshire, Uk

• A busy and demanding role balancing the provision of day to day assistance for a range of school services with the development of facilities to meet the changing demands of the curriculum - the school had 350 staff, 2,200 students and was split over 2 sites• Coordinated large scale projects including - Grounds maintenance contract review; Lettings policy review and organisation; Furniture replacement programme; Health and safety information and awareness • Worked with the Site Managers co-ordinating buildings maintenance programmes to ensure that they were on schedule and assisted with response to urgent repairs • Developed the catering contract, working in partnership with the contractor to introduce healthier food and resulting in the school achieving an award in a regional competition• Project managed small works and office refurbishments• Studied and passed a national recognised certificate in health and safety• Attended meetings of the Board of Governors to report on key milestones within the facilities development plan

London, United Kingdom

• Project managed the tender and implementation of a new travel agent within the UK head office which served several hundred staff and partners• Project managed the implementation of a Facilities Helpdesk. This service provided one point of contact for over 700 staff.• Coordinated regular reviews of the Helpdesk service, monitoring the response time and customer satisfaction for each area of service and developing the database to assist in the analysis• Reviewed policies and procedures within the area of responsibility• Advised overseas office managers on travel and insurance matters and coordinated the yearly reviews• Promoted to the role from Facilities Administrator (May 2000 – Feb 2001)

Buckinghamshire, England

The centre is a residential venue for international conferences and training programmes as well as special events• Overall responsibility for client services at the centre • Successfully managed a team of 7 through a period of change and re-organisation • Developed client relationships to increase repeat business - the majority of companies were regular clients and many letters of reference note the excellent service provide by front of house staff• Collated information from clients prior to their visit and communicated detailed requirements to all departments• Prepared client accounts and improved the recovery of incidental charges• Duty Manager and reception desk cover as required• Promoted to this role from Client Liaison Coordinator (Oct 1995 – Jan 1998)