Clerise Allwright Email & Phone Number

A loyal and dedicated Planner Assistant with 20 years’ experience within the Banking and Finance industry. A career delivering exceptional customer service and administrative support to Financial Planners, business managers and clients across business banking, wealth and retail divisions. A specialist in portfolio management displaying exemplary time management, prioritisation and organisation skills to meet all deadlines and maintain a positive impression to the Financial Planners, customers and organisation’s brand and reputation.Recognised stakeholder management skills when tailoring a communicative style to build ongoing, positive working relationships that lead to successful and sustainable business outcomes.A collaborative team player who can also work independently demonstrating an innate “attention to detail” and delivers 100% data integrity and highest quality standards.Customer/Client Serviceso Face to face and phone based customer queries within retail, wealth and contact centre environments o Management and Resolution of complaints and escalationsPortfolio Managemento Document preparation and Reportingo Research and Analysiso Database Managemento Diary Management of planner and staff appointments Risk and Complianceo OH&So Client Audits against legislation and regulationo Reporting Administration o Strong organisational skillso Working to targets/KPI’s and service delivery standardso Manage electronic and manual fillingo Time Managemento Prioritisationo Computer skills – Microsoft Word, Excel, PowerPoint, Outlook, Skype for Business, Telstra Messaging Interpersonal skills or Stakeholder Managemento Communication skills both written and verbalo Building effective, long term relationships at all levels of business