Daniel Williams Email & Phone Number

Queensland, Australia

Brisbane, Queensland, Australia

Brisbane, Australia

Brisbane

Brisbane, Australia

12 Month Contract - Finish September the 22nd• Collate and distribute Monthly League Ladder, Practice Management reports including revenue, sales & converted referrals (COO).• Production of regular & adhoc reporting as required, including Risk completion & suspense reporting, weekly acceptances, pipeline etc • Manage the Access databases, CIT (external fund database), FeeDB (Plan Fee Database). • Provide administration support to the Practice Support Manager including maintaining an Asset register organising TOT, computer access, phone, business cards etc and any other administrative duties as seen appropriate.• Organise and orchestrate induction process for new Financial Planners to the business. Collation of qualifications and issuing their letter of authority.• Maintain the ASIC connect system.

Brisbane City, Queensland, Australia

The Business Support Officer manages all inbound and reactive Sales queries, supporting the State Sales team in the provision of high quality sales administration support and general office administration duties which ensures our Sales Team maintains focus on Proactive Sales Activity.This role is the first point of contact in the State Office for the Sales Team and Advisers.• Handle adviser issues and enquiries to ensure resolved in a timely fashion • Manage all inbound phone calls • Coordinate the set up of new advisers (L400 codes, Online Access, Salesforce) • Prepare state reporting and presentations as required • Prepare New and Increase quotations for Advisers • Ensure all state office / adviser compliance requirements are met and recorded e.g. CPD, Soft Dollar • Coordinate the State Calendar • Coordinate all state based functions and events; ensuring a consistent process is followed and high standard is met for all • Liaison point for the National Sales Office, including Key Accounts, Tech Services etc. • Ad hoc administrative duties to ensure the State Manager, Business Development Manager/s, Business Development Officer/s, the broader Sales Team and our advisers needs are met • Responsible for ensuring that the Salesforce database is completed both quantitatively and qualitatively within acceptable timeframes RG146 Compliant

Providing Financial Advisers with a seamless end to end New Business service experience by managing their requests across the Risk Assessment teamProcessing of new and increase applications accurately within service standards.Providing superior customer service to all customers both internal and externalProviding quality documentation and correspondence to our customers.Suspense management with financial advisers and third party providers e.g. Medical centresContinuously demonstrating Asteron's Principles to Live by in all aspects of Risk Assessment administrationAdhering to the set New Business service standards and turnaround times.

Brisbane Area, Australia

• Answering inbound calls for Life Risk, Superannuation and Investment Products• Assisting customers with their telephone enquiries• Identify sales and retention opportunities and refer to the appropriate channels• To drive customer service excellence through innovation and process efficiency, aligning the Customer Service teams for scalable growth and execution excellence

Milton

• Handling customer complaints (non-deliveries, product complaints, changes to order, florist complaints)• Inbound and outbound calls to customers for general order enquires • Email correspondence through internal systems and also uploading of images for Florists• Organising logistics for Florists for express timed deliveries of orders via Courier websites and also via phone. Companies used – Fastway, Startrack, Allied, Mailcall, Jet Couriers, Civic Couriers• Product knowledge of 7 different service lines. Each service line having its own individual running system• Placing online orders for Sales customers and processing of credit card payments• High volume workload through specific events – Mothers Day/Valentines Day

Brisbane

• Controlling ingoing and outgoing mail• Organising courier requests international and domestic. Using companies such as (DHL, Startrack Express, Messenger Post)• Managing security pass and physical door access • Monthly statistics for reporting• Request files through Recall• Logging internal premises management queries through online systems and implementing them• Correspondence with internal and external contractors for building maintenance.• Setup and maintain meeting rooms• Systems used – Micrsoft Office Suite/Internal Logging system/DHL, StarTrack, Messenger post courier systems• Obtained quotes from contractors for internal maintenance and office fit outs.• Followed company wide occupational health safety criteria for incoming contractors

Rg146 Compliant, Financial Planning And Services

Tier 1 & 2

Diploma Of Exercise Science And Fitness Business, Personal Training

Activities and Societies: Obtained Certificate 4 in Fitness Received a Certificate 4 in Personal Training

Education record