•Working with and learning from Financial Planners•Managing Financial Planner diaries•Performing ad-hoc duties on behalf of Financial Planners such as Paperwork Preparation to help with strategy implementation.•Talking, Interacting and building relationships with Clients•Performing Transactions on behalf of Clients•Reception duties•Versed in Systems such as Bluedoor, CRM and Advice OS•Booking Appointments•Preparing Seminars for Financial Planners and attending

Duties included:• Data Entry – AA Forms, Financial Checklists• Experience in handling confidential information• Equipment and Facility Maintenance• Reception – interacting with Clients• Ordering and upkeep of Stock• Answering and Redirecting Calls• Preparing and organising Seminar Packs• Preparing files and transfer• Filing and organising a file room• Experience in using computer systems i.e. Outlook, Connect, CIA, Excel, Xmpro• Posting ,Franking and Binding Mail• Cleaning and maintaining Coffee machine• Time management Skills• Managing a calendar to manage files for a financial planner• Preparing reports using data

•Experience in teaching people from diverse cultures and background, families and children. Well developed people skills from dealing with people with diverse life problems. Leading and and helping fellow missionaries, Door to Door approaches, Dealing with rejection and hostile people.•Spoke to congregations ranging from 200-800 people on at least 50 occasions.•Helped people overcome addictions such as smoking through a stop smoking program.•Selected as Trainer / 1 on 1 training with 3 young men ages ranging 18-23 on 3 occasions in their first 12 weeks as missionaries teaching them skills and helping them to adjust to missionary life.•Selected as District Leader / led a group of 8 missionaries, Training them on missionary skills, such as teaching, finding people to teach, and planning how to use time wisely. Served in this position for 3months.•Experience working with statistics e.g. Key indicators i.e. Number of lessons taught per week, Number of New contacts found etc.•Selected as Zone Leader / led a group of 24 missionaries at a time, in 4 Different areas of Melbourne, each area with different set of 24. Trained them on missionary skills. Held and conducted meetings with them on over 20 occasions. Conducted 7 Training Workshops at conferences with over 50 missionaries in attendance. Conducted meetings with other leaders to find solutions to help us become more efficient in missionary work. Worked, planned with and provided reports for local church presidents all around Melbourne, looking at statistics. Discussing goals and making plans on according to these numbers. Served in this position for 1 year and 3months.•Improved efficiency, by improving and implementing a program called the 6 keys to conversion, 6 fundamental steps missionaries should use to help people become converted.