Kate Festini Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Australia

We're a specialist entrepreneurial advisory firm, and we're doing things differently. We lookafter business owners by providing holistic solutions in all areas relating to accounting,finance, technology, wealth management, general insurance and law.I am responsible for leading, running and maintaining operations within the growing and fast paced Private Wealth Management unit.Accountable for identifying areas of operational risk and opportunity, I play a crucial role in… Show more We're a specialist entrepreneurial advisory firm, and we're doing things differently. We lookafter business owners by providing holistic solutions in all areas relating to accounting,finance, technology, wealth management, general insurance and law.I am responsible for leading, running and maintaining operations within the growing and fast paced Private Wealth Management unit.Accountable for identifying areas of operational risk and opportunity, I play a crucial role in enabling the Private Wealth team to deliver operational results successfully and efficiently. This is done through delivering improvements in operational efficiencies, challenging the status quo in terms of ways of working, facilitating communications and managing commercial and regulatory frameworks.I work closely with the Directors, the Head of Advice, and wider operations teams to design and implement governance models to complement these ways of working, advocating for and continually challenging the business internally to drive continuous improvement. Show less

Melbourne, Victoria, Australia

Supporting 200+ users with the day-to-day use of software, I was responsible for:• Process development and implementation using technology.• Developing and implementing business processes, including interface design, BAU site management, site administration, advice, and business template maintenance – including using code to create effective and efficient templates, UAT testing and upgrade management.• Finding innovative and simple solutions to business problems to improve… Show more Supporting 200+ users with the day-to-day use of software, I was responsible for:• Process development and implementation using technology.• Developing and implementing business processes, including interface design, BAU site management, site administration, advice, and business template maintenance – including using code to create effective and efficient templates, UAT testing and upgrade management.• Finding innovative and simple solutions to business problems to improve effectiveness and efficiency of processes through technology using design-thinking methodology.• Communicating clearly with users when there are system changes and challenges, and manage user manuals, training guides and knowledge content. • Being an SME to projects on planning systems and applications, user requirements and business processes.• Business and management reporting and analytics.I was also a member of the sustainability council at First State Super, as a council member I:• Provided input into developing the First State Super Sustainability Strategy.• Championed First State Super’s sustainability initiatives and practices, both internally and externally.• Offer perspectives on making First State Super a sustainable workplace.• Communicated goals and key achievements to promote First State Super’s sustainability programs.• Facilitated improvements in the business’ environmental performance.• Agreed short and long term initiatives and metrics to measure progress. Show less

Melbourne, Victoria, Australia

Supporting 200+ users with the day-to-day use of software, I was responsible for:• Training financial planners and support staff on how to use Xplan - specifically new functionality.• Help desk for technical queries for 200+ users.• Develop and build new functionality.• Improve existing functionality.• Coding templates (specific system code called Xmerge, which is based on Python).• Assisting with queries on coding, workflow, modelling tools, research tools and other… Show more Supporting 200+ users with the day-to-day use of software, I was responsible for:• Training financial planners and support staff on how to use Xplan - specifically new functionality.• Help desk for technical queries for 200+ users.• Develop and build new functionality.• Improve existing functionality.• Coding templates (specific system code called Xmerge, which is based on Python).• Assisting with queries on coding, workflow, modelling tools, research tools and other system queries.• All items listed under ‘Xplan Related Work’ below. Show less

Melbourne, Victoria, Australia

• Improving efficiency across the business• Understanding and improving advice and implementation processes, • Recruitment• Managing the Client Service Team of 8 people• Fee for Service Calculator review• Understanding product provider processes and requirements• Assisting the company directors with business management accounts• Client segmentation• Initiating changes to team operating structure• Preparing the business for the ‘Future of Financial Adviser’… Show more • Improving efficiency across the business• Understanding and improving advice and implementation processes, • Recruitment• Managing the Client Service Team of 8 people• Fee for Service Calculator review• Understanding product provider processes and requirements• Assisting the company directors with business management accounts• Client segmentation• Initiating changes to team operating structure• Preparing the business for the ‘Future of Financial Adviser’ (FOFA) reform Show less

Melbourne, Victoria, Australia

Creating business efficiency using Xplan through cross-department collaboration. Developing and implementing multiple areas of Xplan across the business including: • Coding templates using Xmerge code (based on Python)• Interface editing and site customisation• Building wizards• Building exportable reports• Designing and building automated workflows• Improving and customising existing workflows• Management reporting• Full site administration• Licence and… Show more Creating business efficiency using Xplan through cross-department collaboration. Developing and implementing multiple areas of Xplan across the business including: • Coding templates using Xmerge code (based on Python)• Interface editing and site customisation• Building wizards• Building exportable reports• Designing and building automated workflows• Improving and customising existing workflows• Management reporting• Full site administration• Licence and capability management• User and group access management• Xtools/Xtools+ (modelling) assumptions and returns alterations • System settings alterations• Revenue reconciliation and reporting• Datafeed management and troubleshooting • Developing the client online portal and managing access• Understanding new developments of the software and utilising them• Improving efficiency using the system• Running Xplan training sessions for staff• Developing help/cheat sheets to assist staff with using Xplan Show less

Melbourne, Victoria, Australia

• Managing workflow from 5 adviser across 3 Client Service Assistants • Delegation of tasks daily• Prioritisation of tasks• Training new Client Service Assistants and staff• Ensuring benchmark times are met• Ensuring service levels are met• Ensuring chargeable time each week was on target• Improving efficiency across the team• Continued client implementation and administration work as listed below

Melbourne, Victoria, Australia

• Facilitation of all client implementation after the provision of advice• Processing all types of applications• All client administration and implementation (withdrawals, contributions, reweighting accounts, switching investments, in-specie transfers, share purchase and sales, SMSF administration, direct managed funds, managed discretionary accounts, Centrelink)• Maintaining compliant client files on Xplan• Dealing with client administration queries• Client meeting… Show more • Facilitation of all client implementation after the provision of advice• Processing all types of applications• All client administration and implementation (withdrawals, contributions, reweighting accounts, switching investments, in-specie transfers, share purchase and sales, SMSF administration, direct managed funds, managed discretionary accounts, Centrelink)• Maintaining compliant client files on Xplan• Dealing with client administration queries• Client meeting preparation• Advice implementation document preparation• Invoicing• Fielding incoming calls and transferring them accordingly Show less

Melbourne, Victoria, Australia

• Bulk client communications• Ad-hoc template creation• Basic client administration• Event organisation• Client seminar organisation• Accounts payable• Ad-hoc tasks for the company directors

Melbourne, Victoria, Australia

Working in the general insurance part of the business: quotes, claims, issuing certificates of currency, dealing with client queries, processing renewals and endorsements, executing policy cancellations, general administration, liaising with insurers, accounts receivable, issuing invoices.

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