- Daily task is to provide quality Statement of Advice (SOA) documents timely and efficient manner.- Conduct comparison research between insurance and investment products.- Prepare personal cashflow projections to guide the client meeting their short term and long term goals.- Enter clients’ data into financial planning software (XPLAN) and maintain the data up-to-date.- Responsible for assisting the Financial Advisers with the proactive management of a client’s affairs- Manage and respond to client queries within specific time frames.- Keep track and schedule yearly client’s meeting.- Fully comply with the industry rules and standards- Work collaboratively in a team to improve various business processes

- Assisted with all documentation relating to Import Freight Operations.- Registered import shipments via the Expedient software system.- Prepared paperwork for shipment, as required.- Liaised with import clients on all aspects relating to their cargo including forwarding shipments and obtaining release numbers from shipping companies for the collection of empty containers.- Assisted in preparing import documentation to facilitate the packing of containers.- Received and resolve general freight forwarder inquiries, seeking assistance where applicable.- Assisted in preparing import & export documentation to facilitate the packing of containers.- Liaised with the transport department and forwarded relevant documentation to arrange for the packed containers to be delivered to the designated wharf for import. - Generated final manifest for import unpacks and liaise with clients accordingly. - Be willing to work in a team within all areas of the business.- Ad hoc duties as required by General Manager.Achievement:- Awarded "Employee of the Year 2022".- Developed a spreadsheet for the company's new project - LCL domestic transportation in Sydney related to booking, tracking, pricing, and invoicing.

● Supervised 5 staff by delegating roles and responsibilities, completing transactions for +1,000 customers weekly, providing best-in-class service, and managing supplier payments to help generate sales revenue● Demonstrated effective time management, punctuality and organizational skills managing 10 tables per shift● Performed weekly inventories to enable an accurate record of food costs, waste, and estimated amounts and costs required.● Planned for business by using 4 weeks of trends, scheduled labor, and ordered supplies accordingly.

- Provided subject-specific content to help students through drop-in assistance. - Created a professional and welcoming environment by modeling respect for students’ diverse cultures, language skills, and experiences. - Utilized active listening strategies to allow students to determine the content and pace of tutoring. - Utilized listening and questioning strategies as the primary tutoring method to diagnose student needs and monitor progress. - Participated in professional development activities to improve tutorial skills and continue to grow cultural competence and reflection skills. - Provided direct assistance in the use of equipment, learning objects, and materials needed for student success.

● Generated performance reports by creating a dashboard using Excel and developing a project management roadmap with timeline and milestones to evaluate on-time progress against team and company goals● Optimized report processing by using Visual Basic and Microsoft macros to reduce reporting time by 30%● Analyzed large data sets on Construction Material & Construction Structure by calculating the ideal quantity, cost, and quality mix using Excel and ensuring standards were met to share actionable insights to stakeholders