Leigh Delfsma Email & Phone Number

Moranbah, Queensland, Australia

Gladstone, Queensland, Australia

I am currently employed as Receptionist and Client Services Officer at Soundbridge Financial Services, Soundbridge is licensed under MLC and provides comprehensive financial advice, investment opportunities and insurances to a wide range of clientele.Responsibilities include:• Simultaneously create multiple reports for Financial Advisors prior to them attending regional appointments• Demonstrated ability prioritising large workload• Demonstrated experience conducting Post Review Maintenance• Upload documents to Soundbridge’s database as required• Create notes, record and track all communication with clients• Submit documentation to the para-planning team and MLC• Complete time critical tasks in a calm and timely manner• Organise and prepare documentation for presentations• Prepare required documentation for Statements of Advice• Bind and professionally present documents• Complete ordering of merchandise, brochures, booklets, PDS, ordering of stationary and office supplies• Conduct housekeeping duties to ensure the conference room remains tidy and suitably presented for client meetings• Demonstrated experience providing customer service, greeting clients• Ability to communicate professionally whilst answering and making telephone calls• Ability to effectively communicate with colleagues and clients at all levels• Provision of refreshments to clients while they wait for their appointment• Ability to effectively communicate with government bodies and companies regarding client affairs, Centrelink, Department of Veteran Affairs, Superannuation companies and Insurance companies• Scheduling appointments with Advisors and their clients• Demonstrated ability following all organisational procedures • Experience ensuring compliance regulations are met• Ensure compliance to all confidentiality legislation

Gladstone, Queensland

Employed and trained as a Toyota Service Advisor allowed me the opportunity to incorporate my customer service and administrative skills for the provision of a positive experience for all customers.• Demonstrated Customer Service ability and invested interest in the quality of their experience• Effectively communicate with a variety of clientele• Complete and provide invoicing of all servicing and repairs• Effectively liaise and communicate with vehicle fleet companies• Finalising invoices with fleet companies• Effectively communicate with skilled professionals in the workshop to ensure the correct services were being provided and accurate completion times were indicator to clients• Professionally answer phone calls and enquiries in a timely manner• Schedule vehicles in for service and repairs• Ensuring all paperwork is prepared for the next day of services• Handling cash and card transactions• Complete banking tasks• Liaise with Toyota parts department to order parts in a timely manner• Work independently and run the service department on Saturdays• Effectively prioritise the urgency of work and invoices• Develop a personal understanding of mechanical terminology, parts and services to ensure advice and scheduling accurately met the requirements of the customer

Tanum Sands, Queensland

Working closely with my team to deliver excellent customer service, communicating product knowledge and styling techniques to maximise sales and build customer loyalty.• Customer Service• Answering phone calls and enquiries• Receiving and checking in stock• Showcasing product and display preparation• Cash handling• Cleaning/ tidying• Banking• Transferring stock• Sourcing stock from other stores• Working in other stores and teams when called upon