Implementation of financial advice for a large clientele base. Preparation of documentation for advice meetings and scheduling appointments. Management of support related duties on behalf of clients, & requested by clients in a timely manner with efficient problem solving & exceptional customer service. Lead point of call for the charity sector of the business.

Engage, coordinate & manage trades during the restoration process for buildings damaged by insurable eventsCommunicate & negotiate with trades to track the progress of jobsLiaise between insured parties & insurance companiesCoordinate access to properties with insured partiesDispute / issue resolution as requiredEnsure all work conforms to legislative & contractual OHS requirementsEnsure all relevant inspections, certificates & documentation is signed offWork closely with Estimators & On-Site SupervisorsAssist in organising contracts, processing quotes & updating variationsCost reportingSupport & assist the administration team when required

Implementation of financial advice for a large clientele base. Preparation of documentation for advice meetings and scheduling appointments. Management of support related duties on behalf of clients, & requested by clients in a timely manner with efficient problem solving & exceptional customer service. Lead point of call for the charity sector of the business.