I specialise in client services support for senior financial planners.I am best known for loyalty, reliability, positivity, a strong customer centric focus and a caring nature, ensuring others are well supported within the workplace. I have worked in various roles within the finance sector with 30 years of experience, and received awards within the industry as a result of putting the client first and building strong relationships.My key skills include:• Office management and administration skills, including exceptional time management skills, meeting tight deadlines, and providing innovative solutions• Financial administration, including implementation of planners’ advice, e.g. processing trades, superannuation rollovers, insurance, liaising with relevant departments • Relationship building with clients, internal customers and colleagues• Operational support, as well as quality assurance, and compliance with policies and procedures• Team leadership, motivation and support, including representing team at internal Advisory and Engagement Councils• Professional in appearance, phone manner and delivery of all business duties• Strong written and communication skills, as shown when keeping customers updated, and supporting planners and management In the work I do, I see planners struggling with: 1. High workloads and competing demands2. Turmoil when unforeseen priorities take precedence in their schedule3. Wasted time when travel itineraries have not been planned meticulously4. Demands of audits and complianceBy providing effective administrative assistance, I am able to:1. Seamlessly anticipate the needs of their schedule2. Improve their productivity3. Remove distractions4. Provide confidence that the job will get doneThe ultimate result is that the planners I assist can be confident that their office is running efficiently.