Paramvir Singh Email & Phone Number

Wallan, Vic, Au

Melbourne, Victoria, Australia

· Process Management: Expertly processed SMSF rollover out applications, ensuring adherence to all business rules and regulatory requirements to maintain compliance standards.· Transaction Authorization: Authorized a high volume of transaction volume exiting Hostplus Super, demonstrating proficiency in managing large-scale financial transactions efficiently and accurately.· Process Improvement and Insight: Provided valuable insights to improve SMSF application processes, leading to enhanced efficiency and reduced processing delays, thereby improving overall customer experience.· Quality Assurance and Stakeholder Service: Undertook authorizing and quality assurance (QA) of team work, ensuring adherence to service level agreements and quality standards to provide superior service to stakeholders.

Melbourne, Victoria, Australia

Client Communication and Support: Provided comprehensive information to members (Australian Super) and authorized financial advisors regarding superannuation products, services, and transactions, demonstrating strong communication skills and a client-centric approach.· Problem-Solving and Ownership: Anticipated member needs and took ownership of investigating complex queries, ensuring timely resolution and satisfaction, highlighting proactive problem-solving abilities.· Task Management and Follow-Up: Managed tasks effectively, including following up on pending applications outside designated timeframes, showcasing strong organizational skills and attention to detail.· Application Assessment and Communication: Assessed applications and delivered regular updates to members through various communication channels, ensuring transparency and clarity throughout the process, demonstrating effective communication skills.· Leadership Development and Training Support: Identified as a successor for Team Leader role, handling escalations, conducting one-on-one coaching sessions with team members and quality assessments, and providing insights to the training team to enhance new trainees' confidence and comfort on calls, showcasing leadership potential and commitment to continuous improvement.

· Data Organization: Efficiently managed client details on CCH iFirm, utilizing the platform to organize and maintain client records systematically. Implemented best practices for data organization to streamline processes and facilitate easy access to client information.· Query Resolution and Software Proficiency: Acted as a key point of contact for client queries, providing timely and helpful responses to address their concerns and inquiries. Additionally, gained valuable exposure to accounting software platforms such as Xero and MYOB, acquiring foundational proficiency to support accounting tasks and enhance client service delivery.

Melbourne, Victoria, Australia

Office Administration and Client Management: Managed office administration duties while concurrently coaching cricketers of various ages and skill levels. Utilized strong interpersonal and communication skills to build and maintain a robust client base, ensuring effective client engagement and satisfaction.

Wallan, Victoria, Australia

Wendouree, Victoria, Australia

Ballarat, Victoria, Australia

Lake Gardens, Victoria, Australia

Bachelor Of Accounting And Finance

Victorian Certificate Of Education

Education record