Sam Murfitt Email & Phone Number

Wellington, Nz

Wellington, New Zealand

Wellington, Wellington Region, New Zealand

Produced efficient and accurate banking skills under the Banker Accreditation skills required for levels 1 and 2.• Provided clients with an understanding of KYC/AML requirements.• Contributed to client satisfaction while providing excellent service relating to their everydaybanking needs.• Responded to and processed service-related enquiries in a confident and accuratemanner.• Accurately Identified clients' needs beyond the initial request• Effectively referred clients to specialist bankers where appropriate• Assisted clients through their queries on term deposits, Trusts, Kiwisaver and personalloan maintenance

Wellington, Wellington Region, New Zealand

• Preparation for tutorials (including readings and exercises);• Delivery of scheduled tutorials;• Availability for specified student consultation each week during teaching times;• Marking of student work;• Meetings with other tutors and the course coordinator

Wellington, Wellington Region, New Zealand

• Effectively planned and managed accurate transaction processing of Fisher Funds investments’ lump sums on a daily basis.• Successfully formatted and allocated hundreds of direct debits daily while exhibiting stellar time management and communication skills.• Developed a range of Excel skills such as managing worksheets, formatting cells, sorting data, conditional formatting and a range of other important skills.• Uploaded successful and accurate spreadsheets with correct formatting onto the registry wealth management database (Sonata).• Proven effective in correspondence with fund manager for clarification of clients’ investment allocations.• Shown strong attention to detail to ensure quality control while checking other administrators’ investment allocations

Wellington, Wellington Region, New Zealand

• Improved office operations through consistent hard work and dedication.• Executed and prepared a high quality furniture audit using unfamiliar software.• Proved successful working within tight deadlines and a fast-paced atmosphere.• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity. • Collaborated with other team members to achieve excellent results.

Wellington, Wellington Region, New Zealand

Bachelor Of Commerce - Honours, Finance, Second Class Honours (First Division)

Corporate Finance, Advanced Microeconomics (Game theory and Consumer Choice), Fixed-income Securities, Behavioural Finance Research.

Bachelor Of Commerce - Bcom, Economics, Finance And Commercial Law

Endorsed With Excellence

Activities and Societies: Student Leader