Simon B

Simon B Email and Phone Number

Deceased Estate Administrator at Equity Trustees (EQT) @ Equity Trustees
australia
Simon B's Location
Greater Melbourne Area, Australia
About Simon B

A dedicated, qualified, and resourceful professional with years of experience in the Financial Services Sector. Delivers a wide range of solution-focused, high-quality business support, administrative management and customer service for precise and efficient management of case processes focusing on achieving organisation’s strategic direction, innovation and continuous improvement. I am highly experienced in administrative management and maximising performance by defining and explaining key business processes and requirements with strategic planning and coordination to achieve first-rate operational outcomes. I am seeking an opportunity that will allow me to challenge myself, whilst furthering my career in a progressive organisation. Additionally, I am known for the following skills and attributes: ➢ Administrative Abilities➢ Critical Thinking➢ Financial Administration➢ Analytical Skills➢ Problem-Solving Skills➢ Business Support➢ Adaptable and Flexible➢ Adept Multi-Tasker➢ Relationship Management➢ Stakeholder Management➢ Interpersonal Skills➢ Organisation Skills➢ Accountability➢ Team Engagement➢ Work Ethic

Simon B's Current Company Details
Equity Trustees

Equity Trustees

View
Deceased Estate Administrator at Equity Trustees (EQT)
australia
Website:
eqt.com.au
Employees:
254
Simon B Work Experience Details
  • Equity Trustees
    Deceased Estate Administrator
    Equity Trustees Apr 2024 - Present
    Australia
  • Catholic Church Insurance (Cci)
    Investment Officer
    Catholic Church Insurance (Cci) Jun 2022 - Apr 2024
    Melbourne, Victoria, Australia
  • Catholic Church Insurance (Cci)
    Claims Support Officer - Professional Standards (12 Month Secondment)
    Catholic Church Insurance (Cci) May 2021 - Jun 2022
    Australia
  • Catholic Church Insurance (Cci)
    Investment Officer
    Catholic Church Insurance (Cci) Dec 2017 - May 2021
    Melbourne, Australia
  • Link Group (Lnk)
    Underwriter Administrator Insurance (6 Month Fixed Term Contract)
    Link Group (Lnk) Sep 2017 - Dec 2017
    Melbourne, Australia
  • Equity Trustees
    Senior Client Administrator Deceased Estates
    Equity Trustees May 2015 - Aug 2017
    Melbourne, Australia
  • Equity Trustees
    Banking Services & Managed Fund Officer
    Equity Trustees Jul 2014 - May 2015
    Melbourne, Australia
  • Anz
    Income Processing Officer, Anz Trustees Ltd & Wealth Operations
    Anz Oct 2012 - Jul 2014
    Melbourne, Australia
  • Anz
    Sponsorship Officer, Anz Trustees Ltd & Investment Lending
    Anz Jan 2010 - Oct 2012
    Melbourne, Australia
  • Anz
    Deceased Estate Consultant, Anz Trustees Ltd
    Anz Jan 2009 - Jan 2010
    Melbourne, Australia
  • Anz
    Deceased Estate Operations Assistant, Anz Trustees Ltd
    Anz Dec 2005 - Dec 2008
    Melbourne, Australia
  • Anz
    Administrative Assistant, Anz Trustees Ltd
    Anz Jun 2005 - Dec 2005
    Melbourne, Australia

Simon B Education Details

Frequently Asked Questions about Simon B

What company does Simon B work for?

Simon B works for Equity Trustees

What is Simon B's role at the current company?

Simon B's current role is Deceased Estate Administrator at Equity Trustees (EQT).

What schools did Simon B attend?

Simon B attended Victoria University, Melbourne Polytechnic.

Who are Simon B's colleagues?

Simon B's colleagues are Sonia B, Rob Pizzimento, Robert Lauria, Jeckonia Onyango, Michelle Woodhouse, Nevein Versace, Susie Meagher.

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