Tim Wingad Email & Phone Number

Mount Duneed, Vic, Au

Mount Duneed, Vic, Au

Melbourne, Victoria, Australia

Providing client service operational support including processing client and investment data, reconciliations, and client investment reports as part of the Operations Support Team.Participating in team projects to implement improvements and enhancements to internal processes and client outcomes.Delivering training to teammates and wider business co-workers on investment data management and reporting.Possessing an in-depth understanding of the data complexities and… Show more Providing client service operational support including processing client and investment data, reconciliations, and client investment reports as part of the Operations Support Team.Participating in team projects to implement improvements and enhancements to internal processes and client outcomes.Delivering training to teammates and wider business co-workers on investment data management and reporting.Possessing an in-depth understanding of the data complexities and requirements of a range of client types, including superannuation and institutional clients. Show less

Edinburgh, Scotland, United Kingdom

Collaborated directly with clients to build valuable relationships and ensure their success (including training and discussions on Accounting, GAAP, STAT, IFRS & GIPS procedures).Delivered timely and accurate information regarding financial statements and analytics reporting.Worked closely with Service Delivery Managers to build and manage valuable relationships with clients (institutional investors and investment managers).

Edinburgh, United Kingdom

Reconciled investment transactions and holdings of investment portfolios using a state-of-the-art web-based system.Ensured timely delivery of accurate investment information, including accounting, analytics and compliance reports.Created and maintained valuable relationships with data providers, clients, and account managers to ensure accuracy of reconciliation.

Melbourne, Australia

Coordinated Consumer Home Claims Assessors to attend for on-site assessments to claimants’ homes in order to assess building and contents damage sustained from claim events.Analysed and reviewed Assessors’ attendance travel zones to maximise workforce efficiency and productivity.Completed daily, weekly, monthly and ad hoc reporting and analysis on Assessors’ work output for business’ Regional Managers and Assessing Team Leaders.

Melbourne, Australia

Worked in a small operations team to oversee and manage day-to-day operations and administrative functions for the Southern Australian region Property and Specialty Consumer Claims (PSCC) department. Completed and distributed daily, weekly, monthly and ad hoc reporting and analysis to front-line and senior leadership teams, summarising and analysing the performance output of approximately 60 customer facing company team members.Met regularly with Regional Managers and Team… Show more Worked in a small operations team to oversee and manage day-to-day operations and administrative functions for the Southern Australian region Property and Specialty Consumer Claims (PSCC) department. Completed and distributed daily, weekly, monthly and ad hoc reporting and analysis to front-line and senior leadership teams, summarising and analysing the performance output of approximately 60 customer facing company team members.Met regularly with Regional Managers and Team Leaders to discuss reported results and assisted with identification of improvement opportunities. Show less

Melbourne, Australia

Provided exceptional customer service and proficiency in claims management and processing.Possessed a strong knowledge and understanding of dozens of insurance product offerings and their correct applications to individual customer claims.

South Melbourne

Lonsdale Street, Melbourne

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Master'S Degree, Commerce (Finance)

Bachelor Of Arts - Ba, (Political Science)