Wes. Davidson

Wes. Davidson Email and Phone Number

Retired @ Home
spain
Wes. Davidson's Location
Happy Valley, South Australia, Australia, Australia
About Wes. Davidson

My key strengths are the ability to work in a busy team environment and to accurately complete tasks within specified timeframes. I have an enthusiastic outlook and a strong work ethic, and am focused on customer service. Attention to detail is important to me, and I also have extensive experience in problem solving in a work environment where multiple tasks and changing priorities are the norm. Varied positions have provided an opportunity to hone a broad range of skills, particularly communication – both verbal and written – with the priority of ensuring high quality customer service.I enjoy the challenges of new concepts and have successfully and promptly grasped new areas of learning and procedures with enthusiasm.

Wes. Davidson's Current Company Details
Home

Home

View
Retired
spain
Website:
rczero.com
Employees:
13863
Wes. Davidson Work Experience Details
  • Home
    Retired
    Home Jun 2024 - Present
    Happy Valley, South Australia, Australia
  • Chris Shaw Financial Services
    Para Planner
    Chris Shaw Financial Services Sep 2016 - Jun 2024
    Bridgewater, Sa
    Provide support to the financial planner *Duties include preparation of paraplanning submissions and drafting of Statements of Advice, as well as implementation and administrative tasks.
  • Money Works Financial Planning Pty Ltd
    Client Services Manager
    Money Works Financial Planning Pty Ltd Dec 2015 - Sep 2016
  • Chris Shaw Financial Services
    Paraplanner
    Chris Shaw Financial Services Sep 2015 - Dec 2015
    Bridgewater, South Australia
    Provide support to the financial planner Duties include preparation of paraplanning submissions and drafting of Statements of Advice, as well as implementation and administrative tasks.*Engagement is on a casual basis only*
  • C & B Financial Strategies
    Para Planner / Advisers Assistant
    C & B Financial Strategies Mar 2015 - May 2015
    Adelaide, Australia
    Assistant to 2 financial planners Duties include preparation of documents and reports for annual client reviews. In consultation with planner, prepare Records of Advice and Statements of Advice. Prepare and submit insurance application.
  • Warnecke & Co.
    Financial Planning Assistant/Clerk
    Warnecke & Co. Oct 2008 - Mar 2015
    Adelaide, Australia
    Assistant to 2 financial planners, one of whom is also a mortgage broker. Duties include preparation of documents and reports for annual client reviews. In consultation with planners, prepare Records of Advice and Statements of Advice. Prepare and submit insurance applications. Prepare and submit home loan applications, and manage application process, including liaison with clients and lenders. Completed Diploma of Financial Planning. Some exposure to vehicle leasing applications.
  • National Australia Bank
    Team Support Officer
    National Australia Bank Aug 2007 - Mar 2008
    Adelaide, Australia
    Manage and support team of 5 staff with diverse range of responsibilities. Duties include supervision of reconciliation for accounts, voucher enquiries, processing of bank documentation. Weekly planning and regular forecasting of team resources and output. Training of new staff. Interstate travel to state offices as trainer. Special Recognition Award for contribution to NAB Values. Annual Appraisal rating of “Commendable”

Wes. Davidson Skills

Clerical Skills Financial Planning Financial Services Numerical Ability Tenacious Work Ethic Customer Service Customer Satisfaction High Level Of Accuracy Problem Solving Communication Helping Clients Legal Compliance Leadership Microsoft Office Windows Sales Process Improvement Change Management Business Analysis Program Management Microsoft Excel Microsoft Word Finance Management Financial Analysis Forecasting Banking

Wes. Davidson Education Details

  • Sait
    Sait

Frequently Asked Questions about Wes. Davidson

What company does Wes. Davidson work for?

Wes. Davidson works for Home

What is Wes. Davidson's role at the current company?

Wes. Davidson's current role is Retired.

What schools did Wes. Davidson attend?

Wes. Davidson attended Sait.

What skills is Wes. Davidson known for?

Wes. Davidson has skills like Clerical Skills, Financial Planning, Financial Services, Numerical Ability, Tenacious Work Ethic, Customer Service, Customer Satisfaction, High Level Of Accuracy, Problem Solving, Communication, Helping Clients, Legal Compliance.

Who are Wes. Davidson's colleagues?

Wes. Davidson's colleagues are Zachary Fuentes, Fiekerte Yohannes, Sue Wilson, Elizabeth Dennis, Edna Wintermantel, Phạm Quyết, Jovena Cruz.

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