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Alyce Hazell

Customer Services

Summary

Actively looking for a Administrative/customer service role either on a part time or full time basis. I have a helpful and caring deamour, I use my initiative, possess the ability to multi task and enjoy being part of team.

Work experience

20152015

Studied Interior Design

Homebase

Brief course to go through all the elements of building a house, from the base to the interior design of a room.

Oct 2014Feb 2015

Financial Planning Assistant

Partners Wealth

  • Provide a high level of customer service to new and existing clients.
  • Lodgement of superannuation, SMSF, insurance, Stock trades, fund investment changes and any alterations required.
  • Following up on outstanding til completion in a timely manner.
  • Following compliance accurately.
  • Client annual reviews performed on a monthly basis.
  • Ongoing study of DFP.

June 2014Oct 2014

Paraplanning/Client Services

Experien insurance

  • Provide a high level of customer service to high net worth of professionals within the Medical Industry.

  • Lodgement of new business Insurance Applicons, following up til completion and ensuring a smooth process.
  • Attending Seminars and workshops to keep up to date with product changes.
Oct 2011Jun 2014

Financial Planning Assistant

Precept Financial Services

  • Lodgement of superannuation, SMSF, insurance, Stock trades, fund investment changes and any alterations required.
  • Maintaining ongoing and new client relationships by providing a high level of customer service and understanding.
  • Achieving quarterly targets.
  • Maintaining compliance and keeping up to date with laws within the financial industry.
  • Mentoring and managing colleagues and being of service to 5 advisors.
  • Organising meetings with BDM, states Underwriters to ensure smooth processing of applications, completions and product knowledge.
  • Attending corporate events to develop or maintain business relationships.
  • Client reviews accurate and completed before due.
  • Ongoing DFP study.

July 2011 Sept 2011

Case Management

Onepath Insurance
  • Preparing Insurance cases for approval.
  • Keeping work constantly accurate
  • Providing assistance with quotes.
  • Updating policies with any required changes or amendments.
  • Banking and administrative duties
  • Looking after Adviser and client queries.

Jul 2007Jul 2011

Pension Analyst

Pension Transfers Direct
  • Preparing UK Benefit projection reports.
  • Data entry and administrative duties
  • Researching UK funds and gathering details
  • Following up on outstanding in a timely manner and updating advisers across WBC, ANZ, St George, Bankwest, CBA, NAB.

Mar 2006Jul 2006

Support Worker within Aged Care

Mercy Hospital
  • Looking after the well being of clients
  • providing domestic aid
  • Shopping for client
  • Providing company and understanding.
  • Maintaining a sincere and high level of care
  • Ongoing training to help with dementia clients
Jan 2005Mar 2006

Settlements Officer

Ledge
  • Administrative duties and answering the phone professionally.
  • Issuing settlement cheques and banking.
  • Preparation of minor documents.
Apr 2004Dec 2004

Data Entry Operator

Jardine Lloyd Thompsons
  • Data Entry - Entering accounts and medical certificates precisely.
  • Administrative duties
  • Customer queries

Nov 2000Feb 2001

Customer Service in Manchester Department

Target
  • Sales Assistance to customers on the floor and via mobile
  • Using Price Labelling Device.
  • Maintaining a clean and tidy department.
  • Being friendly and helpful whenever possible.

Education

Aug 20152015

Interior Design and Decorating

Homebase

Building design and planning
Reading and amending house plans
Identifying housing styles

Flooring and lighting
Types and applications of floor treatments
Types and applications of lighting

Kitchens, bathrooms and laundries
Design layouts
Finishes, hardware and fittings


Storage solutions
Planning and designing storage areas
Hardware and fittings
Storage brief and online research activity

Colour theory
Colour and its application
Colour schemes
Paint selections and finishes

Window treatments and decor
Types of window treatments
Decorating your home
Changing or creating a room - workshop

2004

Diploma of Finance

TAFE

Completed Customer Service

Completed Sales and Service

Completed Dealing with Conflicts in the Workplace

Gained Valuable Knowledge of Economics, banking, lending and accounting.

20122014

Diploma of Financial Planning I, II and III

Kaplan

Understanding Insurance

Operation of Insurance markets

General Insurance

Personal Insurance

Advisory Function

Legal Obligations and Compliance

Applying principles of professional practise to work in the financial service industry

Comply with financial planning practicing ethical, operational and regulation guidelines

Determine client requirements and expectations

20122012

Cert IV in Mortgage Broking

NPI

All aspects of  Mortgage lending, laws and practises and laws associated.

References

Nicholas Hart B.A.Adv Dip Fin Serve (FP)

Securicor Financial Group Ltd (formelly PTD Manager)

T (08) 9323 3000

Lisa Gliddon, Senior Analyst

Pension Transfers Direct

Mb 040 406 4234

Mary Shaw, Administrative Manager

Precept Financial Services

Mb 041 222 8107

Hobbies and Interests

Gardening

Designing Furniture 

Carpentry and woodwork

Stock market & investment options

Computers and Technology

Writing