Phillip Zajkov, ASA

Experience

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  McDonald's

  Jan 2015 - Jan 2019

  Crew Member

  At McDonald's, my primary role was to liaise with customers at the front counter, drive-thru, and McCafé. In this role, I maintained food and safety standards, keeping the restaurant clean and sanitised. It was during my time at McDonald's that I learned the importance of teamwork and coordination while working under pressure.

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  Crown Resorts

  Jan 2019 - Jan 2022

  Events Waiter

  Currently, I am working as an Events Waiter at Crown Melbourne’s Events & Banquets department as a casual staff member working approximately 2-3 days per week. Key responsibilities include:- Delivering positive 5-star customer experience to patrons and VIPs at large-scale events- Attending to and managing guest’s dietary requirements- Maintain a high level of accuracy and attention to detail in a high-pressure environment

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  Evolve Development

  Feb 2022 - Dec 2022

  Accounts Payable/Receivable Officer

  I worked as an Assistant Accountant for a property development company. My role included the following duties:- Providing accounts payable, administrative, and clerical services- Receive and verify invoices and requisitions for goods and services- Liaise with suppliers and contractors regarding invoices- Allocating paid invoices with correct accounting codes for- Accurate processing and payment reconciliation of accounts - Data entry into MYOB accounting system- Assist CFO with ad-hoc duties as required Show less

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  Prime Financial Group

  Aug 2022 - Oct 2023

  Wealth Manager

  At Prime Financial, my role was to oversee the implementation and completion of Statements of Advice (SOA) and Records of Advice (ROA). This includes the organisation and preparation of all required forms and applications to assist in creating/closing investment recommendations, SMSFs, and conducting super rollovers between funds. Included in my list of duties:- Work with financial advisers in the preparation and implementation of Statements of Advice and Records of Advice - Assist advisers in the management of ongoing advice service obligations and advice document preparations- Complete and Co-ordinate application lodgements/withdrawals/investments- Establish and maintain client accounts and process service requests - Compile written financial recommendations & product disclosure statements- Provide financial advisers with technical support where required- Supporting advisers with over-flow of phone calls and other client communications- Assisting clients with administration-based queries regarding their trades and accounts- Manage day-to-day administration and operational needs of advisers’ business Show less

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  Height Capital

  Oct 2023 - Apr 2024

  Accountant
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  Elbaite

  Apr 2024 - now

  Accountant and Operations Assistant