Arjun Shrestha

Experience

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  JB Hi-Fi Business

  Apr 2018 - Jul 2018

  Accounts Internship

  • Communicated with Clients as a Telstra brand partner• Prepared mobile reports, monthly invoices, and stock reports with the use of Excel and MS Word• Preparing consignments and receiving the stocks from suppliers• Ensured that Stocks are up to date and recorded in a timely manner• Emailing the customers, printing, and performing various administrative duties• Used software such as Telstra mobile helpdesk portal, MYOB, and Reporter

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  Prime Financial Group

  Jan 2019 - Oct 2019

  Prime Financial Group ASX: PFG is an integrated Accounting, Wealth Management & Capital Advisory firm. It was founded in 1998 and manages a 1.5 Billion Clients fund and partners with 30+ Accounting firms all across Australia.My responsibilities included: ADMINISTRATION• Compiled written financial recommendations & product disclosure statements.• Completed & co-ordinated application lodgments/withdrawals/investments.• Maintained client files/filing & co-ordinated review schedule. • Issued Client welcome packs and Financial Services Guide • Undertaking Administrative inquiries and coordinated client Invoicing.• Provided backup support to Private Client Advisers by placing direct equity trades on the market.• Provided support to the Marketing/Operations team.CLIENT RELATIONSHIP COMMUNICATION• Builded Client & Joint Venture Relationships & Support Advisers.• Managed incoming Client Calls and assisting where appropriate.• Identified opportunities to cross-sell service offerings to clients.• Provided backup support to the Receptionist.• Maintained Ongoing Service Program for clients, including review workflow.• Followed up calls to new/existing clients.OFFICE MAINTENANCE/ MANAGEMENT & REPORTING • Liaised with Manager to maintain & improve internal processes & turnaround times.• Ensured compliance and best practice procedures are followed.• Assisted with the Team’s workflow & allocate tasks.• Trained new staff members by following Prime’s established processes & procedures.• Maintained Client Management System & data integrity.• Provided requested reports to Manager in requested time frames. Show less Prime Financial Group offers a Self Managed Super Fund as well as other various financial services. Prime's Integrated SMSF Service covers Financial and Retirement Planning, Investment Advice, Insurance as well as Accounting, Tax, and Compliance for SMSF.My responsibilities included :• Managed Super and Retirement Planning process and assets.• Setting up SMSF and reviewing the existing trust deeds.• Used Class to generate data feeds, financial reports, bank statements, and monitoring various transactions.• Compiled and stored documents as part of the SIS Compliance Act.• Liaised with the Manager to update the progress of the assigned task and providing requested documents. Show less

  • Client Services Officer - Wealth Management

    Mar 2019 - Oct 2019

  • SMSF Administrator - Wealth Management

    Jan 2019 - Apr 2019
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  CPA Australia

  Feb 2019 - Jan 2021

  CPA Australia is one of the world’s largest accounting bodies with a membership of more than 164,000 Finance, Accounting, and Business professionals in 118 countries across the globe.The CPA Australia Ambassador Program is designed to empower students and create leadership opportunities.As part of this volunteer role, CPA Australia Student Ambassadors:• Increased CPA brand awareness at the university level through education and student engagement channels.• Connected University students to the CPA Australia Network at industry nights, career fairs, and professional events.• Provided strategic input to improve student engagement and brand exposure at on-campus events. Show less

  • Student Ambassador - Hobart

    Feb 2020 - Jan 2021

  • Student Ambassador - Melbourne

    Feb 2019 - Jan 2020
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  Findex

  Aug 2021 - Sept 2022

  Client Services Officer - Wealth Management

  • Provided a point of contact for clients answering calls, emails, and non-advice queries.• Ensured client/adviser appointment deadlines are monitored and client files are FASEA compliant.• Prepared Advisers Annual/Interim/Desk review packs to ensure a smooth review process for clients.• Maintained client database and maintained the highest standard of client confidentiality.• Drafted professional and accurate client communications and review documents.• Liaised with a wide range of external bodies including banks, Centrelink, share registry, and insurance providers.• Obtained research and information as requested by the Financial Advisers.• Used Xplan for servicing clients for their initial appointments, portfolio reporting, organising annual, interim, and desk reviews.• Covered reception duties on a weekly rotation basis by assisting clients from different service division and Same Day Tax Return services. Show less

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  TAE Private Wealth - Tas

  Sept 2022 - now

  Senior Client Services Officer - Wealth Management

  • Conducting detailed research/fact finding on existing and new clients in preparation for a Record Of Advice / Statement Of Advice.• Executing the implementation of advice in accordance with the RoA / SoA and implementing regular investment rebalance switch.• Ensuring appropriate paperwork is completed for Super rollovers, new Super/Pension account set up, submitting Notices of intent, etc.• Setting up new accounts, track the progress of their implementation to ensure establishment in a timely manner and completion of compliance check.• Liaising with clients regarding any changes that suit their needs i.e. change of investment amounts, bank details, pension payments, nomination of beneficiaries as instructed by the client/adviser.• Ensuring compliance documents are signed, completed, and filed accordingly i.e. Risk Profile, Certified ID, FSG, PDS, TMD, ATP, TPA and Fact Find.• Actioning client-initiated requests including the processing of withdrawals, super contributions, pension payments and providing statements as requested.• Assisting Advisers in preparation SoA , RoA , Letter of Execution , Letter of No Advice , review meetings packs and implementation of advice as necessary.• Maintaining the client information through Xplan ensuring Ongoing Service Agreement, FSG, Fact Find, Review dates, and Risk profile dates are up to date.• Preparing Letter of Execution, Statement of Advice, Review documents for clients and monitoring the monthly reviews for clients.• Formatting and editing of advice documents, review packs, and ongoing service agreements.• Following up on tasks and/or leads including insurance renewals and client execution requests.• Liaising with the Adviser by ensuring the advice is appropriately provided to the client in a timely manner.• Handling the client calls and liaising with Centrelink, Super funds, Banks, Share registries, and relevant providers. Show less