Geri M.

Experience

• 

  BT Financial Group

  Jan 2000 - May 2016

  Client Services

  Various roles including Corporate Super Client Executive (8 years), Project Co-ordinator (3 years) and Customer Insights Analyst (4 years)

• 

  Roe's Financial Services

  Aug 2018 - Apr 2019

  Client Service Officer
• 

  Carer Support

  Jul 2019 - Sept 2019

  Temporary Receptionist

  Temporary role as receptionist on busy switchboard for 3 month contract through recruitment agency for leading NFP company focusing on carer's pastoral care, aged-care activities, respite and CHSP referrals

• 

  Aged Care Alternatives (Resthaven)

  Oct 2019 - Dec 2019

  Temporary Receptionist

  Temporary role as receptionist on busy switchboard for 3 month contract through recruitment agency for leading aged-care assessment company specialising in CHSP referrals.

• 

  AnglicareSA

  Mar 2020 - Sept 2020

  Temporary Administrative Assistant

  Doing whatever needs to be done from the city to the South in Anglicare offices. Reception, data entry, risk project, fill in program coordinator -you find the work and I will do it...

• 

  Integrity Financial Advisory

  Sept 2020 - Apr 2021

  Client Services Officer

  Another short term contract completed in the Financial Services sector in 2021

• 

  BT

  Apr 2021 - Mar 2023

  Customer Relations Consultant

  Legislation educator, product informer, counselor, query resolver, bearer of good and bad news , during my current tenure at BT I've answered every type of query there is a about superannuation, insurance and markets. While I love helping every caller, it is time to move on to a role that embraces all of my skill sets.

• 

  Coastal Advice Group

  Feb 2024 - now

  Reception Administrative Assistant