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  • Minimalist White and Grey Professional Resume 1

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    Shauna Canning is seeking full-time employment where she can demonstrate her commitment, motivation, and skills in communication, problem-solving, time management, leadership, and teamwork developed through previous jobs and associations. She currently works as a Client Services Officer at Millennium Wealth Advisory providing administrative support, preparing client reviews, and managing client relationships. Previously, she was a Sales/Customer Services Officer at Economiq-IQ Capital Group where she supported financial planning products, managed client files and communications, and maintained records.

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    Shauna Canning is seeking full-time employment where she can demonstrate her commitment, motivation, and skills in communication, problem-solving, time management, leadership, and teamwork developed through previous jobs and associations. She currently works as a Client Services Officer at Millennium Wealth Advisory providing administrative support, preparing client reviews, and managing client relationships. Previously, she was a Sales/Customer Services Officer at Economiq-IQ Capital Group where she supported financial planning products, managed client files and communications, and maintained records.

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    © All Rights Reserved
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    47 views1 page

    Minimalist White and Grey Professional Resume 1

    Uploaded by

    api-710672547
    Shauna Canning is seeking full-time employment where she can demonstrate her commitment, motivation, and skills in communication, problem-solving, time management, leadership, and teamwork developed through previous jobs and associations. She currently works as a Client Services Officer at Millennium Wealth Advisory providing administrative support, preparing client reviews, and managing client relationships. Previously, she was a Sales/Customer Services Officer at Economiq-IQ Capital Group where she supported financial planning products, managed client files and communications, and maintained records.

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    of 1

    SHAUNA CANNING

    CONTACT PROFILE

    0422 027 056 I am seeking an opportunity where I can gain experience and demonstrate my
    commitment and motivation to add value to any role I undertake. I am a confident
    shaunacanning@hotmail.com and articulate individual with a commended ability to work with others to achieve
    set outcomes. My leadership and communication skills have been developed and
    12/13d Wydham Avenue, Southport, demonstrated through engagement with associations, and previously held jobs. I
    QLD 4215 am motivated to obtain full-time employment, and willing to learn and develop
    professionally.
    SKILLS
    Communication skills WORK EXPERIENCE
    Problem-solving abilities
    Time management Millennium Wealth Advisory | Client Services Officer – April 2023 – Current
    Leadership qualities
    Providing administrative support for the financial advisers.
    Proficiency in Microsoft Office Suite
    Preparing reviews for SMSF & property/individual clients.
    Attention to detail
    Management of client relationships through regular contract.
    Adaptability
    Staying up to date on SMSF financial planning products and policy changes.
    Teamwork
    Database management – multiple pipelines for clients.
    Creativity
    Manage implementation of all client files for all SMSF’s/external funds & insurances.
    Monitor and track all insurance applications and liaise with appropriate insurers.
    EDUCATION Ongoing maintenance of client base and communication records.
    Current Student at Griffith University - 2023 File management & compliance files.
    Grace Lutheran College Year 12 Caboolture, Sending out appropriate communication to new and/or existing clientele.
    Queensland Graduated November 2015 Reporting and maintaining accurate records and updates
    Certificate III in Business and Business Everyday use of office 365 and all platforms.
    Administration- 2017
    Certificate II Retail- 2016
    Economiq-IQ Capital Group Sales/Customer Services Officer
    Certificate III Allied Health Serivces-2015- Sunshine
    Coast Institution of TAFE
    (February 2022 to December 2022 - Made redundant)

    Queensland Certificate of Education (QCE) 2015-


    Grace Lutheran College School Staying up-to-date on financial planning products and policy changes.

    2015 Certificate I & II Business Database management – managing multiple pipelines for clients.
    Managing the implementation of all client files for all superannuation & insurances.
    Monitoring and tracking all insurance applications and liaising with appropriate insurers.
    REFERENCES Ongoing maintenance of client base and communication records.
    File management & compliance files.
    Amanda Brown: 0406 613 812 (Currently working with Lodging new business into the pipeline and master calendar/s.
    at Millennium Wealth Advisory) Sending out appropriate communication on behalf of salespersons & or financial advisers.
    Reporting and maintaining accurate records and updates.
    Jason Klashovski: 0457 541 698 (Previously worked Daily and weekly reporting of results and status updates.
    with at Economiq) Maintaining contact with client services, sales & the call Centre on client updates and outcomes.

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