Summary
Overview
Work History
Education
Skills
Interests
Referees
Timeline
Generic

Ashley van Irsel

Christchurch

Summary

Highly motivated and detail oriented Financial Adviser with 10+ years experience in the Finance industry as a whole. I demonstrate knowledge of Life and Health products and developing customised recommendations.

I have a proven ability to build long-term client relationships and develop new Advisers through exceptional customer service, leadership skills and strong communication, which positions me to make a significant impact.

I am looking for an opportunity to leverage my expertise in a role that supports and enhances the performance of Advisers.

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Overview

12
12
years of professional experience

Work History

Adviser - Life and Health

Gallagher
10.2022 - Current
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Educate clients on specific financial matters and provide professional recommendations based on each clients' individual needs.
  • Meet with businesses, individuals and families to help build and execute their financial goals.
  • Perform all necessary due diligence.
  • Expand customer base through community outreach and business partnerships.
  • Achieved annual sales targets
  • Developed strong relationships with clients to ensure retention and loyalty.

Credit Controller

MYOB
03.2018 - 10.2022
  • Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
  • Devised collection recovery strategies to resolve customer issues and delinquent cases.
  • Optimized collection processes, improving operational efficiencies
  • Set up and improved accounting systems and processes to meet business needs and maximize operational success.
  • Minimized accounts receivable collections and reconciled customer billings and statements.
  • Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.

Finance Administration Supervisor

MYOB
07.2020 - 11.2021
  • Lead the day-to-day operational running of the New Zealand Finance Support team
  • Recruited, interviewed, hired and trained 2 direct reports and implemented mentoring program to promote positive feedback and engagement.
  • Supported the Finance Manager with special projects and additional job duties.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.

Project Lead

MYOB
08.2020 - 09.2020
  • Lead a project management team to create a new product for MYOB
  • Produced quality standards, checklists, report templates and processes.
  • Closely collaborated with project members to identify and quickly address problems.
  • Set up and managed team meetings.
  • Drove team's execution of quality management throughout division, improving process effectiveness, cost-effectiveness, resource and process efficiency.

Credit Control

Farmlands Co-operative
02.2016 - 03.2018
  • Provisioning
  • Maintained a high level of accounts/portfolio
  • Outbound/Inbound Calls
  • Processed payments and applied to customer balances.
  • Contacted customers to collect outstanding payments via one-time or negotiated instalment methods.
  • Researched accounts and completed due diligence to resolve collection problems.
  • Set up and updated customer accounts and CRM with interactions, payments and personal information.
  • Performed administrative tasks such as recordkeeping, writing correspondence and gathering materials.
  • Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.

Case Manager

Ministry Of Social Development
10.2015 - 02.2016
  • Uncovered opportunities for employment, and vocational and training options
  • Found ways to support and help clients to achieve their goals and ensuring that they are fully supported throughout the process of becoming financially independent
  • Provided income support
  • I showed sensitivity, empathy and trust to all clients

Account Manager/Assistant Team Performance Coach

Pioneer Credit Aquisition Services
02.2012 - 10.2015
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanour.
  • Achieved performance goals on consistent basis.
  • Monitored accounts for compliance with established payment plans and flagged non-compliances.
  • Used skip tracing and other techniques to locate debtors.
  • Assisted in training new team members on, company services and collection strategies.
  • Worked with customer to create debt repayment plan based on current financial condition.
  • Listened to customers and negotiated solutions that met creditor and debtor needs.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Assisted in conducting weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.

Education

Financial Services

Open Polytechnic of New Zealand
01.2023

Knowledge Space
Perth
2015

Christchurch Girls' High School - Te Kura O Hine Waiora
Christchurch, NZ
2004

Skills

  • Financial Services
  • Making Recommendations
  • Sales
  • Client Rapport-Building
  • Management
  • Project Leadership
  • Portfolio Management

Interests

  • Going out and eating at restaurants - I enjoy checking out all the new and existing hospitality spots in Christchurch and through travelling
  • Squash – I enjoy playing squash on a social level now, however from a young age I played at a very competitive level and belonged to Canterbury representative teams and the New Zealand Secondary Schools team, which allowed me to travel New Zealand. In the under 17 age group, I was ranked at number 2 in the South Island and. I hold my coaching certificate and enjoyed coaching while in high school.
  • Tennis - – I played at a competitive level when I was younger. Belonging to North Canterbury representative teams. While I was in high school, I enjoyed coaching juniors.

Referees

These are available on request

Timeline

Adviser - Life and Health

Gallagher
10.2022 - Current

Project Lead

MYOB
08.2020 - 09.2020

Finance Administration Supervisor

MYOB
07.2020 - 11.2021

Credit Controller

MYOB
03.2018 - 10.2022

Credit Control

Farmlands Co-operative
02.2016 - 03.2018

Case Manager

Ministry Of Social Development
10.2015 - 02.2016

Account Manager/Assistant Team Performance Coach

Pioneer Credit Aquisition Services
02.2012 - 10.2015

Financial Services

Open Polytechnic of New Zealand

Knowledge Space

Christchurch Girls' High School - Te Kura O Hine Waiora

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Ashley van Irsel