Carmen Renier
Hamilton,Waikato
Overview
6
6
years of professional experience
Work History
Account Associate
Financial New Zealand (FNZ)
04.2024 - Current
- Timely response and clearance of client queries via email and CRM systems
- Set up and maintenance of platform accounts and users
- Authorization of client instructions in line with client agreements
- Checking and distributing communications across the client base
- Processing monthly fees and commissions within set deadlines
- Providing Administration and Operational support as required
- Answering inbound calls to the Helpdesk phone lines
- Distributing communications across the client base
- Data entry on a daily basis
Administrator
Sygnia Asset Management
07.2020 - 09.2023
- Responsible for maintaining detailed memos of all cases assigned and managing bookings
- Liaison between the Administration team and the Client Service Team
- Maintain a robust internal department relationship to ensure maximum support
- Processing and checking day to day processes, debit orders, cash entries and cash deposits
Administrator
Old Mutual Wealth
11.2018 - 06.2020
- Process different instructions on AWD, IBC and EMS: Withdrawals, debit orders, fee changes and once-off payments
- Manage bank details and Section 14 updates
- Living annuity income review
- Assist with Omis payments and Ian changes
- Assist Team Leader and team with projects and urgent requests
- Investigating and resolving emails and queries at the point of contact
Education
High School Diploma -
Woodlands Senior Secondary
12.2002
Skills
- Relationship Building
- Effective Communication
- Quick learner
- Friendly
- Strong Attention to Detail
- Good Task Prioritization
- Proficient in Computer Applications
References
Available upon request
Timeline
Account Associate
Financial New Zealand (FNZ)
04.2024 - Current
Administrator
Sygnia Asset Management
07.2020 - 09.2023
Administrator
Old Mutual Wealth
11.2018 - 06.2020
High School Diploma -
Woodlands Senior Secondary
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