Chelcie Rinkin
Kumeū,AUK
Summary
I am a highly organised, motivated and personable professional who thrives in a fast-paced environment. With a background in financial advice, I bring strong communication, administration, time management and problem-solving skills, along with the ability to manage competing priorities and confidential information.
I am naturally proactive, adaptable and enjoy making life easier for others by anticipating what needs to be done and getting things organised. As a busy working mum of three, multitasking and thinking on my feet come naturally!
I would love the opportunity to bring my skills and personality to a family-owned business like Soljans Estate Winery. I genuinely enjoy wine and appreciate the experience and passion behind it, making this an opportunity that excites me both personally and professionally.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Enva Financial Limited
Grafton, Auckland
04.2024 - Current
- Advised Enva Financial Limited clients on retirement insurance and investment strategies to enhance financial security.
- Reviewed client goals, risk tolerance, and financial circumstances during consultations.
- Created personalized financial plans aligned with Enva Financial Limited advisory standards.
- Monitored client portfolios and suggested tailored product adjustments to align with evolving client objectives.
- Communicated with clients by phone, email, or video conferencing regarding financial matters.
- Kept client records accurate and updated account documents for compliance.
- Identified and pursued new business opportunities through strategic networking and client referrals.
Financial Advisor
Aurora Capital Limited
Grafton, Auckland
07.2022 - 04.2024
- Advised Enva Financial Limited clients on retirement, insurance, and investment options to enhance financial security.
- Prepared tailored financial plans aligned with Enva Financial Limited advisory standards.
- Reviewed portfolios and recommended tailored product updates to align with evolving client needs.
- Assessed client goals, risk tolerance, and financial situations during consultations.
- Explained fees, product features, and risks in clear, simple language.
- Kept regular contact with clients by phone, email, and video regarding financial matters.
- Answered customer questions quickly regarding account activity and other firm services.
- Maintained detailed records of client interactions and transactions to ensure compliance with company policy and regulatory requirements.
Account Manager
NZME - Viva Fashion Magazine
CBD, Auckland
10.2016 - 10.2017
- Cultivated strong client relationships with agencies, brands, and media partners to drive successful collaboration.
- Negotiated favorable advertising placements and commercial packages with clients to maximize campaign effectiveness.
- Managed multiple accounts at once while meeting deadlines.
- Coordinated with editorial, production, and sales teams to ensure seamless campaign delivery.
- Prepared advertising proposals, rate cards, and campaign presentations.
- Supported fashion advertising accounts across Viva Fashion Magazine and NZME media channels.
Executive Assistant to the Managing Director
Finzsoft Solutions Limited
Auckland CBD, Auckland
01.2015 - 03.2016
- Supported executive calendar management and travel coordination for Managing Director at Finzsoft Solutions Limited.
- Assisted Managing Director with calendar, travel, and meeting coordination at Finzsoft Solutions Limited.
- Monitored Managing Director inbox and highlighted urgent messages.
- Reviewed Managing Director inbox to identify urgent messages for prompt attention.
- Scheduled appointments, prioritized communications, and managed daily inbox correspondence.
- Prioritized appointments, communications, and daily inbox handling.
- Arranged business travel itineraries and expense records for senior management.
- Coordinated business travel plans and expense records for senior management.
- Maintained confidential documents, records, and filing systems for office administration.
- Managed confidential records, documents, and filing processes for office administration.
- Prepared board meeting agendas, recorded minutes, and tracked follow-up actions for timely resolution.
- Organized board meeting agendas, minutes, and action-item follow-up.
- Kept board agendas, minutes, and action items organized for timely follow-up.
- Joined weekly executive meetings to capture discussions and action items.
- Captured accurate minutes during weekly executive staff meetings.
- Supported senior management travel planning and expense documentation.
Studio Manager and Personal Assistant
Flexa Clinic Limited
Northcote, Auckland
11.2013 - 01.2015
- Supported clinic studio operations by managing reception, treatment rooms, and daily client flow.
- Scheduled patient appointments and balanced practitioner calendars at Flexa Clinic Limited.
- Managed clinic inventory by restocking supplies and tracking essential materials to ensure availability.
- Kept compliance records current to support hygiene, safety, and clinic procedures.
- Trained new employees and fostered staff morale through coaching and team-building activities.
- Organized studio space and maintained upkeep to support safe, inspiring work environment.
- Answered incoming calls and emails quickly while supporting executive schedule management.
- Managed personal and professional calendars with reminders for meetings and events.
Education
Core Strand Level 5, Financial Planning And Services - Financial Services
Strategi Group Institute
Auckland 07-2022
Investment Planning - Financial Services
Strategi Group Institute
Auckland07-2022
Life, Health And Disability - Financial Services
Strategi Group Institute
Auckland07-2022
High School Diploma -
Takapuna Grammar School
Auckland06-2011
Skills
- Calendar and inbox management
- Meeting coordination and administration
- Client communication and relations
- Problem solving and decision making
- Time management and organization
- Document preparation and filing
- Office management and operations
- Tech-savviness and adaptability
- File organization
- Schedule management
- Document preparation
- Office management
- Meeting facilitation
- Tech-savvy nature
- Fast learning
- Schedule management
- Scheduling
- Communication skills
- Professional and mature
- Spreadsheet management
- Office administration
- Inbox management
- Calendar management
Timeline
Financial Advisor
Enva Financial Limited
04.2024 - Current
Financial Advisor
Aurora Capital Limited
07.2022 - 04.2024
Account Manager
NZME - Viva Fashion Magazine
10.2016 - 10.2017
Executive Assistant to the Managing Director
Finzsoft Solutions Limited
01.2015 - 03.2016
Studio Manager and Personal Assistant
Flexa Clinic Limited
11.2013 - 01.2015
Core Strand Level 5, Financial Planning And Services - Financial Services
Strategi Group Institute
Investment Planning - Financial Services
Strategi Group Institute
Life, Health And Disability - Financial Services
Strategi Group Institute
High School Diploma -
Takapuna Grammar School