Virtual/Executive Assistant | Client Services & Social Media Manager

Experienced Client Services Manager responsible for overseeing all client-related activities, from initial contact to ongoing support. Ensures that clients are satisfied with the company's products or services, and also help to identify opportunities for improvement. Also responsible for leading and motivating a team of employees to achieve company goals. Help team members in setting and tracking goals, delegating tasks, providing training, and resolving issues. * Onboarding clients and team members * Manage client relationships * Oversee all client-facing activities * Resolve client issues * Identify and implement improvements to client service * Develop and implement client service policies and procedures * Manage and Supervise Financial Planning Assistants, Bookkeeping Assistants, Paraplanners, Mortgage Broking Assistants * Work with other departments to ensure that client needs are met * Set and track individual and team goals * Delegating tasks and responsibilities * Providing training plan and development * Resolving issues and conflicts * Conduct top-grading and final interviews for potential candidates * Building and maintaining positive relationships * Representing the team to management and other stakeholders * Maintaining a safe and productive work environment

As an Executive Assistant with extensive experience in supporting a financial advisor based in Australia, I specialize in optimizing calendar management, email handling, and project coordination to ensure smooth day-to-day operations. I efficiently manage scheduling for financial planning sessions and client meetings, always prioritizing tasks to meet deadlines and maintain seamless workflow. In addition to administrative support, I have successfully managed a team of 25 Financial Planning Assistants, driving productivity and ensuring high performance across the team. I am known for being proactive, with a keen initiative to anticipate needs and tackle challenges before they arise, providing exceptional support to my executive and stakeholders. My role also involves handling highly confidential information with discretion, maintaining the highest standards of trust and professionalism. With a deep understanding of the business and close collaboration with key stakeholders, I help optimize operations and contribute to the overall success of the team.