Suzanne

services

Business Research

Send me the business question, problem or information you need investigated. I will research it, contact relevant businesses or organisations where required, compare the information and provide you with clear findings and practical next steps.

1h

$100

fixed

book now

Melbourne Field Research & Local Tasks

Will attend a Melbourne location on your behalf to gather information, take photos, make enquiries, check details or complete an agreed local task and provide you with a clear report afterwards.

1h

$100

fixed

book now

about

I am an administration, client service and business development professional with experience across legal services, financial services, banking, insurance, retail and member-based organisations. I provide reliable administrative support, manage confidential records, prepare correspondence and documentation, maintain electronic files, respond to client and stakeholder enquiries, and coordinate day-to-day office processes. My legal administration experience includes supporting commercial and property law matters, using Actionstep for electronic file management, lodging documents through RedCrest and Duties Online, and assisting with conveyancing and property-related processes. I am also completing an Advanced Diploma of Conveyancing. I bring extensive financial-services experience from roles with NAB Wealth and TAL, including adviser and client query management, processing, quality checking, high-net-worth portfolio support, financial planning support, insurance advice sales and regulatory documentation. I have worked with systems including STAR, Wlink, Clink, Nlink, AWD Administration and Supermate. I am comfortable building referral relationships, engaging prospective clients, supporting marketing and events, managing databases, handling high call volumes and delivering professional customer service. I am organised, adaptable, detail-focused and able to work effectively both independently and as part of a team.