Dhruvi S.
Junior Administrative Support Specialist
Open to offersNew to PlatformAbout
Dhruvi S. is a detail-oriented professional with a robust background in office and administrative domains, specializing in high-stakes documentation and operational support. With 2 years of experience as a Paraplanner in Australia, Dhruvi has a proven track record in compliance and accuracy, expertly reviewing complex financial documentation such as Statements of Advice and Records of Advice. Dhruvi excels in research and data management, enabling precise client recommendations while maintaining confidentiality. By effectively coordinating with financial advisers and product providers, Dhruvi has streamlined workflows and implemented operational improvements, utilizing digital platforms like Microsoft Teams and SharePoint to enhance cross-department collaboration by 40%. Dhruvi's adept utilization of Microsoft Excel and documentation management tools has led to significant reductions in report turnaround times, supporting rigorous compliance requirements. With an MBA in Finance & Marketing from GLS University, Dhruvi is committed to leveraging analytical and communication skills to drive operational efficiency.
Experience
Paraplanner
AustralianAnalyzed and reviewed complex financial documents, such as Statements of Advice (SOAs) and Records of Advice (ROAs), ensuring compliance and accuracy. Conducted comprehensive research to support financial recommendations and identified discrepancies in client documentation. Maintained meticulous records while managing confidential client information. Collaborated with financial advisers and product providers to improve workflow efficiency and adhere to deadlines. Enhanced operational procedures to boost team productivity and the quality of documentation. Regularly utilized office platforms and spreadsheets for task tracking and compiling structured reports. Developed workflow improvements within a year by implementing document tools like Microsoft SharePoint and DocuSign to expedite report turnaround. Led the integration of digital office platforms, including Microsoft Teams and SharePoint, which improved interdepartmental collaboration and supported monthly service-level KPIs for numerous client cases.
Skills & Expertise
Education
- MBA in Finance & MarketingGLS University
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