Julie Colls

Seattle, WA *****

206-***-****

ad4kn0@r.postjobfree.com

PROFILE

An accomplished finance professional able to build, maintain, and grow productive relationships with clients and colleagues. A team player who thrives in a collaborative environment focused on innovation and forward-thinking solutions, with an emphasis on helping clients become financially literate. KEY ACHIEVEMENTS

Awarded the 2018 National CEO Award by First State Super Trustee Corporation for excellence in Business Development.

Led the design and rollout of a new digital customer solution to improve service.

Presented at numerous national conferences on investing and financial planning.

Chosen to represent First State Super as the “Face of the fund” in recent advertising campaigns. EMPLOYMENT EXPERIENCE

Hunnex and Shoemaker Inc

Client Service Specialist March 2020 – Furlough due to Covid

Assisting with management of 401K plan retirement documents.

Aid with distributions, loans and vesting schedules.

Support administration team with projects.

Maintain distribution documents and associated documents on multiple financial platforms.

Assist clients with 401K distribution questions and auto rollover procedures. First State Super Trustee Corporation

First State Super is one of the largest investment funds in Australia, with $89 billion under management, over 800,000 members and 40,000 contributing employers. Relationship Manager Jan 2016 – July 2018

Defined the territory strategy for the Business Development Team using business insights to target and develop plans for lead generation and ongoing relationship development.

Acted as an internal client advocate, identifying, analysing, and managing client expectations.

Managed a portfolio of clients, annually setting goals and objectives, monitoring account performance, presenting findings to executives and recommending reactions to forecasts.

Built, managed and executed, tailored partnership programs for major state employer groups.

Developed, strengthened and maintained relationships with key clients, industry associations and executives to increase service and solution awareness and to nurture lasting partnerships.

Worked with marketing to develop targeted advertising campaigns. Client Relationship Officer Sep 2011 – Jan 2016

Conducted, led and organized member and customer seminars ranging from 50-150 people, Australia-wide. Conducted close to 300 seminars a year.

Identified and coordinated marketing and business development opportunities, potential partnerships, community engagement opportunities and fundraising events.

Arranged sponsorship arrangements with client organizations, ensuring opportunities to enhance First State Super's brand and maximize its reach and relevance to customers.

Consistently retained Default status with all clients in my territory. Pillar Pty Ltd (Mercer Pty Ltd)

Pillar is a specialist administration service with $100 billion under management for 1.1 million members. Compliance Assessment Officer May 2011 – July 2011

Maintained the Compliance Task Checklist and Superannuation Compliance Assessment database, to manage timely assessment and reporting against Pillar’s regulatory obligations.

Monitored monthly progress and recommendations and reported to senior management. Internal Audit Coordinator Jan 2011 – May 2011

Managed the quality audit process working with external and internal auditors to ensure final reports were delivered to the audit committee on a timely basis.

Responsible for maintenance and updates of the Business’ Continuity Planning and the Structure of Internal Controls.

Client Service Officer Aug 2008 – Jan 2011

Worked in the contact center initially answering complex member enquiries, progressing to handle all escalated calls and correspondence.

Provide training and guidance on complex member platforms and systems. EDUCATION

● Bachelor of Accounting – Central Queensland University

● Advanced Diploma of Financial Planning – Australian Institute of Superannuation Trustee

● Diploma of Superannuation – Australian Institute of Superannuation Trustees