Hope Wright Email & Phone Number
Paraplanner @ Experien Insurance Services
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Hope Wright Location
- Newcastle, NSW, AU
Hope Wright Work
- Paraplanner @ (May 2025 - Present)
- Financial Planning Assistant @ Bell Partners Wealth Creation Newcastle (September 2023 - May 2025)
- Client Services Manager @ (April 2023 - September 2023)
- Client Services Officer @ (July 2022 - June 2023)
- Client Services Manager @ (July 2022 - June 2023)
- Client Services Officer @ (August 2021 - July 2022)
Hope Wright Education
- International Institute of Technology
Advanced Diploma of Paraplanning (Accounting and Finance)
2024 - TAFE NSW
Higher National Diploma (Financial Planning and Services)
Hope Wright Skills
- Account Management
- Administration
- Administrative Assistance
- Analytical Skills
- Attention to Detail
- Bank Withdrawals
- Banking
- Business Applications
- Calendaring
- Calendars
- Cash Handling
- Claims Handling
- Claims Management
- Communication
- Complaint Management
- Confidentiality
- Continuous Process Improvement
- Customer Satisfaction
- Customer Service
- Customer Service Operations
- Customer Support
- Deposits
- Diary
- Diary Management
- Easily Adaptable
- Email Management
- Emotional Intelligence
- English
- Event Planning
- Executive Administrative Assistance
- Executive Support
- Finance
- Financial Advisory
- Financial Transactions
- General Correspondence
- IT Service Management
- Insurance Claims
- Interpersonal Communication
- Investment Products
- Investments
- Invoicing
- Key Performance Indicators
- Legislative Relations
- Managing Partners
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Word
- Networking
- Office Administration
- Oral Communication
- Personal Assistance
- Phone Etiquette
- Problem Solving
- Regulatory Compliance
- Research Skills
- Resiliency
- Sensitivity
- Service Coordination
- Service Delivery
- Service Standards
- Skilled Multi-tasker
- Staff Development
- Strategic Financial Management
- Team Leadership
- Teamwork
- Teller Operations
- Troubleshooting
- Workflow Management
- Working with Investors
Hope Wright Summary
- Hope Wright, based in Newcastle, NSW, AU, is currently a Paraplanner at Experien Insurance Services. Hope Wright brings experience from previous roles at Bell Partners Wealth Creation Newcastle, Virtuous Wealth and Insight Wealth Planning. Hope Wright holds a Advanced Diploma of Paraplanning in Accounting and Finance @ International Institute of Technology. With a robust skill set that includes Account Management, Administration, Administrative Assistance, Analytical Skills, Attention to Detail and more. Hope Wright has 1 mobile phone numbers on RocketReach.
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