Joel Vargas
Practice Development Manager at Viridian Financial Group
Based in Melbourne, Australia
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Seniority
Manager
Department
General Business & Management
Location
Melbourne
Industry
Financial Services
Company size
335
Contact information
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j•••••••@viridianadvisory.com.au
Phone
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Background
About Joel Vargas
Agile team player who is comfortable with working in fast-paced, constantly changing environments - Problem solver who enjoys devising creative solutions to ambiguous questions and issues - Enjoys building and maintaining client and team relationships - Strong verbal and written communication skills, computer literacy and demonstrated excellent customer focus - Ability to work autonomously studiously and synergistic in team environments - Conscientious time management, organisation and attention to detail in delivering engagements - Developing and implementing compliance frameworks and policies - Proven track record in structuring and executing complex strategies - Consolidating processes and streamlining structures to increase efficiencies - Proficient with Microsoft Product Suite (Advanced Proficiency), Salesforce, COIN, XPLAN, PIA, Chant West, Morningstar - Acutely familiar with ASIC, APRA, AUSTRAC, NCCP, Corporations Act, AML/CTF, KYC, CDD
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