Experience

East Coast Approvals Group Pty Ltd

• Australia
• Construction
• 1 - 100 Employee

• Special Projects Manager & Office Coordinator

  • Jun 2022 - Present

• Administrative Assistant

  • Sep 2019 - Jun 2022



Global X ETFs AU

• Australia
• Investment Management
• 1 - 100 Employee

• Office Manager and Event Coordinator

  • Aug 2018 - Sep 2019

  • Planned client events for Marketing Department; Including the ACDC ETF Launch party, ETFS 15 Year Anniversary Party, Oaks Day Celebration 2018/2019, ROBO ETF Roadshow (Sydney and Melbourne), NDIA ETF National Roadshow • Responsible for ensuring the office is organized and all Advisors, Portfolio Managers and the CEO are supported in their daily activities, including the booking of all travel related activities for the team and arranging • Controlled monthly credit card… Show more • Planned client events for Marketing Department; Including the ACDC ETF Launch party, ETFS 15 Year Anniversary Party, Oaks Day Celebration 2018/2019, ROBO ETF Roadshow (Sydney and Melbourne), NDIA ETF National Roadshow • Responsible for ensuring the office is organized and all Advisors, Portfolio Managers and the CEO are supported in their daily activities, including the booking of all travel related activities for the team and arranging • Controlled monthly credit card reconciliation for the office, as well as liaising with Accounts Payable on any outstanding financial items • Managed meetings and arranging outside services for members of the office Show less • Planned client events for Marketing Department; Including the ACDC ETF Launch party, ETFS 15 Year Anniversary Party, Oaks Day Celebration 2018/2019, ROBO ETF Roadshow (Sydney and Melbourne), NDIA ETF National Roadshow • Responsible for ensuring the office is organized and all Advisors, Portfolio Managers and the CEO are supported in their daily activities, including the booking of all travel related activities for the team and arranging • Controlled monthly credit card… Show more • Planned client events for Marketing Department; Including the ACDC ETF Launch party, ETFS 15 Year Anniversary Party, Oaks Day Celebration 2018/2019, ROBO ETF Roadshow (Sydney and Melbourne), NDIA ETF National Roadshow • Responsible for ensuring the office is organized and all Advisors, Portfolio Managers and the CEO are supported in their daily activities, including the booking of all travel related activities for the team and arranging • Controlled monthly credit card reconciliation for the office, as well as liaising with Accounts Payable on any outstanding financial items • Managed meetings and arranging outside services for members of the office Show less



Laithwaites Wine

• United Kingdom
• Beverage Manufacturing
• 200 - 300 Employee

• Inbound Wine Advisor

  • Oct 2017 - Apr 2018

  • Focused on achieving and exceeding key metrics, while tending to customers through the inbound call centre • Liaising with third parties to keep business running smoothly and completion of customer enquiries • Entrusted to train new call centre employees and to enhance my own skill set by learning the administration side of the call centre • Focused on achieving and exceeding key metrics, while tending to customers through the inbound call centre • Liaising with third parties to keep business running smoothly and completion of customer enquiries • Entrusted to train new call centre employees and to enhance my own skill set by learning the administration side of the call centre



Toronto Standard Condominium Corporation 2298

• Toronto, Canada Area

• Director

  • May 2016 - Aug 2017

  Secretary on the Board of Directors for Charlie Condos, Downtown Toronto. Deal with condominium issues and resolve owner and resident concerns. Make financial and vendor decisions for the corporation on behalf of the owners. Responsible for the balancing and safety of condominium assets. Secretary on the Board of Directors for Charlie Condos, Downtown Toronto. Deal with condominium issues and resolve owner and resident concerns. Make financial and vendor decisions for the corporation on behalf of the owners. Responsible for the balancing and safety of condominium assets.



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Branch Manager, Advice Sales & Service

  • Aug 2014 - Jun 2017

  Played a significant role in the strategic direction of the business. Oversaw all aspects of branch operations and compliance supervision in order to help the branch become more successful. Managing a team consisting of the Manager Customer Service, Financial Advisors and Senior Financial Advisor to ensure policies and procedures are being adhered to and coaching to the overall success of the individual and their performance. Being a coach to the team to assist with their business… Show more Played a significant role in the strategic direction of the business. Oversaw all aspects of branch operations and compliance supervision in order to help the branch become more successful. Managing a team consisting of the Manager Customer Service, Financial Advisors and Senior Financial Advisor to ensure policies and procedures are being adhered to and coaching to the overall success of the individual and their performance. Being a coach to the team to assist with their business development activities and helping them find solutions to their issues and concerns. Client facing role, ensuring that I am assisting our customers to the best of my abilities and resolving issues as they are presented. Show less Played a significant role in the strategic direction of the business. Oversaw all aspects of branch operations and compliance supervision in order to help the branch become more successful. Managing a team consisting of the Manager Customer Service, Financial Advisors and Senior Financial Advisor to ensure policies and procedures are being adhered to and coaching to the overall success of the individual and their performance. Being a coach to the team to assist with their business… Show more Played a significant role in the strategic direction of the business. Oversaw all aspects of branch operations and compliance supervision in order to help the branch become more successful. Managing a team consisting of the Manager Customer Service, Financial Advisors and Senior Financial Advisor to ensure policies and procedures are being adhered to and coaching to the overall success of the individual and their performance. Being a coach to the team to assist with their business development activities and helping them find solutions to their issues and concerns. Client facing role, ensuring that I am assisting our customers to the best of my abilities and resolving issues as they are presented. Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Senior Account Manager, Business and Personal

  • Apr 2011 - Jul 2014

  Relationship advisor, managing over 250 high value, high growth small business clients and their personal financial needs, leading them to financial success. Develops external relationships with COIs to capitalize on new business opportunities with a focus on attracting new long-term relationships to RBC. Actively partnering with internal COIs. I provide solutions for everyday banking/cash management, business financing solutions including term loans, operating lines of credit, credit… Show more Relationship advisor, managing over 250 high value, high growth small business clients and their personal financial needs, leading them to financial success. Develops external relationships with COIs to capitalize on new business opportunities with a focus on attracting new long-term relationships to RBC. Actively partnering with internal COIs. I provide solutions for everyday banking/cash management, business financing solutions including term loans, operating lines of credit, credit cards and letters of credit and provide investment advice to meet determined client’s financial goals. Supervise mutual fund sales representatives and administer compliance requirements for the Small Business team.

• Account Manager

  • Jul 2008 - Mar 2011

  Achieved over 155% of sales goals in 2010. Built relationships with clients utilizing the perfect financial review, which has resulted in increased products and services. Has been a mentor to new account manager trainees. Always ensure problem resolution has been resolved at first point, leading to a win-win for clients and RBC. A high-energy individual, always going above and beyond for a client first approach.

• Client Service Representative

  • Jul 2006 - Jul 2008

  Serving clients with everyday transactions, providing basic financial advice on specific products, in addition to performing pro-active phone calls. Responsible for closing the cage during extended hours of the branch; Duties include managing and balancing cash, shipping and receiving cash, securities and loading Automated Teller Machines and Cash Dispensing Units. Mentor for new CSR trainees