Heidi Jammer
Community Services Volunteer at Communities@Work- Claim this Profile
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English Native or bilingual proficiency
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German Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Experience
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Communities at Work
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Australia
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Individual and Family Services
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100 - 200 Employee
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Community Services Volunteer
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Apr 2021 - Present
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Paralegal Officer on Client Intake Line
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Feb 2021 - Mar 2021
Paralegal Officer on Client Intake Line. Paralegal Officer on Client Intake Line.
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Trust Officer
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Jan 2017 - Jan 2021
Execution and administration complex deceased estate, Administration of estate trusts and court trusts, Preparation of Wills and Power of attorney documents, Preparation of tax returns for estates and trust accounts including CGT calculations, Drafting of Court documents and Probate applications, Collection, transfer, sale and disposal of assets, Distribution of funds to national and international beneficiaries. Execution and administration complex deceased estate, Administration of estate trusts and court trusts, Preparation of Wills and Power of attorney documents, Preparation of tax returns for estates and trust accounts including CGT calculations, Drafting of Court documents and Probate applications, Collection, transfer, sale and disposal of assets, Distribution of funds to national and international beneficiaries.
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Trust Assistant
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Feb 2014 - Dec 2016
Preparation of correspondence to beneficiaries, creditors, solicitors and other stakeholders, Collecting estate assets, Arranging payment of confirmed estate liabilities, Preparation of tax returns, land title dealings, property and shareholding transfers. Preparation of correspondence to beneficiaries, creditors, solicitors and other stakeholders, Collecting estate assets, Arranging payment of confirmed estate liabilities, Preparation of tax returns, land title dealings, property and shareholding transfers.
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Administration Assistant
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Sep 2013 - Dec 2013
Processing confidential client information, coding, scanning and filing personal records, prepare electronic lodgement declarations and mail ATO Notices of Assessment to client, Scheduling appointments for the accounting team, prepare client files and maintain databases (ATO Portal, Acclipse Practise Manager, Handisoft) Processing confidential client information, coding, scanning and filing personal records, prepare electronic lodgement declarations and mail ATO Notices of Assessment to client, Scheduling appointments for the accounting team, prepare client files and maintain databases (ATO Portal, Acclipse Practise Manager, Handisoft)
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Family Manager
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Aug 2003 - Aug 2013
I Invested time to raise my 3 children, studied Advanced Diploma of Accounting part-time and served the community as a volunteer in treasury roles on a number of local community committees. I Invested time to raise my 3 children, studied Advanced Diploma of Accounting part-time and served the community as a volunteer in treasury roles on a number of local community committees.
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Manager Front Office
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Apr 2002 - Jul 2003
performing all reception and phone duties, responsible to manage accounts receivable, successfully reducing bad debt and accounts written off by one half, preparing and presenting sales data, basic budgets and forecasts in MS Excel for the manager, overall team support and office administration. performing all reception and phone duties, responsible to manage accounts receivable, successfully reducing bad debt and accounts written off by one half, preparing and presenting sales data, basic budgets and forecasts in MS Excel for the manager, overall team support and office administration.
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Sales Consultant
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Jul 1998 - Nov 2001
Sales and Marketing for Internet Services, network security solutions and IT Software products, achieving rising annual sales targets of US$300,000 to US$500,000 Sales and Marketing for Internet Services, network security solutions and IT Software products, achieving rising annual sales targets of US$300,000 to US$500,000
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Ision Internet AG (IOI)
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Germany
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Technology, Information and Internet
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Sales and Product Manager
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May 1996 - Jun 1998
providing product development, marketing and portfolio management for internet access products for private and small business users, servicing a nationwide infrastructure network of resellers and service providers. providing product development, marketing and portfolio management for internet access products for private and small business users, servicing a nationwide infrastructure network of resellers and service providers.
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Education
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Western Sydney University
Diploma in Personal Trust Administration, Administration of Estates and Trusts -
Canberra Institute of Technology
Advanced Diploma of Accounting, Accounting and Law -
Hamburg University of Applied Sciences
Bachelor of Applied Science - BASc, Dietetics and Domestic science