Senior Administrative Assistant

• Apr 2022 - Present

Plan Manager

• Nov 2020 - Apr 2022

 Assistance and support with the management and funding of the participants NDIS plan  Conducting regular plan spend conversations to stay on track with funding budgets  Support participants and/or their plan nominee with their transition to the NDIS and ensure they understand their plans  Network, build and maintain professional customer-centred relationships and partnerships with key stakeholders, both internal and external (In South Australia and Interstate)  Liaising with participants and/or plan nominee to discuss and sign service agreements (both internal and external service providers)  Implement financial and claims management processes in a timely and responsive manner  Provide financial reports on NDIS plans Show less

Franchise Sales Support/Personal Assistant

• Apr 2015 - Nov 2020

 Personal Assistant/Sales Support for the Franchise Principal and two Senior Mortgage Brokers  Driving client files from lodgement through to settlement and post settlement by liaising with clients, builders, conveyancers, banks, Business Development Managers and solicitors  Managing all stages of construction and progress claims from council approval through to handover  Ensuring all client files are compliant  Managing daily appointment calendars for all the office brokers (5 in total)  Implementing marketing strategies for all brokers  Maintaining social media presence for franchise and brokers  Recruitment of new brokers  Training of new brokers  Office duties such as maintaining marketing materials and ensuring compliance, answering calls and client first point of contact Show less

Client Services

• Oct 2013 - Feb 2015

 Assistance to the Financial Advisors and Mortgage Broker by supporting office administrative requirements  Providing high levels of customer service ensuring clients are attended to and ensuring all clients are updated throughout their experience with Alba Planning  Contributing to ongoing Business Development and Marketing activity  Reviewing client files for compliance and audit  Initiating client contact, organising reviews in addition to follow up of all client correspondence and marketing campaigns  Engaging clients via website and social media in order to generate new business and retain existing clients  Organise travel and accommodation for all staff Show less

Quality Management

• 2003 - 2007

 Development of call monitoring schedules Develop job competency frameworks Identify training needs analysis Development of local training aids Design and construction of internal training programs

Human Resource Development

• 2005 - 2005

 Design internal training programs and material Prepare and deliver internal training to new and existing staff Perform and deliver evaluations and on-going training and assessment Design and implement training modules Create and maintain training records and online booking calendar Coordinate and facilitate group focus groups, workshops and attend external training sessions Administration of internal and external training funding documentation Implementation and rollout of Financial Services Reform Act, Tier 2 Accreditation to 90+ staff Show less

Sales and Service Team Leader

• 2001 - 2003

 Sales leadership including delivery and maintenance of sales and service through mentoring, coaching and guiding team members Effectively plan and manage resources including recruitment and rostering to meet sales and service operational needs Provide sound analytical assessment and reporting of key result areas

Sales and Service Consultant

• 2000 - 2001

 Home Lending Consultant Personal Lending Consultant Insurance Consultant (CGU and CUNA Mutual) Investments

Ticketing Clerk

• 1998 - 2000

 Ticketing services including theatre, music and sporting events within South Australia  Performing arts subscriptions  South Australian National Football League (SANFL) subscriptions  Adelaide Crows and Port Adelaide Football Club Subscriptions  Ticketing services including theatre, music and sporting events within South Australia  Performing arts subscriptions  South Australian National Football League (SANFL) subscriptions  Adelaide Crows and Port Adelaide Football Club Subscriptions