Experience

RareKind Agency
• Design Services
• 1 - 100 Employee
• Receptionist

  • Mar 2023 - Present


Kelly+Partners Hunter Region

• Australia
• Financial Services
• 1 - 100 Employee

• Reception / Administrative Assistant

  • Aug 2020 - Mar 2023

   Incoming mail processing / Outgoing (including faxes)  Entering payments received from clients into the APS System  Coordinate monthly staff meetings including agenda and minutes  Maintaining and updating the companies processes and procedures  Manage board room and interview room bookings and set up - Including Covid cleaning whole office twice a day  Reception duties including greeting clients, answer all incoming calls, receipting payments and booking appointments / Maintaining cash tin  Stationary Ordering / Kitchen needs / Business cards and other business related stationary  Assist and Support Admin Manager / HR Manager  Fill in for client administration when on leave  Update and create APS word templates  Adding and maintaining client information on APS and on the Tax Agent Portal  Organising client pick up's and drop off of paperwork  Daily lodgments of tax returns including Activity Statements  Processing notices and sending to clients  Outbound calls to clients - overdue invoices / appointments / paperwork enquiries  Updating registers for Client Company files / New client information  Distributing emails that come into company email address  Filing of all client paperwork / scanning in and saving archiving  Processing of daily banking  Maintaining a clean and presentable Reception area / kitchen  Creating client folders for paperwork storage  Running errands for CEO / Managers  Uploading and updating information for staff on the company intranet  Printing client information from the Tax Agent Portal for appointments / getting client files ready  Processing of weekly invoicing for clients / Printing of payments due  Contacting the Australian Taxation Office when needed for clients  Processing of payments through Audit Insurance / Adding new clients to data base  Organising any Director / Manager gifts and any company functions Show less



Profile Financial Services

• Australia
• Financial Services
• 1 - 100 Employee

• Client support officer

  • Oct 2019 - Aug 2020

  ♦ Check steps to implement and prepare for clients the application/transfer/redemption forms and letters as required ♦ Support the associate and Senior Financial Planners in effective time management and prioritisation of tasks ♦ Set up tasks relating to advices sent/received ♦ Implement advice once signed client declaration has returned ♦ Follow up with fund managers if confirmations on placement/redemptions are not received by due date ♦ Liaise with insurers to ensure paperwork and requirements are received and implemented ♦ Maintain Xplan – check that the portfolio is up to date and reflects any changes to investments. ♦ Make sure any relevant documents such as SMFS minutes are updated. ♦ Transact on relevant platform accounts when authorised by advisor/client ♦ Action fax/email messages as required ♦ Action client and accountant administration requests/enquires quickly and efficiently ♦ Produce year-end accountants reports, ensuring client portfolios are reconciled against fund manager and broker year end reports and transaction reports ♦ Scan and attach any correspondence from platforms/clients/fund managers in xplan notes, update tasks ♦ Ensure documents are scanned and quickly moved to the appropriate location in Box and or Xplan ♦ Follow up with any issues with clients eg. Missing paperwork, extra information needed ♦ Work closely with planners to effectively prioritise tasks ♦ As workflow allows: assist in preparation of simple Statement of Advice / Record of advice, annual and half yearly reviews ♦ Pool workload and support other colleagues on urgent tasks where needed ♦ Provide first point of contact ♦ Co-ordinate and monitor appointments and documentation ♦ Format/prepare written advice for final delivery ♦ Manage monthly annual review and half yearly review tasks, including making outbound client calls, operating schedule once and managing planner diaries when scheduling appointments ♦ Manage open and close ♦ Co-ordinate travel arrangements Show less



ZircoDATA

• Australia
• Information Technology & Services
• 1 - 100 Employee

• Scanning team member

  • Apr 2019 - Aug 2019

  Digitising daily work order requests Preparing, Scanning & checking all requested files Correcting any errors in request files Repetitive heavy lifting (15KG +) Meeting client/work deadlines Working in a repetitive work practice Assisting the Scanning room Supervisor (when required) Updating locations on files Liaising with the site Supervisor of any queries General housekeeping Digitising daily work order requests Preparing, Scanning & checking all requested files Correcting any errors in request files Repetitive heavy lifting (15KG +) Meeting client/work deadlines Working in a repetitive work practice Assisting the Scanning room Supervisor (when required) Updating locations on files Liaising with the site Supervisor of any queries General housekeeping



Suncorp - Gio workers compensation

• Claims advisor

  • Sep 2018 - Apr 2019

  Proactively manage a portfolio of claims in accordance with legislative, regulatory and procedural guidelines to achieve cost effective and timely claim resolutions Proactively work to resolve claims within the earliest possible timeframes by engaging with stakeholders and actioning activities and incoming correspondence in a timely fashion, across a portfolio of claims to achieve optimal outcomes Ensure legislative compliance timeframes are met in conjunction with ongoing review of medical, financial, investigative and rehabilitation reports. Management and negotiation of pre-proceedings and litigated claims, including communication with claimants and solicitors, by phone, correspondence and/or attending settlement conferences and/or hearings. Overall management of individual claims to ensure appropriate strategies Utilise and collaborate with Injury Management Advisor and Technical Advisor to discuss and action plan file direction Utilise and collaborate with relevant internal business areas (e.g. Fraud and Investigations, Sharing & Recoveries, Resolution Services) to discuss and action plan file direction Adhere to departmental procedures on all claims for a consistent and appropriate approach to claims management Maintain consistent, effective and proactive file management practices Ensure the relevant department reporting systems are fully utilised in proactive file management Effectively utilise computer systems and technology to manage work, time and processes Provide an excellent level of customer service to the legislative authority, employers and claimants through compliance with legislation, timely response times and efficiency in processing. Maintain a constant customer focus by working with customers, team members and third parties to find solutions consistent with the customers’ needs and departmental business objectives Ensure customer expectations are met and exceeded Show less



Knights Rugby League

• Receptionist / administration assistant

  • Feb 2014 - Jul 2018

  Reception duties ♦ Receiving visitors at front desk by greeting, welcoming, directing and announcing them appropriately ♦ Organizing and assembling corporate function rooms and events, including welcoming and ushering executives and their guests ♦ Answering, screening, managing and forwarding incoming and outgoing calls via switchboard ♦ Receiving and sorting daily mail ♦ Using administrative mailing procedures, registering of incoming mail register, and outgoing mail register ♦ Internal correspondence management procedures ♦ Booking appointments via Outlook ♦ Update calendars and schedule meetings ♦ Arrange travel and accommodations and prepare vouchers ♦ Preparing all travel arrangements for all NRL, flights, transfers, accommodation, and insurances ♦ Booking in advance training schedules with recovery sessions within the gym and away game arrangements ♦ Keep updated records of office expenses and costs electronically ♦ Perform administrative duties including filing, electronic and paper, photocopying, emailing ♦ Proficient daily use of Microsoft Office including Microsoft Word, Excel, PowerPoint, Outlook ♦ Effective communication and liaison strategies, and ability to resolve conflict and manage complaints from the public through administrative procedures and office protocol ♦ Time management skills, with the use of priorities lists, to do lists, calendars, reminders to effectively complete tasks, deadlines and work commitments within time frames ♦ Compiling personnel confidential documentation, including filing & archiving ♦ Confidential information systems handling of personnel passports and all sensitive information ♦ Co-ordination contractors for maintenance ♦ Manual preparation of over 300 tickets ♦ Providing invoices to the football manager for approval, electronically and manually for approval ♦ Ordering recovery NRL players supplies, ice baths, recovery ice and drinks ♦ Corresponding and liaising with NRL team players Show less


Pipe line & coating
• United Kingdom
• Receptionist

  • Jul 2013 - Dec 2013

Greenhills newsagency
• Retail Assistant

  • Mar 2013 - Jun 2013

H&d home timber and hardware
• Sales Assistant

  • Nov 2012 - Feb 2013

Meadow Industries P/L
• United States
• Receptionist

  • Jan 2011 - Nov 2012

Maitland central newsagency
• Sales Assistant

  • Feb 2010 - Jan 2011

Chemmart Pharmacy
• Pharmaceutical Manufacturing
• 1 - 100 Employee
• Sales Assistant

  • May 2010 - Nov 2010