Helpline Advisor

• Oct 2022 - Present

Volunteer Staff

• Jul 2022 - Present

Office Manager, NSW

• Dec 2018 - Dec 2021

Responsibilities • Customer Service: First point of contact for NSW callers, provided information to patients and hospitals, connected patients seeking treatment advice, financial support or to book accommodation, assisted with scheduling patient transport. • Fundraising and Stewardship: Sent thank you emails/made thank you calls to donors. Packed/posted merchandise/encouraging messages to fundraisers for LTN and SHAVE campaigns. • Staff Team building: Created/posted messages on TEAMS/Yammer for all staff birthdays/work anniversaries. Wellbeing and EAP Ambassador; offered support to staff through Wellbeing channel, Member of Social Committee for NSW. • Event management: Helped set up SHAVE launch in St Martin’s Square, organised/managed staff internal events. • COVID 19 Management: Set up and managed attendance/seating roster for Sydney-based staff during COVID outbreak. Ensured staff compliance with safety guidelines. Appointed COVID-19 taskforce member, enabling and facilitating staff transition back to the office. • Administration: Managed office, service/roster of pool car, reconciled and approved invoices for payment, ordered stationery, managed staff onboarding/offboarding and completed WHS safety checks for the office, identified and implemented continuous improvement initiatives, and other ad hoc administrative tasks. Achievements RAPWG: Selected as part of RAP Working Group. The team progressed RAP application to Innovate level, in collaboration with a First Nations consultancy. Green Committee: Helped promote sustainability, organised a petition for all offices in the building, to secure additional recycling bins for plastics and metal. Replaced most office waste bins with paper-only bins. Wellbeing/EAP Ambassador: In collaboration with the other Office Managers, ran a a variety of online activities, to help staff feel connected. Created onboarding handbook, with local amenities and information about the office for new joiners. Show less

Office Manager

• May 2018 - Jul 2018

Working for this boutique wealth management company, servicing clients with portfolios of over five million dollars, I undertook the following: - Provided administrative support to clients, with coordination of client portfolio performance and quarterly reviews; - Acted as the main point of contact for privately managed fund managers and Approved Products (eg administration, custody, unit pricing, etc) and external platform providers. -Audited client files for currency of wholesale certificates (for retainer clients), signed authorisations and annual fee reviews to fulfil compliance requirements; - Restructured virtual filing system using SharePoint; - General office duties - organising stationery and office equipment, booking meeting rooms, arranging conference calls, setting up and managing petty cash facility, managing IT issues; - Supported the CEO, Executive Chairman and Advisers in preparation of client presentations, using PowerPoint; - Acted as EA to both the CEO and Executive Chairman and as PA, as required, to the broader team in terms of coordinating diaries, booking travel arrangements; Show less

Practice Administrator

• Jul 2014 - Apr 2018

Wealth Foundations is a high-end, boutique wealth management company, with a holistic approach to managing client portfolios. In this role I undertook the following: - Created and managed client accounts in COIN, to assist tracking and analysing client expenditure and investment; - Set up and managed client accounts on Macquarie, BT and Asgard platforms, loaded transactions and arranged transfers between accounts; - Sourced data for, and edited, quarterly and annual client reports and key client documents; - Built up trusted relationships with clients, interacting by phone and face to face, to organise reviews, prepare presentations and spreadsheets for client meetings, and respond to/follow up on client queries; - Managed book-keeping activities, tracking all invoices and payments, using Xero software; - Created and updated client accounts in Ezidebit and reconciled Ezidebit income with Xero; - Generated and circulated monthly blog to clients and followers using AWeber; - Office administration, eg supplier liaison, stationery ordering, file management; - Qualified First Aider and Floor Fire Warden. Show less

Administrator

• Mar 2012 - Jun 2013

Hadley Green is a boutique Retirement Investment Company, specialising in buying and selling small to medium sized shopping centres as investment opportunities for retirees. In this role I undertook the following responsibilities: First point of contact with clients for investment enquiries and addressing any questions/concerns; Designed and edited marketing materials for prospective and existing clients; Assisted in the set up of a retail video store including fit-out, utilities and marketing materials Paid and reconciled invoices; Managed diary, including arranging all meetings and travel requirements; General office administration and management. Show less

ESL Teacher

• Jan 2010 - Jan 2011

Researched and developed lesson plans Taught students general and business English from elementary to Higher Intermediate levels Set and marked homework to assess students' progress Taught elective subjects, such as phonetics, discussion skills, debating, vocabulary & grammar Assessed new students to determine level. Researched and developed lesson plans Taught students general and business English from elementary to Higher Intermediate levels Set and marked homework to assess students' progress Taught elective subjects, such as phonetics, discussion skills, debating, vocabulary & grammar Assessed new students to determine level.

ESL Teacher

• Nov 2009 - Jan 2010

Worked as an ESL teacher focusing on small groups and one-to-one teaching, predominantly to business executives studying intensively over one or two weeks. Worked as an ESL teacher focusing on small groups and one-to-one teaching, predominantly to business executives studying intensively over one or two weeks.

ESL Teacher

• Aug 2009 - Oct 2009

Taught General English to pre-intermediate class in the afternoons and electives in the mornings. Taught General English to pre-intermediate class in the afternoons and electives in the mornings.