Peta Luadaka
Office Manager Executive Assistant at JBS Financial Strategists- Claim this Profile
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Bio
Credentials
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Diploma of Justice
Gold Coast Institute of TAFE
Experience
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JBS Financial Strategists
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Australia
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Financial Services
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1 - 100 Employee
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Office Manager Executive Assistant
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Nov 2013 - Present
JBS is a boutique Financial Planning business which has a professional yet fun and vibrant feel. JBS as a team provide exceptional customer service to a range of clients looking to create long-term wealth, protect themselves, their families and their investments, and to enjoy their success. I am the Office Manager/Executive Assistant and work in collaboration with the CEO and Director to create engaging presentations, project manage and conduct research on specific activities within our team and basically jump in wherever I can to assist. I am responsible for the day to day operations of our office which includes: • Tracking and monitoring productivity and revenue• Software maintenance• Inventory control• Processing invoices/statements• Implementing and maintaining office proceduresI love being creative so you can also find me in our media room editing and producing videos, whether that be for educational purposes or simply to showcase our competitiveness from our latest team event.We are a social bunch at JBS and there is always something to organise whether it be a client event, team workshop or just off to the footy you can count on me to be in the background working out the logistics.
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Professional Investment Services
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Financial Services
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1 - 100 Employee
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Practice Support Office
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Apr 2011 - Nov 2013
In my role as a Practice Support Office I worked in a team that provided support and a high level of customer service to a network of Financial Advisers, Accountants and Office Assistants. I worked with practices to help grow and develop their businesses and staff, provided administration support, event co-ordination and financial reporting. I also supported senior team members by arranging their daily appointments, organising travel, business administration, taking client file notes and collating various documents for client meetings. In this role I also co-ordinated and organised several successful Professional Development Days and Education Workshops for over 100 people and the more fun stuff included Race Days, Golf Days, Movie Nights and end of year Christmas Bashes. Working with a select group of clients I was able to build business relationships and understand the individual business needs and requirements. In August 2012, I accepted a similar role in our state office in Melbourne, where I worked closely with the Regional Manager looking after New South Wales, Victoria and Tasmanian network of advisers and accountants. I continued to co-ordinate and organise Professional Development Days and Education Workshops, along with all the fun stuff too. This role also involved recording office expenditure, reconciliation and managing small budgets.
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Advice Revenue Office
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Feb 2007 - Mar 2011
As an Advice Revenue Office I learnt to process large bank statements efficiently with 100% accuracy. In the department I managed my own workload, however worked in a team environment to ensure the workload was completed by the weekly deadline to pay clients on time every week. I assisted with weekly and monthly management reporting to monitor inflows and projections. I gained experience communicating with all levels of the business from training new team members right through to the CEO, using various communication means to also stay in touch with clients and stakeholders. I gained exceptional computer skills especially in Microsoft excel completing an advance course while working in the Advice Revenue Department. I took ownership of any issues or problems to ensure they were resolved in a satisfactory way for the client and/or business. I started a new role in April 2011 within Professional Investment Services.
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Education
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2001 - 2002
Gold Coast Institute of TAFE
Diploma of Justice
Community
