Stephanie Boughton

Trust Officer at Mutual Trust Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Perth Area

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Experience

    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Trust Officer
      • Jul 2016 - Present

      • Housing Project with $20M budget management • House Purchases & liaising with Stakeholders • Wealth & Distribution Statement letters • Online Application website testing, account management & registration • Attending beneficiary meetings • Project management • Processing Charitable Trust applications from 3 Indigenous language groups. • Case management for specific clients with ongoing Medical issues. • Identifying and investigating any issues of fraudulent activity within the Trusts. • Risk Management. • Staff training & mentoring. • Adhering to SAT Orders, liaising with Prison records & reviewing Personal Plans. • Assisting with Meeting organization & Board pack preparation. • Admin, credit card reconciliations, addressing email enquiries. • Client meetings & telephone enquiries. • Policy, forms, procedure reviews & implementation. • Approving supplier payment details, completing call back forms, making payments. • Travel application approvals • Certificate 4 in Financial Services – Currently studying

    • Creative
      • Jul 1984 - Present

      I am a creative person and work in many different mediums. I do not like to pinned down to any one thing. I have worked on glass art installations, textiles, wearable art, headpieces, jewelry, ceramics and sculptures over the years and also worked in interior design and merchandising. I am a creative person and work in many different mediums. I do not like to pinned down to any one thing. I have worked on glass art installations, textiles, wearable art, headpieces, jewelry, ceramics and sculptures over the years and also worked in interior design and merchandising.

    • Purchasing, Admin, OSH & Quality Coordinator
      • Jun 2014 - Feb 2016

      Made redundant.• Assist with customer service & Assist Sales Rep Team (order entry, pricing) • Export Sales, Invoicing, Shipping & Insurance Documentation • Stock transfer and stock movement data entry • Entering of Batch cards daily to ensure correct amount has been filled • Highlight any special orders to the production manager to schedule into production • Entering new finished goods into Compuchem & Attache • Month end checks for Production and Administration Quality Assurance • Maintain and update audit schedule • Audit to be completed as per schedule and any changes required to quality manual to be discussed with relevant manager before change put into place • Look for ways to continually improve our quality management system relating to our Compliance to ISO 9001 Occupational Health & Safety • Maintain servicing schedule of equipment, forklifts, extractors, rigging etc’ • Liaise with production manager & technical manager to ensure all checks are completed in a timely manner • Arrange training as required • Coordinate Induction of new team members to OHS policies and procedures • Ensure MSDS’s are updated for raw materials and finished goods • Liaise with technical manager on out of date MSDS for Crommelin products to be updated Purchasing Build relationships with suppliers to ensure timely delivery of raw materials Ordering of raw material & follow up as per forecasts Planning and ordering of all overseas raw materials Ordering of all equipment, marketing tools, stationary & consumables

    • Australia
    • Mining
    • 200 - 300 Employee
    • Personal Assistant
      • Sep 2011 - Jun 2014

      Meeting minutes for all factory meetings including OSH & Continuous Improvement Opportunities (relating to our Compliance to ISO 9001). Document Control, assisting the Document Control Manager. Ensuring Policies, procedures, forms & Work Instructions are reviewed & updated onto the intranet & TRIM when they have expired and sending our reminders to staff to ensure our Documents are up to date. OSH Rep for the factory area. Investigating incidents, communicating Safety messages to staff. Communicating Safety updates to fellow OSH Reps. Assisting with the drafting of our annual OSH Strategy Plan. Performing Workplace Inspections & creating work orders. Assisting with the evaluation of Risk Registers and Risk Ratings. Entering OSH & Quality Reports into CIO System & following up on paperwork ensuring it is completed accurately and then filed electronically & hard copies archived. Utilise Axapta system for report data, customer account information, purchase orders & free text invoices. Petty cash handling & submit receipts & ledger to accounts payable Filing & archiving using the TRIM system including the creation of electronic archive contents sheets for the whole Customer Service Dept. Hotel & restaurant bookings & organising catering and agendas Verification of ID for Domestic account types, International accounts & processing Australia Post verified accounts: Control of sensitive ID documents & Credit information Communicating with Factory staff of around 200-300 people, Customers on the phone, pending visitors, Managers & CEO. Managing the Standards Library: maintaining database. Meeting room bookings General office /secretary duties Maintaining the Communications room with supplies & organising printer repairs Generate Daily Sales Report for Wholesale Bullion Sales for Customer Services Manager Attending Anti Money Laundering (AML) Monthly meeting Part of the Project Team for the factory extension in charge of all the admin & record keeping.

    • Warehouse Manager/Merchandiser/Sales
      • Dec 2000 - Mar 2011

      Organising and processing weekly stock-runs to the shop floor. Liasing with shipping and transport companies for container deliveries. Manage a team of 3 - 6 staff members. Process all packing slips: organise stock picking, assembly, quality control and despatch. Book deliveries with customers and delivery contractors. Logistical planning & organising daily workloads Operate a stock picker. Unpack containers of stock and process onto racking Conduct stock takes Customer service and organise service callouts Record damaged goods for claims General housekeeping of warehouse Record keeping, rosters, admin, review systems and procedures. All aspects of stock control: proactively ensuring stock issues are managed.

    • Showroom Assistant
      • Jun 1997 - Aug 2000

      Administrative duties: invoices, letters to customers, issuing credits, maintaining & installing filing systems. Telephone and Showroom Sales (shops & the public). Stock & Quality Control. Allocation of samples to our numerous agents. Setting up showrooms/displaying samples in colour blocks and ranges. Care and repair of garments and accessories Processing bulk quantities of incoming stock, samples, returns and repeat orders Supervising stockroom staff: training & allocation of duties. Liaising with our warehouse, couriers & manufacturers in Italy and Hong Kong regarding deliveries, samples and consignments.

Education

  • MCI Institute
    Certificate 4 - Financial services, Financial Planning and Services
    2020 - 2021
  • The London College of Fashion, London, UK
    Higher National Diploma, Fashion Design (Millinery)
    1994 - 1996
  • Yorkshire Coast College, Scarborough, UK
    Bachelor of Technology (BTech), Fashion/Apparel Design
    1992 - 1994
  • Edinburgh School, Munster, Germany
    GCSE, German, Art, Sociology, Science, Maths, English, French
    1989 - 1992

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