Experience

A1 Homes NZ

• New Zealand
• Construction
• 1 - 100 Employee

• Personal Assistant

  • Jan 2017 - Present

  Assistant to the Senior Homes Consultant Assistant to the Senior Homes Consultant



Heartland Bank LTD

• New Zealand
• Banking
• 300 - 400 Employee

• Facilities Manager

  • Jul 2016 - Dec 2016

  - Key point of contact for building maintenance issues across our two Newmarket, Auckland locations. To liaise with contractors and landlords where required and see projects through to completion- To act as business owner and manage procurement of centralised services and supplies across Heartland (stationery, secure storage, security, cleaning and more)- To act as head office point of contact for other Heartland sites ensuring local staff manage premises issues appropriately and additional support is provided as required- Provide back up support to the reception desk as required- Health and Safety Committee member - Review and update hazard register, meet with H&S office rep's and communicate to management issues and solutions. Show less

• Support Services Manager

  • Apr 2012 - Jul 2016

  - Provide strong and supportive leadership to direct reports (six staff)- Provide effective training- Complete regular, structured and documented performance reviews- Provide monthly reporting to Senior Management- Review, mapping and implementation of current and new processes- Manage day to day workflow and service delivery of the Insurance and Reception teams- Review and assess insurance claims- Support Head of Operations with business continuity planning and implementation- Provide facilities support to the Head of Operations- Project support to relevant departments. This included a significant project changing our insurance database from one system to another (from Insoft to i3Pro) Show less

• Senior Insurance Officer

  • Jan 2009 - Apr 2012

  - Complete end of day banking for the company- Allocate monies to the correct loan/funding account’s- Reconcile company bank accounts- Collate insurance policies and delegate insurance work load- Load and verify insurance policies- Process client’s insurance claims and keep up to date records for their claim payments- Process client’s insurance cancellation request’s and process the refund- Collate insurance commission payments daily and pay funds out to the relevant dealers- Help test new insurance products Show less

• Senior Investment Administrator

  • Oct 2007 - Jan 2009

  This roll followed on from my previous role as an Investment Administrator- 2IC to the Investment Manager- Manage the daily administration amongst the team- Organise large database mail outs- Verify colleagues work- Train new staff (in all work below)- Small project organization- Process monthly RWT for filing- Use BI (reporting program) to pull through requested data

• Investment Administrator

  • Jul 2005 - Oct 2007

  - Verify colleagues work- Complete Company banking at end of day- Train new staff- Update daily cash flow reports- Reconcile bank accounts- Reconcile Broker statements monthly- Handle funds in Estates- File registry reports- Compile and mail daily investment notices and certificates- Prepare the investments daily banking- Daily data entry for new and existing investments- Maintain investments stationary levels- Assist in answering investor telephone queries- Meet new/existing investors who come direct to our office Show less



Westpac New Zealand

• New Zealand
• Banking
• 700 & Above Employee

• Customer Support

  • Sep 2003 - Jul 2005

  - Trained to become a lender - Preparing customer reviews for lending - Completing customer credit checks - Customer Service - Sales (insurance, credit cards, personal/business accounts) - Lending & Investment referrals - Inbound/outbound phoning - Opening and rolling over investment accounts - Trained to become a lender - Preparing customer reviews for lending - Completing customer credit checks - Customer Service - Sales (insurance, credit cards, personal/business accounts) - Lending & Investment referrals - Inbound/outbound phoning - Opening and rolling over investment accounts



TSB New Zealand

• New Zealand
• Banking
• 400 - 500 Employee

• Teller

  • Jul 2000 - Sep 2003

  - Training to become a consultant - Customer Service - Inbound/outbound phoning - Cash Handling - Filing - Inward/outward mail - Referring bank products (insurance, accounts, lending) - Training to become a consultant - Customer Service - Inbound/outbound phoning - Cash Handling - Filing - Inward/outward mail - Referring bank products (insurance, accounts, lending)