Experience

MSI Ragg Weir Chartered Accountants

• Accountants Assistant

  • Sep 2014 - Present

  Management of daily work flow within ATO Portal, generation of financial reports Reviewing integrated client account (PAYG) information Responsible for concessional contribution reminders for self managed super funds Generation and distribution of client checklists in preparation for tax returns Accurately Preparing Trustee documents Checking and printing of MYOB reports Responsible for printing financial reports in XERO system Management of various client files, scanning into document manager Assessment and placement of new jobs and clients into system Issuing generating debtor ledgers Downloading holding summary statements from computershare, Linkmarket Calculating client taxable contribution and distribution to clients



DFK Benjamin King Money

• Australia
• Accounting
• 1 - 100 Employee

• Executive Assistant / Administration

  • Mar 2013 - Sep 2014

  Delivering quality office administration to all business units Accurately processing tax lodgements Providing secretarial support to all Directors, Accountants and Managers Providing top customer service to both internal and external stakeholders Responsible for booking all flights, travel and accommodation, diary management Proactively generated business leads, contacted prospective clients Collation of sensitive financial documents In charge of all training material onto the company intranet Preparing tax training for external third party trainers Booking of all external training seminars for 21 staff, staff training register Designed and printed company flyers and advertising materials Organised all catering for management meetings and client lunches



Travelling and relocation to Melbourne

• Time off to Travel and relocate

  • Feb 2012 - Mar 2013

  Extensively travelled around Victoria and Australia Organised relocation of Family from New Zealand Moved to Melbourne in August 2012 Extensively travelled around Victoria and Australia Organised relocation of Family from New Zealand Moved to Melbourne in August 2012



Milne Maingay Chartered Accountants Ltd

• Accounting
• 1 - 100 Employee

• Office Administrator / Frontline Reception

  • Jun 2010 - Sep 2011

  Frontline Reception, professionally welcomed clients into the business Data capture of journals and bank statements using MYOB Finalised accounts using MYOB, reviewed figures on year end reports Executive Assistant to the three directors Liaised with clients and scheduled meetings for directors Organised all staff travel arrangements Archived legal documents and bank statements Administration and support to accountants Frontline Reception, professionally welcomed clients into the business Data capture of journals and bank statements using MYOB Finalised accounts using MYOB, reviewed figures on year end reports Executive Assistant to the three directors Liaised with clients and scheduled meetings for directors Organised all staff travel arrangements Archived legal documents and bank statements Administration and support to accountants



Paul Taylor Jewellers

• Customer Services / Administrator

  • 2009 - 2010

  Invoicing Managed account queries by phone, email, fax Order management and dispatch Prepared export documentation Sales enquiries Invoicing Managed account queries by phone, email, fax Order management and dispatch Prepared export documentation Sales enquiries



Freelance Artist and Painter / Raising Family

• Artist and Raising Family

  • Jan 2002 - Dec 2008

  Raising a young family Attended regular professional art classes Freelance Artist and Painter Volunteered as Parent teacher helper at local school Actively involved in fundraising for school projects Raising a young family Attended regular professional art classes Freelance Artist and Painter Volunteered as Parent teacher helper at local school Actively involved in fundraising for school projects



Body Corporate Administration

• New Zealand
• Real Estate
• 1 - 100 Employee

• Property Manager

  • Jan 2000 - Jan 2002

  Professionally managed large portfolio of customers Resolved a wide range of body corporate enquiries Investigated tenant and owner complaints Appointment third party contractors Professionally managed large portfolio of customers Resolved a wide range of body corporate enquiries Investigated tenant and owner complaints Appointment third party contractors



Poste Haste Couriers

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Corporate Personal Assistant

  • Aug 1998 - Jan 2000

  Personal Assistant to Branch and Regional Manager Organised all business meetings and staff training Scheduled and actively participated in weekly management meetings Point of contact for priority ‘A’ client base. Personal Assistant to Branch and Regional Manager Organised all business meetings and staff training Scheduled and actively participated in weekly management meetings Point of contact for priority ‘A’ client base.



Consolidated Alloys Melbourne

• Office Administrator / Accounts

  • Jun 1998 - Aug 1998

  Stock control management for NSW accounts Data entry and Administration Managing and maintaining orders process Returned to New Zealand in August 1998 Stock control management for NSW accounts Data entry and Administration Managing and maintaining orders process Returned to New Zealand in August 1998



DLM Wallace Pumps / Consolidated Alloys

• Personal Assistant / Administrator

  • Jan 1997 - Jun 1998

  Managed Frontline Reception Accurately processed all daily banking Provided all administrational support to the business units Personal Assistant to company Director and Managers Exporting administration and enquiries Managed Frontline Reception Accurately processed all daily banking Provided all administrational support to the business units Personal Assistant to company Director and Managers Exporting administration and enquiries



NZ Automobile Association

• Accounts Receivable / Customer Services

  • Jan 1996 - Jan 1997

  Accounts receivable processing, Invoicing, cash receipting Incoming enquiries on a wide range of issues via phone and letter Frontline reception, clerical support for management team Accounts receivable processing, Invoicing, cash receipting Incoming enquiries on a wide range of issues via phone and letter Frontline reception, clerical support for management team



Mercury Energy - AEPB

• Customer Services and Collections

  • Jan 1991 - Dec 1995

  Frontline counter cashiering and Customer Service First point of call Customer Service contact centre Account reconciliations and investigating meter issues Credit Control – Negotiating and monitoring payment arrangements Frontline counter cashiering and Customer Service First point of call Customer Service contact centre Account reconciliations and investigating meter issues Credit Control – Negotiating and monitoring payment arrangements