Angela Stewart
Freshwater,QLD
Summary
I seek to maintain a full-time position within a small team where client focus is paramount. I am dedicated, professional and am successful in working in a fast paced office environment. I am happy to assist in offering my administrative skills and provide any support that is required. Professional development is high on my priorities and would like to learn.
Overview
12
12
years of professional experience
Work History
Client Services Officer/Administrative Assistant
Kelly Wealth Services
10.2021 - Current
- Manage reception area by greeting visitors, responding to telephone, and email inquiries, preparing client meeting rooms for adviser appointments
- Communicating with clients during all aspects of the service from onboarding to implementation of advice.
- Preparation of RoA's from adviser file notes and providing to clients with updated research as required.
- Preparation of paperwork required for presentation of SoA's.
- Implementing advice as per SoA's and RoA's.
- Maintaining the CRM and ensuring information is updated as required.
- Calendar management, booking client review appointments to ensure their service obligations are met.
- Function co-ordination - responsible for organising client events and staff functions and keeping within budgets.
- Preparation and co-ordination of newsletter releases and social media posts.
- Accepting and processing payments, creating and following up payment of invoices in Xero.
- Investigating and resolving customer inquiries as required.
- Liaising with product providers.
- Providing energy and professionalism when dealing with clients and staff and working as part of a small team to deliver prompt service.
- Training new staff on company operations, policies and services.
- Maintaining confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Tax Consultant
H & R Block Tax Services
02.2012 - 09.2021
- Tax Return Preparation
- Conducted client meeting to assess their income, discuss deductions and provide general tax information for future,
- Administrative duties in general as required including making appointments, taking payments for services, reception assistance as needed and general office tasks.
- Liaising with the Australian Tax Office and other agencies as required.
Education
Bachelor of Arts - Justice Administration
Griffith University
Brisbane, QLD1999
Skills
- Client Relationship Building
- Customer Service
- Data Entry
- Microsoft Office
- Problem Resolution
- Teamwork and Collaboration
- Administrative and Office Support
- Professional telephone demeanor
Timeline
Client Services Officer/Administrative Assistant
Kelly Wealth Services
10.2021 - Current
Tax Consultant
H & R Block Tax Services
02.2012 - 09.2021
Bachelor of Arts - Justice Administration
Griffith University
Similar Profiles
Quendolyn FelderQuendolyn Felder
Substitute Teacher/Long Term Substitute at Kelly Education/ Kelly ServicesSubstitute Teacher/Long Term Substitute at Kelly Education/ Kelly Services
Oneil DuncanOneil Duncan
Substitute Science Teacher at Kelly Education/ Kelly ServicesSubstitute Science Teacher at Kelly Education/ Kelly Services
Jennifer GeorgeJennifer George
Daily Substitute Teacher at Kelly Services / Kelly EducationDaily Substitute Teacher at Kelly Services / Kelly Education
Heather WhiteHeather White
Child Safety Officer at Department Child SafetyChild Safety Officer at Department Child Safety
Jacquie PriceJacquie Price
Principal Education Officer at Education QueenslandPrincipal Education Officer at Education Queensland