Anita Gentles

• Streamline the research for client wealth creation, wealth protection and retirement planning.

• Managing Client database and files

• Research investments, costs and impacts as Financial Planners instruction.

• Processing of sensitive information and documentation.

• Preparation of Statement of Advice documents.

• Implementation and application of insurances with our client.

• Liaising with Insurance companies.

• Implementation of advice.

• Client enquiries.

• Sourcing documents required by clients.

• Organizing an Advisers schedule and client meetings.

• Sourcing documents and information for client reviews.

• Accessing and retrieving documentation utilizing a number of portals and databases.

• Built Client relationship's by responding to inquiries, identifying and assessing clients needs, resolving problems and following up with potential and existing clients.

• Managing Client database and files.
• Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.

• Insurance quote preparation and comparison.

• Processing of sensitive information and documentation.

• Assisting Financial Adviser in the preparation of Statement of Advice documents.

• Implementation and application of insurances with the client.

• Liaising with Insurance companies.

• Implementation of advice.

• Client enquiries.

• Sourcing documents required by clients.

• Administration and phone duties.

• Organizing the Advisers dairy of appointments.

• Sourcing documents and information for client reviews.

• Accessing and retrieving documentation utilizing a number of portals and databases.

• General Office duties

• Handled customer inquiries and suggestions courteously and professionally.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

• Completing transaction’s for and liaising with Government Departments including, Fair Trading, Births Deaths and Marriages, Liquor Licensing, Roads and Maritime.

• Issuing documents/forms for applications in all the above departments.

• Check and confirms all supporting original documentation for applications.

• Banking.

• Balancing the Centre as a whole at end of day.

• Float management.

• Processing of sensitive information and documentation.

• Completing registrations.

• Processing overseas issued documentation.

• Lodging and approving applications.

• Issuing of Trade Licences.

• OH&S Centre inspections and reporting.

• Fire Warden.

• Completion of higher duties when called upon.

• Online and digital transactions

• Statistics and performance management.

• Rostering.

• Stationery and document management.

• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Responded to customer requests for products, services, and company information.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

• Cash reconciliation and handling at end of day.

• Stocktake administration.

• Faulty stock adjustments.

• Credit Claims of faulty stock.

• Stationery management.

• Roster management.

• Timesheet management.

• Finance applications.

• Transport manifests.

• Taking Minutes of Staff Meetings.

• Proprietor’s correspondence and reporting.

• Maintaining Proprietors meetings diary.

• Travel arrangements.

• Customer telephone connections and disconnections
• Customer Inquiries
• Promoting Telstra products
• Meeting deadlines and targets
• Maintaining customer satisfaction
• Registering of complaints
• Taking Minutes of Team Meetings

• Provided outstanding customer service.
• Developed a deep understanding of customer service principles and customer service best practices.
• Evaluated customer service standards, policies and procedures to verify customer service goal achievement.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

• Fortnightly payroll processing for 300-400 shift workers

• Personnel File maintenance and updates

• Contractual agreements between each employee and the Company

• Annual/Sick and other leave inquiries and processing

• Payroll inquiries from employees and Supervisors

• Liaising with Head Office in Brisbane on a regular basis

• Inquiries from Site Manager, Supervisors and Team Leaders

• Supervisor and Team Leader Training in Timesheets

• Holding a seminar on the different awards and payrates for all employees

• Manipulation of Payroll and Leave reports to ensure the Site Team Leaders only receive that of their employees.

• Distribution of Payslips to the correct areas

• Active in the implementation of new Payroll system and forms

• Processing end of month payroll changes for reports requested by Head Office

• Processing invoices for the Cairns Site accounts.

• Statement reconciliation

• Payment.

• Reconciling invoices.

• Supplier account inquiries

• Assisting the Accounts Officer and Site Accountant whenever necessary