Rebecca Lord

• Enhanced overall office productivity through effective staff management and coordination of daily tasks.
• Demonstrated adaptability in responding to shifting priorities and changing business needs while maintaining focus on achieving scheduling objectives.
• Used Tradify to maintain and update customer details and schedule jobs for tradesmen.
• Set priorities and problem-solved workflow issues to maintain rapport with customers, Property Managers and colleagues.
• Resolved schedule conflicts swiftly, ensuring minimal disruption to operations and client satisfaction levels.

• Greet clients and set a positive office atmosphere.

• First point of contact for all incoming calls and emails.

• Liaise with staff, clients, and external consultants daily with a high level of professionalism.

• Scheduling meetings, recording meeting minutes, and sorting and distributing incoming mail.

• Setting up new clients and staff members and keeping files up to date.

• Perform inventory of office supplies and order what is needed.

• Accounting duties such as creating and sending invoices to clients, monitoring expenditures and profits and providing reports.

• Processing staff wages weekly and sending out payslips.

• Liaising with clients, stakeholders, and internal staff members.

• Performing reception duties and responding to telephone and counter enquiries.

• Preparing and editing outgoing correspondence for management-level staff.

• Updating and following up delegated tasks to ensure progress to deadlines.

• Ensuring that work is processed within compliance guidelines and with quality.

• Manually creating client files, processing, and issuing licences and permits.

• Working to strict deadlines while always maintaining accuracy and attention to detail.

• Professional and friendly phone manner with an excellent ability to empathise when required.

• Responsible for responding to clients' enquiries in a timely and professional manner to ensure smooth service delivery.

• Update and chase delegated tasks to ensure progress to deadlines.

• Ensuring that work is processed within compliance guidelines and with quality.

• Processing rollover requests from other superannuation funds.

• Processing manual contributions, new members, and new employers into the administration platform.

• Able to cope well with a high workload and meet the demands of a busy work environment.

• Developed thorough understanding of complex investment strategies to accurately process transactions and maintain fund records.

Most importantly, ensuring outstanding customer service is delivered on every call.