Carli Morgan
Melbourne,Australia
Summary
Forward-thinking Executive Assistant accomplished in aiding company leaders with key functions. Gifted at managing busy schedules, organizing projects and providing stellar administrative support to executive team. Analyzes, prioritizes and completes tasks with professionalism and sound judgment.
Overview
19
19
years of professional experience
Work History
Executive Assistant
Bates Smart
01.2021 - Current
- Supporting three National Architecture Directors in the management of their schedules.
- Overseeing all aspects of their diaries, both professional and personal.
- Efficiently manage high-level diaries, coordinating meetings and appointments, often across different time zones.
- Facilitate team and client meetings, handling domestic and international travel arrangements, including necessary documentation.
- Conduct research and prepare complex itineraries for international trips.
- Expense reconciliation.
- Completing time sheets on behalf of Directors.
- Handle email management, facilitating communication with clients, contractors, and stakeholders on behalf of Directors.
- Organize and maintain confidential project files, contracts, and Director-related registrations.
- Produce reports and presentations
- Plan and coordinate events such as Christmas parties, EOFY parties, social well-being activities, and industry events
- Address ad hoc personal tasks, including managing home internet connections, insurance claims, and car servicing
- Coordinate office relocations by liaising with contractors, builders, and removalists
Office Manager
Stratosphere Media
01.2020 - 01.2021
- Reporting to the Chief Financial Officer and Supporting all divisions in the daily running of an independent full-service media agency
- Staff onboarding, managing security, IT setup, and employment contracts including welcome packs
- Efficiently manage diary and boardroom management
- Conduct swift expense reconciliation and supplier statement reconciliation
- Process invoices
- Coordinate agency and client events
- Source materials and suppliers for production needs
- Primary point of contact for all office service providers and maintenance, including cleaners and property management
- Conduct staff performance reviews
- Create and distribute monthly newsletters
Team Assistant
Savills Australia
01.2017 - 01.2020
- Supporting the National Director of Industrial Valuations and Director of Commercial valuations along with their respective teams as a Team Assistant
- Prepare, format and distribute intricate institutional reports for Directors using Microsoft Word and Forbury Excel models including PDF securing and binding
- Generate quotes and invoices for top-tier clients
- Conduct complex expense reconciliation
- Coordinate travel arrangements
- Organize professional and social team events
- Produce detailed WIP and KPI reports for bi-monthly meetings
- Manage the National sales database
- Handle highly sensitive information and confidential documents
- Design and produce marketing materials
- Perform extensive diary management for National Directors, covering both professional and personal aspects
- Coordinate CPD points for members, including the promotion and management of activities for 31 valuers
National Team Leader
WBP Property Group
01.2010 - 01.2017
- Client Relationship manager for ANZ, Bankwest, Suncorp and BOQ
- Created and implemented WBP’s current Booking Coordination model and lead a National Team of Graduate Valuers in coordinating appointments that adhered to complex service level agreements
- Analyze team performance data and provide comprehensive reports to senior management
- Formulate and implement strategic initiatives to enhance team performance in alignment with company objectives
- Geographically plan and coordinate daily schedules for a team of five professional valuers, facilitating valuation inspections with tenants, agents, and homeowners
- Conduct thorough diary management for optimal team efficiency
- Lead team performance reviews and actively participate in interviewing prospective employees
- Undertake induction and training responsibilities for new team members on a national scale
- Develop and maintain the national training manual for the booking team
Office Manager/ National Team Leader
Preston Rowe Patterson
01.2006 - 01.2010
- Administration Team Leader supervising a small administration and client support team, managing bookings, report preparation, and client liaison
- Appointed Office Manager in 2009, a role held throughout her entire tenure with the company
- Chair monthly administration meetings, preparing agendas and minutes for executive sessions
- Analyze team performance data and present comprehensive reports to senior management
- Formulate and implement strategies to enhance team performance aligned with company objectives
- Geographically plan and coordinate daily schedules for an 11-member professional valuers’ team
- Handle travel coordination for Directors and Executives
- Perform extensive diary management
- Manage petty cash and facilitate EFT payments
- Conduct induction and training for new team members
- Oversee general office management, including stationary, Australia Post, catering, and cleaning services
Education
Year 12 - School Captain
Altona Secondary College
Certificate 3&4 - Office Management
Certificate 4 - Frontline Management
Skills
- Critical thinking
- Handling pressure
- Adaptability
- Organization
- Personable
- Microsoft Office Suite
- Newforma
- SAP Concur
- Serko
- SAI Global
- Pegasus
- Salesforce
- Office Management
- Scheduling
- Invoice Processing
- Expense Reporting
- Meeting planning
- Schedule & calendar planning
- Self-starter
- Document handling
- Travel administration
References
Available on request
Timeline
Executive Assistant
Bates Smart
01.2021 - Current
Office Manager
Stratosphere Media
01.2020 - 01.2021
Team Assistant
Savills Australia
01.2017 - 01.2020
National Team Leader
WBP Property Group
01.2010 - 01.2017
Office Manager/ National Team Leader
Preston Rowe Patterson
01.2006 - 01.2010
Year 12 - School Captain
Altona Secondary College
Certificate 3&4 - Office Management
Certificate 4 - Frontline Management
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