Cassandra Barton
Summary
Successful Client Service Coordinator with a multiple years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability. Highly organized possessing strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
21
21
years of professional experience
Work History
Client Service Coordinator
Pacifica Chartered Accountants
07.2020 - Current
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Educated clients about available resources, tools, and support options designed to help them maximize their benefits from our services.
- Implemented new processes to increase operational efficiency in the coordination of client services.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently.
- Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling the same accounts.
- Attending to ASIC and ACIS corporate affairs including the preparation and maintenance of company records, incorporation of Companies and establishment of Trusts and Self Managed Superannuation Funds.
- Attending to lodgements of client income tax returns as well as monthly and quarterly business activity statements.
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
Administration Officer/Secretary
Envirotank Pty Ltd
08.2014 - 10.2018
- Answering phones; relaying messages; inventory management; maintaining and organising company records; Accounts Payable and Receivable; sending and receiving correspondence
- Completing payroll for 40 employees
- Liaising with clients and customers
- Effectively working with managers to complete tasks/duties
- Scheduling production meetings; taking minutes in meetings
- Gained considerable experience in WorkCover and WH&S records
Waitress
Bundalong Tavern
07.2012 - 12.2012
- Opening and closing operations of restaurant; restaurant preparation; clearing tables, preparing cutlery; arranging bookings; seating allocation
- Customer service; supervision of junior waitresses; working with high volumes of patrons; maintaining in-house decorum
Pharmacy Assistant
Terry White Chemist / Discount Drug Store
02.2008 - 06.2010
- Customer service; assisting in medication allocation; stock control; housekeeping duties; cash handling; opening and closing operations of pharmacy
- Extensive knowledge of medications; attendance at several product training nights; commenced S2 and S3 training; knowledge of Minfos operations
3IC, Sales Assistant
Table Eight Clearance
07.2006 - 02.2008
- Customer service; opening and closing operations of store; supervision of junior staff members; merchandising store and front shop windows; clothing fitting; cash handling and daily banking; achieving store sales and daily budgets; housekeeping duties; stock control and stocktake procedures; processing invoices; drafting and processing consignment notes
Sales Assistant
Australian Geographic
05.2003 - 07.2006
- Opening and closing operations of store; achieving store sales and budgets; daily banking and cash handling; product merchandising to maximise sales; knowledge of Advance Retail systems; selling products using a wide range of techniques through application of product knowledge and positive customer interaction; processing invoices; obtained Certificate II in Retail Operations
Education
Responsible Service of Alcohol
Express Online Training
10.2024
Certificate III - Individual Support
Strategix
Cairns, QLD03.2020
Higher Education Certificate - Completion of Year 12
St Mary’s Catholic College
Cairns, QLD11.2002
Skills
- Competent in Greentree Systems
- Competent in MYOB Payroll
- Competent in Microsoft Word
- Competent in Microsoft Excel
- Competent in Microsoft Office
- Competent in Advanced Retail
- Proficient in Outlook
- Proficient in ATOmate, accessing the ATO portal, SuperCentric, BGL Data Services, ASIC, ACIS
- Client Support
- Meeting deadlines
- Database Maintenance
- Payment Processing
- Outbound Calling
- File Management
- Scheduling and Planning
- Customer Relations
References
- Michael Schramm, Director, Pacifica Chartered Accountants, 07 4044 5100
- Malcolm Russell, Transport Manager, Envirotank Pty Ltd, 0402 342 648
- Dennis Brown, Engineer, Envirotank Pty Ltd, 03 9301 8602
Leadership Experience
All of my employment opportunities have required me to show leadership. As a leader, it is incumbent upon me to create order and structure; have well-defined goals; and ensure that employees know what is required of them. I will always give praise when my team has earned it; and provide guidance and encouragement when things are tough. I am always approachable and keep my staff informed about what is going on in the organisation. I always try to be honest and let staff know where they stand. They also need to have a strong sense of worth, and doing all I can to ensure that they get this is important to me.
Timeline
Client Service Coordinator
Pacifica Chartered Accountants
07.2020 - Current
Administration Officer/Secretary
Envirotank Pty Ltd
08.2014 - 10.2018
Waitress
Bundalong Tavern
07.2012 - 12.2012
Pharmacy Assistant
Terry White Chemist / Discount Drug Store
02.2008 - 06.2010
3IC, Sales Assistant
Table Eight Clearance
07.2006 - 02.2008
Sales Assistant
Australian Geographic
05.2003 - 07.2006
Responsible Service of Alcohol
Express Online Training
Certificate III - Individual Support
Strategix
Higher Education Certificate - Completion of Year 12
St Mary’s Catholic College
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