Catherine Kelson
Assistant
Sydney
Overview
26
26
years of professional experience
Work History
Documentation Officer / Data Entry Clerk
ING Bank
Group Assistant - Technology Business Management
Macquarie Business Banking
08.2014
- Update resource log, maintain reporting surrounding new hires, Minute the Weekly Status, Contractor management; including maintaining relationships with consultant staff and external consultants and assisting with the time-sheet process, Maintain holiday log, Co-ordinate software requirements via P2P, Provide support to other assistants
Global Equity Derivative Administration
UBS
07.2013
- Complete monthly expenses, Arrange international and domestic travel, Arrange conference calls, Arrange room bookings
Receptionist
Blacktown City Accommodation Co-operative
05.1998
Assistant - Casual
Square Metre Building Solutions
11.2023 - Current
- Schedule jobs with clients, Maintain Tradify system, Pay invoices, Update website and update social media, Order stationery
Team Assistant – Investment Team
NSW Treasury Corporation Pty Ltd (TCorp)
07.2018 - 10.2023
- Calendar management, arrange meetings and conference and video conference calls with Managers and Industry Peers, Arrange international and domestic travel while adhering to strict company policies, Manage and action excessively high volumes of emails, Ensure the smooth running of Manager’s monthly, quarterly, half yearly and yearly reporting, Coordinate legal documents for the Portfolio Delivery Team
- Organising approvals, execution, distribution and storing of documents on SharePoint, Recording and minute taking of Committee meetings for Portfolio Delivery and Portfolio Construction teams.
Investment Coordinator – Investment Team
Fidelity Investment Management (Australia) Ltd
09.2014 - 07.2018
- Calendar management, arrange meetings and conference and video conference calls with companies and brokers, Manage and action excessively high volumes of emails, Arrange international and domestic travel while adhering to strict company policies, Compile reports for Director of Research meetings, Arrange recruitment of new staff within the Asia Pacific region, Ensure the smooth running of reporting season twice a year, Scheduling over 100 one on one face to face meetings over a two week period, Printing company results from the ASX website, Registering the team for social events hosted by brokers, As head Coordinator for the Sydney team I assist in the training of new staff and assign responsibilities
Senior PA - Governance, Tax Services
KPMG
05.2014 - 07.2014
- Collate WIP reports, Taking minutes for various meetings, Calendar management, arrange meetings and conference and video conference calls, Complete monthly expenses, Arrange international travel, Arrange room bookings
Assistant to Managing Director, Investment Banking
Robert W Baird Group Limited
10.2012 - 03.2013
- Arrange international and domestic travel, Calendar management, arrange meetings and conference and video conference calls, Complete monthly expenses, Cover provided for secretarial holiday, Print client presentations / binding, Process / compile monthly invoices
Senior PA / Team Secretary
Aviva Investors (Formerly Morley Fund Management Pty Ltd)
01.2005 - 06.2012
- Arrange International and domestic travel, Calendar management, arrange meetings and conference and video conference calls, Complete monthly expenses, Compile monthly UKL and AIPL Securities Finance risk reports, Taking of minutes for various Committee meetings, Create presentations for meetings and conferences, Complete set-up for new starters, leavers, internal moves, Update monthly milestones for the Securities Finance team, Arrange subscriptions to research materials, Maintain whereabouts spreadsheets, Maintain staff and clients contacts lists, Cover provided for secretarial holidays
Team Secretary
Cazenove Fund Management Pty Ltd
06.2004 - 01.2005
Administrative Assistant
Morgan Stanley
03.2004 - 07.2004
Credit Officer – Valuation & Construction Team
ING Bank
04.2001 - 03.2004
Senior Office Administrator
Eurofinance Corporation Pty Ltd
06.1998 - 04.2001
- Roles included all of the below: PA to General Manager, Assistant to Credit Analyst / Settlements Team, Customer Services Officer, Funder Relations Officer, Discharge Officer, Receptionist
Education
Responsible Service of Alcohol -
Catch Training
One Day Health & Safety Committee Course - undefined
Courtenell Pty Ltd
First Aid Certificate - undefined
St Johns Ambulance Australia
Pitmans Shorthand Speed Development - undefined
Pitmans School - London
PRINCE2 Foundation and Practioners Course - undefined
New Horizons Ltd
Pitmans Shorthand - undefined
Pitmans School – London
Diploma of Mortgage Lending – DML2, Processing and Managing Mortgage Loans - undefined
Securities Institute – Sydney Australia
Certificate III in Banking - undefined
North Sydney TAFE – Australia
Telephone Techniques Workshop - undefined
Employers Federation – Sydney Australia
Computer Skills for the Office - undefined
Nepean TAFE – Australia
Skills
Fluent in Teeline shorthand
Touch type at 65 wpm
Skilled in minute taking in diversified Committee meetings
Experienced in writing and delivering presentations for executive meetings
Excellent time management and co-ordination
Accomplishments
- Involved in the restructure of existing IT systems with JLMS Teamworks new IT processes.
- Assisted in the implementation/replacement of existing equity trading system with the Latent Zero Equity trading system.
- Assisted in the implementation and updating of new intranet site.
- Automated all Manager reporting to be received via Centrl (up to 200 reports per month) and participated in the project to automate the transfer to Microsoft Dynamics.
- Participated in the TCorp Safety Committee for 3 years, taking minutes of Committee meetings and assisting with safety decisions put before the Committee.
- Updating and documenting the legal documents process for all Portfolio Delivery Team documents (incl. IMAs, amending agreements, Memorandum’s of Understanding etc).
- Participating in a travel RFP working group. We engaged, reviewed and chose a new travel agent for TCorp for all domestic and international travel.
Timeline
Assistant - Casual
Square Metre Building Solutions
11.2023 - Current
Team Assistant – Investment Team
NSW Treasury Corporation Pty Ltd (TCorp)
07.2018 - 10.2023
Investment Coordinator – Investment Team
Fidelity Investment Management (Australia) Ltd
09.2014 - 07.2018
Group Assistant - Technology Business Management
Macquarie Business Banking
08.2014
Senior PA - Governance, Tax Services
KPMG
05.2014 - 07.2014
Global Equity Derivative Administration
UBS
07.2013
Assistant to Managing Director, Investment Banking
Robert W Baird Group Limited
10.2012 - 03.2013
Senior PA / Team Secretary
Aviva Investors (Formerly Morley Fund Management Pty Ltd)
01.2005 - 06.2012
Team Secretary
Cazenove Fund Management Pty Ltd
06.2004 - 01.2005
Administrative Assistant
Morgan Stanley
03.2004 - 07.2004
Credit Officer – Valuation & Construction Team
ING Bank
04.2001 - 03.2004
Senior Office Administrator
Eurofinance Corporation Pty Ltd
06.1998 - 04.2001
Receptionist
Blacktown City Accommodation Co-operative
05.1998
Documentation Officer / Data Entry Clerk
ING Bank
Responsible Service of Alcohol -
Catch Training
One Day Health & Safety Committee Course - undefined
Courtenell Pty Ltd
First Aid Certificate - undefined
St Johns Ambulance Australia
Pitmans Shorthand Speed Development - undefined
Pitmans School - London
PRINCE2 Foundation and Practioners Course - undefined
New Horizons Ltd
Pitmans Shorthand - undefined
Pitmans School – London
Diploma of Mortgage Lending – DML2, Processing and Managing Mortgage Loans - undefined
Securities Institute – Sydney Australia
Certificate III in Banking - undefined
North Sydney TAFE – Australia
Telephone Techniques Workshop - undefined
Employers Federation – Sydney Australia
Computer Skills for the Office - undefined
Nepean TAFE – Australia