Charlotte Sweeney
Melbourne,Victoria
Summary
I am enthusiastic, motivated by challenge and self-improvement. I am a positive team member with an exemplary work ethic. I work extremely well under time driven pressures and consider myself a fun and reliable team player. I also have excellent prioritization and time management skills. I am self-motivated and focused on exceeding targets and goals in my personal and professional life. In my free time I enjoy surfing, boxing, yoga and scuba diving.
Overview
12
12
years of professional experience
Work History
Traffic Control
TMC Environmental
09.2023 - 10.2024
- Responsible for ensuring the safe and efficient movement of vehicles and pedestrians in and around construction sites or busy roadways
- Setting up, maintaining, and dismantling traffic control systems, including signage, barriers, and cones, in compliance with safety regulations
- Conduct traffic flow assessments, coordinate with contractors and local authorities, and implement traffic management plans to minimize disruptions
- Skilled in monitoring traffic patterns, directing traffic when necessary, and responding to emergency situations
- Strong understanding of health and safety protocols, with a focus on preventing accidents and ensuring public safety
- White card & Traffic Management certified
Hospitality Management
Birchip Hotel
04.2023 - 09.2023
- Bartender/ waitress and housekeeping
- Inventory BWS and stock take
- General upkeep of hotel, rooms and communal areas
- General pub maintenance
- Hosted and organised events
- Bookings/ emails/ invoicing third parties
- Budgeting, financial analysis and expense tracking
- RSA certified - VIC, SA, WA, NT & QLD
Senior Trust Officer
Zedra Trust Company (Jersey) Limited
10.2017 - 07.2022
- In the 5 years I was working at Zedra I received 3 promotions
- I started as a Junior Trust Administrator then was promoted to a Trust Administrator, Trust Officer and then Senior Trust Officer
- Direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures (60 structures in total)
- I dealt with multiple assets, cars, planes, boats, properties, investments, shares, tangible assets such as art etc
- Along with these assets I also dealt with multiple intermediaries such as property and investment managers, family offices, lawyers, notaries and multiple other service providers
- Preparing and executing legal documents such as loan agreements, share certificates, minutes and resolutions for Company and Trustee decisions to a high standard
- I provided first class service to beneficiaries, clients and intermediaries and support to my Client Director and colleagues
- Being a Senior Trust Officer I was able to authorise payments, countersign Trust and Company accounts and minutes and resolutions
- Able to identify and mitigate risk across my span of control and to work with my colleagues to achieve high standards of client service
- Took responsibility to ensure that I delivered high quality service to all clients and intermediaries to ensure longevity of relationships and provide technical and other support to my team
- I interacted directly with my clients and intermediaries to identify my clients needs and deliver upon opportunities to increase levels of client service
- Consistently delivered on client commitments to agreed deadlines or often earlier and to a high standard
- I was able to achieve personal targets as set out for my role for time recording, utilisation and working capital management
- I was also part of the Zedra charity committee to help support local charities on the Island
- Excellent in house system skills as we used a wide and diverse range of systems
- I provided support in understanding and acting upon the commerciality of my client book by reviewing and controlling time spent on clients, ensuring prompt collection of fees and highlighting revenue opportunities
- I also supported my team in coaching and feedback to multiple more junior colleagues for 3 years to aid their development
- I was always first in supporting my team when a colleague was on holiday or off sick and would take on their urgent client work whilst sustaining my own client book
- I also supported my line management in driving appropriate behaviour and taking action to ensure the team’s success whilst driving morale by providing support and guidance (technical and otherwise) to the team
- I always put my clients at the centre of everything I did, building many relationships and exceeding expectations
- I also had many face to face client meetings with and without intermediaries when necessary
Share Plan Administrator
Computershare
09.2015 - 10.2017
- Responsible for distributing and receiving shares in and out of the company
- Transferring shares to participants and clients via share certificates and brokerage accounts
- Answering and making phone calls, speaking to brokers around the world on a daily basis
- Making payments
- Assisting the Trustee team
- Covering reception
- Working and completing work within Service Level Agreements working under pressure and to tight deadlines
Waitress
Alfresco Dining
01.2015 - 09.2015
- Used cash registers and credit card machines to cash out customers.
- Maintained clean and welcoming dining environment, ensuring a positive guest experience.
- Built rapport with regular customers through friendly interactions and attentiveness to their preferences.
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Kept server areas clean and stocked to increase efficiency while working tables.
- Collaborated with team members to consistently provide efficient service during peak hours.
Sales Assistant
New Look
01.2013 - 01.2015
- Trained new hires on company policies, procedures, sales tactics helping them integrate seamlessly into the team.
- Executed visual merchandising strategies to attract customers and drive sales.
- Handled customer inquiries, complaints, and returns professionally, ensuring a positive experience for all clients.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
Education
Certificate - International Trust and Company Management
Society of Trust and Estate Practitioners
Law Degree - Law
Institute of Law
Jersey Channel Islands 04.2015
A Levels - GCSE's
Beaulieu Convent School
Jersey Channel Islands 06.2014
Skills
- Decision-Making Competence
- Trust administration expertise
- Legal document interpretation
- Regulatory compliance understanding
- Asset Allocation Strategies
- Tax compliance proficiency
- Estate planning knowledge
- Fiduciary responsibility awareness
- Portfolio Management
- Asset Allocation
- Working under pressure
- Time efficient
- Excellent customer service/ people skills
- Attention to detail
- Creative problem solving
- Team player
- Management skills
- Support and coaching
- Adaptability
- Phone skills
- Excellent prioritization/ time management
- Word/ Excel/ Powerpoint/ Publisher/ Outlook and in house systems
References
References from previous employers available upon request.
Timeline
Traffic Control
TMC Environmental
09.2023 - 10.2024
Hospitality Management
Birchip Hotel
04.2023 - 09.2023
Senior Trust Officer
Zedra Trust Company (Jersey) Limited
10.2017 - 07.2022
Share Plan Administrator
Computershare
09.2015 - 10.2017
Waitress
Alfresco Dining
01.2015 - 09.2015
Sales Assistant
New Look
01.2013 - 01.2015
Certificate - International Trust and Company Management
Society of Trust and Estate Practitioners
Law Degree - Law
Institute of Law
A Levels - GCSE's
Beaulieu Convent School
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