Cheryl Smith

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
• Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
• Helped with planning schedules and delegating assignments to meet coverage and service demands.
• Mentored team members to enhance professional development and accountability in workplace.
• Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
• Developed strategy to increase sales and drive profits.
• Created employee schedules to align coverage with forecasted demands.
• Reviewed sales and gross profit report to assess company efficiency.
• Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
• Increased employee performance and job satisfaction to strengthen retention and engagement.
• Made hiring recommendations to increase company's productivity and profitability with quality workers.
• Monitored security to protect employees, customers and property.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Established team priorities, maintained schedules and monitored performance.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Defined clear targets and objectives and communicated to other team members.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Identified and communicated customer needs to supply chain capacity and quality teams.
• Set aggressive targets for employees to drive company success and strengthen motivation.
• Developed detailed plans based on broad guidance and direction.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Launched quality assurance practices for each phase of development
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Streamlined and monitored quality programs to alleviate overdue compliance activities.
• Managed senior-level personnel working in marketing and sales capacities.

• Supervised staff to optimize brand expansion initiatives and productivity.
• Established and maintained operational standards for [Number] locations.
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Forecasted sales and established processes to achieve sales objectives and related metrics.
• Managed P&L to decrease discrepancies and retain timely and under-budget project completion.
• Developed sales strategy based on research of consumer buying trends and market conditions.
• Built and deepened partnerships with industry leaders to strengthen collaborative efforts and promote mutual profitability.
• Masterminded updates to workflows and revitalized teams to meet changing business needs and boost team member performance.
• Grew market share by building strong vendor network and customer-oriented retail store and services.
• Leveraged profit opportunities by recruiting top talent and managing brand image to exceed plan performance.
• Developed vendor network of contacts to drive down costs and increase revenues.
• Launched over [Number] new locations through effective management of property acquisitions and construction and financial planning.
• Developed promotional plans to complement national sales initiatives.
• Boosted brand growth by devising strategic network and marketing tactics.
• Introduced cost-saving initiatives to reduce losses and increase profit margin.
• Developed brand expansion initiatives across sales, marketing and advertising campaigns.
• Evaluated costs against expected market price points and set structures to achieve profit targets.
• Engineered effective inventory management strategies and loss prevention initiatives to keep shrink below [Number]%.
• Identified above-average stores for acquisition of under-performing stores, and implemented change management and network restructuring strategies.
• Modernized over [Number] facilities by implementing national facility enhancement programs.
• Spearheaded market expansion plans for senior leadership.
• Improved customer experience by creating custom showrooms across retail locations.
• Achieved retail market share goals by developing and executing dealer event-oriented marketing promotions.
• Defined locations, dealers and investors to drive product sales and foster brand expansion.
• Elevated market penetration to generate $[Amount] in gross annual revenue from [Product or Service] sales.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Supervised [Number] locations to enforce high-quality standards of operation.
• Built positive and productive relationships with store and field leadership.
• Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team.
• Coordinated with other district managers to actualize performance improvement strategies.
• Generated financial and operational reports to assist management with business strategy.
• Modeled best practices for sales and customer service.
• Exceeded sales targets with well-developed sales strategy and empowering team coaching.
• Worked collaboratively with loss prevention to decrease shrink and boost loss awareness.
• Held meetings with director to identify techniques to overcome sales obstacles.
• Optimized in-store merchandising and monitored inventory availability to increase sales.
• Optimized team performance with newly implemented sales and merchandising procedures.
• Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
• Established territory boundaries and distribution routes to maximize service quality.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Maintained professional demeanour by staying calm when addressing unhappy or angry customers.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Established team priorities, maintained schedules and monitored performance.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Defined clear targets and objectives and communicated to other team members.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Identified and communicated customer needs to supply chain capacity and quality teams.
• Set aggressive targets for employees to drive company success and strengthen motivation.
• Developed detailed plans based on broad guidance and direction.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Launched quality assurance practices for each phase of development
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Streamlined and monitored quality programs to alleviate overdue compliance activities.
• Managed senior-level personnel working in marketing and sales capacities.

• Supervised staff to optimize brand expansion initiatives and productivity.
• Established and maintained operational standards for [Number] locations.
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Forecasted sales and established processes to achieve sales objectives and related metrics.
• Managed P&L to decrease discrepancies and retain timely and under-budget project completion.
• Developed sales strategy based on research of consumer buying trends and market conditions.
• Built and deepened partnerships with industry leaders to strengthen collaborative efforts and promote mutual profitability.
• Masterminded updates to workflows and revitalized teams to meet changing business needs and boost team member performance.
• Grew market share by building strong vendor network and customer-oriented retail store and services.
• Leveraged profit opportunities by recruiting top talent and managing brand image to exceed plan performance.
• Developed vendor network of contacts to drive down costs and increase revenues.
• Developed promotional plans to complement national sales initiatives.
• Launched over [Number] new locations through effective management of property acquisitions and construction and financial planning.
• Boosted brand growth by devising strategic network and marketing tactics.
• Introduced cost-saving initiatives to reduce losses and increase profit margin.
• Developed brand expansion initiatives across sales, marketing and advertising campaigns.
• Evaluated costs against expected market price points and set structures to achieve profit targets.
• Engineered effective inventory management strategies and loss prevention initiatives to keep shrink below [Number]%.
• Identified above-average stores for acquisition of under-performing stores, and implemented change management and network restructuring strategies.
• Modernized over [Number] facilities by implementing national facility enhancement programs.
• Spearheaded market expansion plans for senior leadership.
• Improved customer experience by creating custom showrooms across retail locations.
• Achieved retail market share goals by developing and executing dealer event-oriented marketing promotions.
• Defined locations, dealers and investors to drive product sales and foster brand expansion.
• Elevated market penetration to generate $[Amount] in gross annual revenue from [Product or Service] sales.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Supervised [Number] locations to enforce high-quality standards of operation.
• Built positive and productive relationships with store and field leadership.
• Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team.
• Coordinated with other district managers to actualize performance improvement strategies.
• Generated financial and operational reports to assist management with business strategy.
• Modeled best practices for sales and customer service.
• Exceeded sales targets with well-developed sales strategy and empowering team coaching.
• Worked collaboratively with loss prevention to decrease shrink and boost loss awareness.
• Held meetings with director to identify techniques to overcome sales obstacles.
• Optimized in-store merchandising and monitored inventory availability to increase sales.
• Optimized team performance with newly implemented sales and merchandising procedures.
• Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
• Established territory boundaries and distribution routes to maximize service quality.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Maintained professional demeanour by staying calm when addressing unhappy or angry customers.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Established team priorities, maintained schedules and monitored performance.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Defined clear targets and objectives and communicated to other team members.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Identified and communicated customer needs to supply chain capacity and quality teams.
• Set aggressive targets for employees to drive company success and strengthen motivation.
• Developed detailed plans based on broad guidance and direction.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Launched quality assurance practices for each phase of development
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Streamlined and monitored quality programs to alleviate overdue compliance activities.
• Managed senior-level personnel working in marketing and sales capacities.

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
• Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
• Helped with planning schedules and delegating assignments to meet coverage and service demands.
• Mentored team members to enhance professional development and accountability in workplace.
• Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
• Developed strategy to increase sales and drive profits.
• Created employee schedules to align coverage with forecasted demands.
• Reviewed sales and gross profit report to assess company efficiency.
• Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
• Increased employee performance and job satisfaction to strengthen retention and engagement.
• Made hiring recommendations to increase company's productivity and profitability with quality workers.
• Monitored security to protect employees, customers and property.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Maintained professional demeanour by staying calm when addressing unhappy or angry customers.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Established team priorities, maintained schedules and monitored performance.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Defined clear targets and objectives and communicated to other team members.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Identified and communicated customer needs to supply chain capacity and quality teams.
• Set aggressive targets for employees to drive company success and strengthen motivation.
• Developed detailed plans based on broad guidance and direction.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Launched quality assurance practices for each phase of development
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Streamlined and monitored quality programs to alleviate overdue compliance activities.
• Managed senior-level personnel working in marketing and sales capacities.

• Supervised staff to optimize brand expansion initiatives and productivity.
• Established and maintained operational standards for [Number] locations.
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Forecasted sales and established processes to achieve sales objectives and related metrics.

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
• Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
• Helped with planning schedules and delegating assignments to meet coverage and service demands.
• Mentored team members to enhance professional development and accountability in workplace.
• Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
• Developed strategy to increase sales and drive profits.
• Created employee schedules to align coverage with forecasted demands.
• Reviewed sales and gross profit report to assess company efficiency.
• Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
• Increased employee performance and job satisfaction to strengthen retention and engagement.
• Made hiring recommendations to increase company's productivity and profitability with quality workers.
• Monitored security to protect employees, customers and property.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Maintained professional demeanour by staying calm when addressing unhappy or angry customers.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Established team priorities, maintained schedules and monitored performance.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Defined clear targets and objectives and communicated to other team members.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Identified and communicated customer needs to supply chain capacity and quality teams.
• Set aggressive targets for employees to drive company success and strengthen motivation.
• Developed detailed plans based on broad guidance and direction.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Launched quality assurance practices for each phase of development
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Streamlined and monitored quality programs to alleviate overdue compliance activities.
• Managed senior-level personnel working in marketing and sales capacities.

• Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
• Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.

• Complied with established internal controls and policies.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Developed strategic plans for day-to-day financial operations.
• Supported financial director with special projects and additional job duties.
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Utilized financial software to prepare consolidated financial statements.
• Established and checked coding procedures, monitored reports and updated internal files.
• Improved overall financial reporting by streamlining control processes and reporting structures.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Evaluated and negotiated contracts to procure favourable financial terms.
• Created financial dashboards to provide insights into key performance indicators.
• Conducted financial due diligence on potential investments and acquisitions.
• Designed and maintained financial models to identify and measure risks.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.
• Created and managed financial models to evaluate corporate investments and acquisitions.

• Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
• Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
• Maintained client files with sales contracts, records of client interactions, client notes, and other information.
• Performed duties and provided service in accordance with established operating procedures and company policies.
• Mentored departmental team, boosting efficiency, success and morale among employees.
• Kept stakeholders up-to-date on details pertaining to client projects.
• Scheduled and attended meetings with clients and prospective clients as requested.
• Developed new employees and on-going performance assessment of current employees.
• Established performance and service goals and held associates accountable for individual performance.
• Achieved high staff morale and retention through effective communication, prompt problem resolution, proactive supervisory practices and facilitation of proactive work environment.
• Encouraged creative thinking, problem solving and empowerment as part of facility management group to improve morale and teamwork.
• Collaborated with finance department on invoicing accuracy for applicable products, services, software and logistics.
• Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
• Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Maintained professional demeanour by staying calm when addressing unhappy or angry customers.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Established team priorities, maintained schedules and monitored performance.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Defined clear targets and objectives and communicated to other team members.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Identified and communicated customer needs to supply chain capacity and quality teams.
• Set aggressive targets for employees to drive company success and strengthen motivation.
• Developed detailed plans based on broad guidance and direction.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Launched quality assurance practices for each phase of development
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Streamlined and monitored quality programs to alleviate overdue compliance activities.
• Managed senior-level personnel working in marketing and sales capacities.

• Complied with established internal controls and policies.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Developed strategic plans for day-to-day financial operations.
• Supported financial director with special projects and additional job duties.
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Utilized financial software to prepare consolidated financial statements.
• Established and checked coding procedures, monitored reports and updated internal files.
• Improved overall financial reporting by streamlining control processes and reporting structures.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Evaluated and negotiated contracts to procure favourable financial terms.
• Created financial dashboards to provide insights into key performance indicators.
• Conducted financial due diligence on potential investments and acquisitions.
• Designed and maintained financial models to identify and measure risks.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.
• Created and managed financial models to evaluate corporate investments and acquisitions.

• Complied with established internal controls and policies.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Developed strategic plans for day-to-day financial operations.
• Supported financial director with special projects and additional job duties.
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Utilized financial software to prepare consolidated financial statements.
• Established and checked coding procedures, monitored reports and updated internal files.
• Improved overall financial reporting by streamlining control processes and reporting structures.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Evaluated and negotiated contracts to procure favourable financial terms.
• Created financial dashboards to provide insights into key performance indicators.
• Conducted financial due diligence on potential investments and acquisitions.
• Designed and maintained financial models to identify and measure risks.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.
• Created and managed financial models to evaluate corporate investments and acquisitions.

Promoted the services of the Public Trustee at community events.

Attended to the administration of minor's trusts, trusts and small value estates.
Conducted a range of administration functions, such as accounts payable, receptionist, conducted ASIC searches, prepared advertising for estates and motor vehicle auctions, daily incoming and outgoing mail and banking, ensuring audit requirements met with cash handling procedures for petty cash and the cash float, checked and prepared documentation for petty cash recoups.

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• Ability to operate effectively as a team member within the Admin
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• Accurate data input of CIM's and DMS database.

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• Basic workplace health and safety
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• Cashier duties including receipting, banking and reconciliation of accounts.
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• Compliance with record keeping standards and procedures for archiving of records
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• Computer literacy in a variety of software packages, and databases, including CIMS, as well as highly accurate data entry skills
• Creation, maintenance and closure of client files both electronically and manually in compliance with policy, procedure and audit requirements.
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• Ability to deal with difficult clients/customers
• bility to take on extra work/client files when required, and still efficiently manage tasks, file reviews and client inquiries
• Excellent communication skills with a variety of people
• Excellent time management and prioritisation skills
• Experience using a variety of office equipment;
• External bank account withdrawals
• File and archive maintenance;
• Financial Planning Assistant Role – ensuring Statement of Advice requests are complete and include all supporting documentation, completing tranches and requesting share sales as instructed by the Financial Planners and Investments Team, liaising with the Investments Team and Financial Planners
• General financial/trust administration duties:
• Highly accurate data entry and retrieval skills
• Highly accurate data entry/retrieval skills as well as management of a variety of databases including CIMS database knowledge
• Insurance claims for motor vehicle and contents policies
• Interpretation and application of various legislation, policies and procedures.
• Mail Inwards, sorting and distribution, outwards, reconciliation and postage
• manual/electronic filing,
• Operate effectively in a team environment to meet customer needs
• Payment processing and approval within delegated authority;
• Performance planning and development meetings
• Preparation and maintenance of CGT sub-files for the Tax Unit
• Preparation of instructions to Legal for a variety of matters
• preparation of instructions to other core service areas for a variety of matters;
• Preparation of payment summary reports
• Preparation of Statement of Advice Request
• Preparation of submissions for approval to sell client realty
• Preparation/maintenance of spreadsheets;
• Preparing Land Title documentation for lodging, such as, administrative advices, registration of Enduring Power of Attorney documents, mortgage documents including mortgage releases
• Proficient use of a variety of office equipment, with basic maintenance skills
• Promotion of Public Trustee Services
• Proven ability to effectively manage CIMS tasks
• Proven time management and prioritisation skills
• Providing updated Assets and Income statements to Centrelink/Department of Veteran Affairs
• PTIF withdrawals/deposits as instructed in the Statement of Advice
• Reconciliation of expenditure records;
• Running file records for specific client behaviours and case management.
• Set up and maintenance of a variety of assets in CIMS
• Set up and maintenance of client memberships in the CLMBR screen in CIMS
• Set up and maintenance of payments and templates in the PYINV screen in CIMS
• Statement Authority - checking of preview statement to ensure all items correct and up to date for running of the formal statement
• Superseeker and unclaimed monies searches
• Undertaking community engagement activities to promote the services of the Public Trustee
• Updating asset values in CIMS
• Updating file notations,
• Updating file notes, completion of file memorandums and ongoing file notes for specific client behaviour and file work
• Updating of Residential Care Agreements as instructed by Legal
• Updating the PRIMS screen in CIMS
• Utilisation of User-Entered tasks in CIMS, as well as actioning of a variety of CIMS tasks
• Valuation requests for client properties
• Various customer service techniques.
• Various manual & computer filing techniques, maintenance of files and archives
• Viaduct auction processing
• Will and Enduring Power of Attorney document preparation utilising Chameleon
• Will and Enduring Power of Attorney document preparation;
Key Achievements
 Ability to retain comprehensive knowledge resulted in opportunity to complete financial planning assistant role.
 Development of time management tools resulted in completion of all role requirements with file load of approximately 2 full time positions, shortly after commencing with Public Trustee.
 Development of time management tools resulted in completion of all role requirements with file load of 2 full time positions.
 Exceptional work achievements resulted in an opportunity to relieve on the AO4 position.
 Recognition of exceptional ability resulted in opportunity to work in an offline training role.
 Statement authority obtained on my first attempt which enabled me to check and run statements.
 Successful appeal of Centrelink decision resulting in full reversal of decision and back payment of pension.
 Ability to retain comprehensive knowledge resulted in opportunity to complete financial planning assistant role.
 Development of time management tools resulted in completion of all role requirements with file load of approximately 2 full time positions, shortly after commencing with Public Trustee.
 Recognition of exceptional ability resulted in opportunity to work in an offline training role.
 Statement authority obtained on my first attempt which enabled me to check and run statements.
 Successful appeal of Centrelink decision resulting in full reversal of decision and back payment of pension.
 Exceptional work achievements resulted in an opportunity to relieve on the AO4 position.

• Adhered to alcohol policies and procedures and complied with local and state laws.
• Checked ID cards and verified bar guests were of legal age.
• Maintained neat, clean and professional appearance to meet business dress code policy.
• Bussed bottles and glassware to maintain clean bar area.
• Restocked ice, condiments, and snacks.
• Greeted customers and provided friendly, knowledgeable service.
• Collected trash, wiped up spills, and removed trays to maintain fresh and clean customer areas.
• Assisted with bussing tables and cleaning up spills.
• Established rapport with customers by providing friendly and attentive service.
• Operated dishwashers and other kitchen equipment according to safety guidelines.
• Processed payments for orders and provided customers with change.
• Set up advertising signs and displays on shelves, counters and tables.

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Routed business correspondence, documents, and messages to correct departments and staff members.
• Completed clerical tasks such as filing, copying, and distributing mail.
• Interacted with customers by phone, email, or in-person to provide information.
• Prepared and edited documents to produce precise, accurate and professional communication.
• Managed daily data entry and kept clerical information accurate and up-to-date.
• Cashiering duties ie. over the counter, receipting of funds received in the mail (rates, pet registration, application and town hall hire fees..

• Processing of orders for connection, disconnection and changes to services were sent by Telex to the depot.
• White pages updates and changes were done monthly from orders that were processed throughout the month. The changes were prepared on a Telex machine with several tapes having to be done connections, disconnections, change of details. The tape was prepared on a Telex machine.
• Typed letters, memos and other correspondence were prepared from a completed template issued by Clerical Clerks.
• Staff Announcements were prepared on the Telex machine and sent to each depot as a bulk send.

• Answered and routed incoming calls and took messages when personnel were unavailable.
• Receipting of monies for purchases and monthly invoices issued to customers.
• Timber cutting calculations conducted daily.
• Typed professional correspondence from shorthand notes.
• Provided clerical support to other team members.