DANIELLE OSORES
Umina Beach,Australia
Summary
Driven and resourceful administrative professional with 5+ years of experience assisting with work of high-achieving executives and 10+ years in financial services. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
16
16
years of professional experience
Work History
Client Coordinator
Caboodle Financial Services
06.2020 - Current
- Maintained detailed documentation of all client interactions, allowing for seamless handoffs between team members when necessary.
- Enhanced client satisfaction by promptly addressing concerns and providing personalized solutions.
- Established long-term relationships with clients by consistently delivering exceptional service.
Manager
Liberal Party Of Australia - NSW Division
07.2019 - 05.2020
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Onboarded new employees with training and new hire documentation.
Personal Assistant
Star Financial Services
12.2016 - 06.2019
- Maintained appropriate filing of personal and professional documentation.
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Answered phone calls, emails and addressed customer questions and concerns to promote satisfaction and continued business.
Executive Assistant
Arnhem Investment Management
01.2012 - 11.2016
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team and senior management group.
Personal Banker & Assistant Branch Manager
Westpac Financial Services
01.2008 - 04.2011
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
High School Certificate -
Covenant Christian School
Belrose, NSW12.2006
Skills
- Invoice Preparation & processing
- Meeting Agenda Preparation
- Relationship Building
- Travel Arrangement Coordination
- Executive Schedule Management
- Financial Services
- Human Resources Management
- Process Improvements
- Task Delegation
- Videoconference preparation
- Technical Support
- Project Oversight
- Appointment Setting
- Business Administration
- Proofreading
- Document Preparation
- Advanced MS Office Suite
- Advanced Apple software
- Expense Reporting
- Decision-Making
- Calendar and Scheduling Software
- File Maintenance
- Report Generation & Analysis
- Time management expertise
- Strong Problem Solver
- Executive Support
- Database Management
- CRM software
Timeline
Client Coordinator
Caboodle Financial Services
06.2020 - Current
Manager
Liberal Party Of Australia - NSW Division
07.2019 - 05.2020
Personal Assistant
Star Financial Services
12.2016 - 06.2019
Executive Assistant
Arnhem Investment Management
01.2012 - 11.2016
Personal Banker & Assistant Branch Manager
Westpac Financial Services
01.2008 - 04.2011
High School Certificate -
Covenant Christian School
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