Elizabeth Scott
Sydney,NSW
Summary
I am a dedicated, well-rounded professional with a hands-on approach and a strong ability to learn quickly, anticipate needs, and consistently exceed expectations. I bring a proven track record of leveraging problem-solving skills to deliver effective solutions, strengthen relationships, and streamline operational processes.
With a keen eye for detail, a natural drive, and a warm, approachable demeanour, I have consistently been recognized as a valuable and trusted team member across a range of roles within both medium and large financial institutions. My background in executive support is backed by extensive experience managing complex calendars, coordinating high-level meetings, and handling sensitive information with discretion and professionalism.
Highly skilled in communication, organization, and strategic problem-solving, I ensure smooth and efficient office operations. I thrive in collaborative environments and am known for my adaptability, results-oriented mindset, and ability to stay focused amidst shifting priorities.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Relationship Manager / Executive Assistant
Allcap Securities
08.2017 - 12.2024
- Responsible for complete diary management for CEO, meeting coordination and extensive travel itineraries. First point of contact
- Arranging all client meetings, across time zones, screening calls and gatekeeping responsibilities
- Board Meetings and Minutes, actions, Agendas
- Reviewing inbox and actioning emails on behalf of CEO and Direct reports
- Coordinating and attending staff events, liaising with clients, and attending offsite functions
- High end Event management, organisation and coordination including budgeting and continuity of vendor relationships’ Bloomberg, ASIC, Full office management
- Coordinating and processing monthly AMEX expenses and invoices, Xero
- Onboarding new employees
- Taking the lead on various projects to continually improve the administrative functions within the company
- Managing communications, business updates, LinkedIn company profile
- Taking the lead on various projects to continually improve the administrative functions within the company, whilst meeting crucial deadlines
- Building and maintaining strong professional relationships by liaising with internal business lines and external stakeholders such as brokers and bankers.
- Maintaining accountability for monthly expenses, data reports, monthly and weekly reports, investor communications, and invoicing
Executive Assistant
Macquarie Group
03.2015 - 02.2017
- Working directly with a division director, senior director, analysts, associates and graduates
- Complex diary management for a team of twelve
- Diary management flagging important emails whilst also responding to emails with less urgency on behalf of the appropriate person
- Arrange both domestic and international travel for all team members including visa applications
- Creating detailed itineraries with detail of transfers, flights and hotels
- Processing of AMEX expenses
- Proofread presentations and documents
- Provide general administration support to the team such as stationery ordering, IT issue resolution, access card queries and ad-hoc requests
- Assist with the organisation of company events
- Coordinating all meetings with reception and arrange catering and set up of appropriate technology
- Strong relationship building with EA's both internally and externally from the business
- Assess and establish priority tasks for Director and keep Director informed of relevant issues
- Organize and attend in house events
Broker Assistant
UBS Wealth Management
09.2013 - 03.2015
- Provide support to senior brokers across both fixed income and equity sales
- Daily management of diaries including booking meetings, travel and accommodation
- Participated in a culture program designed to improve employee morale and administration processes
- Responsible for creating and maintaining new institutional and retail client accounts
- Trading and exercising client orders using IRESS platform
- Provide general advice and interpret the house view through analyst research
- Responsible for stock transfer, corporate actions and settlements
- Maintain loans, margin calls and leveraged positions
- Arranging travel schedule and reservations for the team
- General mailing duties including opening and distributing incoming mail and facilitating bulk mail outs
- Problem solving client’s queries regarding their shares/financial transactions
Broker Assistant
Ord Minnett
07.2012 - 09.2013
- Supporting a team of four senior advisers
- Processing of Corporate Actions, Takeovers / Buy-backs / Rights Issues
- Daily reconciliation of all files between the Ex & Record Dates
- Receive all inbound calls and assist clients with any queries
- Ensure all client instructions are reconciled, compiled with and settled
- Implementing changes to documents and procedures to improve efficiency
- Communicating & Coordinating with all internal departments within the organization
- Dealing directly with external parties i.e. margin lenders, accountants and super funds
- Organizing Networking & Marketing events on behalf of the advisors
- Objections, Prospecting, Networking and a range of other essential skills
- Engaged in training new assistants and monitoring onboarding
- Database entry & maintenance in GBST Front Office
- Preparing & distributing monthly clients’ portfolios, newsletters and event invitations
- Transitioned a client base for four advisors which included the creation of new client files and system data
Broker Assistant
Wilson HTM
12.2010 - 07.2012
- High Level Diary Management
- Organization of Corporate team events and functions
- Preparation of power point presentations and client letters
- Organizing and booking meetings with clients
- Answering phones and directing all incoming calls to appropriate party promptly and efficiently
- Answering client and accountant queries over the phone and through email
- Initiating new client process by arranging for the necessary paperwork to be sent to clients and ensuring appropriate documents are required
- Attending to routine client requests i.e. arranging EFT’s and BPAY’s
- Review and summarize miscellaneous reports and documents using Microsoft Office
- Taking minutes and distributing agendas for Head of Financial Planning
- Filing client documents and archiving in accordance with compliance criteria
- Updating and maintaining client database through X-Plan and Penson system
- Liaising with Margin lenders and third parties
- Working closely with planners and brokers to coordinate and launch campaigns to prospects
- Assisting with the documentation process as required, including managed funds and IPO application forms
Office Manager
Wilson HTM
06.2010 - 12.2010
- Dealing with external suppliers
- Liaising with advisors & caterers prior to company functions and offsite events
- Setting up of rooms including all technical systems i.e. video conferences to regional offices
- Stocking and placement of drink orders for the social club
- Arrange meetings for advisors and their clients through email correspondence or via teleconference
- Greeting and interacting with clients
- Cash handling and record taking of petty cash
- Ensuring cleanliness and upkeep of all three staff kitchens
- Lodging tenant service requests for the whole floor using DEXUS
- Ordering office supplies through online providers
- Organizing local, national and international couriers for all staff
- Ordering lunch for in-house presentations- setting and clearing of tables
- General Administration support to fellow colleagues
- Effectively using and managing the console by directing all phone calls to the appropriate person
- Ensuring tidiness of all meeting rooms throughout the day
- Responsibility for the overall presentation of the front office
Administration Assistant
On-Q Human Resources
10.2007 - 11.2008
- Answering all incoming calls/ promptly forwards them to appropriate person
- Greeting and interacting with clients
- Collection of mail/entering mail into data system
- Organize, sort and assign mail distribution for all the employees
- Photocopying and binding
- Bank runs
- Sorting client paperwork
- Creating confidential client files for two busy teams
- Correspondence through email to and from other offices
- Filing of paperwork
- Printing and confirming client appointments over the phone
- Usage of EA3000 Program
- Organization of workplace
Education
High School Diploma -
St Hilda’s School
Gold Coast, Qld01.2008
International School
01.2006
Skills
- Excellent communication/interpersonal skills
- Relationship building and development
- Project coordination and prioritization
- Advanced computer skills in Microsoft Office, Microsoft Outlook and Lotus Notes
- Ability to use programs such as IRESS IOS, IPS, GBST Front Office
- Travel and hotel bookings using Concur
- Invoicing and Expenses
- Excellent diary management
- Ability to work well under stressful situations
- Great attention to detail
- Analytical and decision-making skills
- Event management Skills
- Advanced organizational skills
- Fast learner
- Ability to work unsupervised
- High level of customer focus and customer service
- Friendly and positive attitude
- Punctual, responsible and reliable
- Team player
Certification
- Diploma of Financial Services (RG146)
- Certificate III Business Administration
- Certificate II Business Communication Technology
- Certificate II Multimedia
Timeline
Client Relationship Manager / Executive Assistant
Allcap Securities
08.2017 - 12.2024
Executive Assistant
Macquarie Group
03.2015 - 02.2017
Broker Assistant
UBS Wealth Management
09.2013 - 03.2015
Broker Assistant
Ord Minnett
07.2012 - 09.2013
Broker Assistant
Wilson HTM
12.2010 - 07.2012
Office Manager
Wilson HTM
06.2010 - 12.2010
Administration Assistant
On-Q Human Resources
10.2007 - 11.2008
High School Diploma -
St Hilda’s School
International School