Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, Qld
01.2008

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

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Elizabeth Scott