Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Emily Spence

Gold Coast

Summary

Administrator with over 10 years experience in enhancing organisational efficiency and detail-oriented administration. Proficient in service scheduling, MS Office, Xero invoicing, Zendesk and client management. Demonstrated success in staff training and data entry, ensuring precise execution of administrative tasks. Committed to optimising operational processes and supporting business objectives through effective management and coordination.

Overview

10
10
years of professional experience

Work History

Superannuation Administrator

Hub24 Gold Coast
09.2023 - Current
  • Processed client transactions and payments, ensuring accuracy and timely execution.
  • Updated administration systems for transaction and payment processing, enhancing data integrity.
  • Served as primary contact for clients' financial advisers, fostering strong professional relationships.
  • Generated and complete reports and documentation as directed by advisors and managers.
  • Maintained accurate records and file notes, supporting compliance and operational efficiency.
  • Ensured precision in client data updates to facilitate accurate transaction processing.
  • Provided essential support to financial advisers, improving client service delivery.
  • Analysed client reports, ensuring compliance and accuracy in documentation.
  • Collaborated on ad-hoc projects, contributing to team goals and client satisfaction.
  • Trained new staff on current procedure protocols and system operations.
  • Engaged in continuous learning to enhance system operations.

Operations Administrator

The Fintech Times Shoreditch, London
11.2022 - 06.2023
  • Managed administrative tasks for sales agents, including drafting agreements and creating invoices.
  • Utilised Xero for accurate invoicing and financial tracking.
  • Developed client profiles in Trello, ensuring organised project management.
  • Uploaded client content to Google shared drives and Trello, maintaining seamless collaboration.
  • Updated Trello comments to keep marketing and editorial teams informed on project status.
  • Provided ongoing support to sales team, boosting overall productivity and morale.
  • Boosted sales team efficiency by optimising administrative support.

Commonwealth Home Support Team Leader

MyhomeCare Central Coast NSW
09.2021 - 09.2022
  • Led CHSP team, managed 2 employees, ensured program success, high client satisfaction.
  • Supported 5 care managers, streamlined administrative tasks, improved efficiency.
  • Handled NDIS/private client admin, enhanced service delivery for Central Coast, Hunter Regions.
  • Managed digital/hardcopy filing systems, ensured quick document retrieval, organisation.
  • Resolved customer complaints and provided effective solutions, which helped maintain client trust.
  • Streamlined client data management, increasing service delivery speed.
  • Developed training materials for staff, boosting team skills and program delivery.

Program Administration Assistant

MyhomeCare Central Coast NSW
01.2017 - 09.2022
  • Assisted care managers with administration duties and uploading care plans to CRM systems.
  • Speak with customers over the phone in order to schedule, remind and follow up on appointments.
  • Email or mail reminders to customers or clients when appropriate.
  • Add, cancel or make changes to appointments in the organization's schedule.
  • Perform patient intake, including the completion and filing of all necessary records.
  • Resolve appointment conflicts for staff and customers or clients.
  • Schedule staff coverage in order to ensure the company's best operations standards.
  • Produce and process schedules and reports as they are requested by administrative staff, customers or clients.

Receptionist/Secretary

Elite Rentals, Noosa
07.2016 - 06.2017
  • Assisted property management team with administrative tasks, ensuring smooth operations.
  • Handled incoming calls from landlords and tenants, addressing enquiries and relaying messages.
  • Scheduled and confirmed appointments and meetings for senior management, improving time management.
  • Maintained accurate records of all correspondence with stakeholders, enhancing data reliability.
  • Resolved customer issues and complaints, contributing to improved customer satisfaction.
  • Managed detailed records, ensuring accuracy in both digital and paper filing systems.

Education

1 year Traineeship -

ET Australia
01.2018

Certificate III - Business Administration

Central Coast Group Training
01.2018

Completed Year 7-12 - undefined

Sunshine Beach State High School
01.2014

Skills

  • Client focused with exceptional customer service
  • Excellent time management and organisational skills
  • Ability to manage conflicting priorities
  • Exceptional attention to detail, even when working under pressure
  • Well presented
  • Strong written and verbal skills
  • Database optimization skills
  • Inbound/outbound phone handling
  • MS Office
  • MYOB
  • Google Docs
  • Xero invoicing
  • Experience with Zendesk
  • Salesforce
  • CRM Systems

Timeline

Superannuation Administrator

Hub24 Gold Coast
09.2023 - Current

Operations Administrator

The Fintech Times Shoreditch, London
11.2022 - 06.2023

Commonwealth Home Support Team Leader

MyhomeCare Central Coast NSW
09.2021 - 09.2022

Program Administration Assistant

MyhomeCare Central Coast NSW
01.2017 - 09.2022

Receptionist/Secretary

Elite Rentals, Noosa
07.2016 - 06.2017

Certificate III - Business Administration

Central Coast Group Training

Completed Year 7-12 - undefined

Sunshine Beach State High School

1 year Traineeship -

ET Australia
Emily Spence