Hanna Peebles
Orange,NSW
Summary
Experienced and detail-oriented professional with a Certificate III in Business Administration and a proven track record in delivering exceptional customer service. Skilled in administrative tasks, adept at multi tasking and committed to maintaining high standards of efficiency and professionalism. Possesses strong communication and interpersonal skills, combined with a dedication to providing excellent customer experiences. Seeking opportunities to leverage my expertise and contribute effectively to organisational success.
Overview
11
11
years of professional experience
Work History
Adviser Support
Ironbark Wealth Advisers
01.2023 - Current
- Update clients data feed weekly
- Provide administrative support to advisers including but not limited to scheduling client appointments, preparing client documents, and managing adviser calenders
- Assist in the preparation of key client reports, including gathering client information, conducting research and both generating and editing client reports
- Completing client off board checklists
- Maintain client records and databases accurately and confidentially, ensuring compliance with regulatory requirements and internal policies
- Collaborate with internal and external stake holders such as paraplanners, advisers, the director and relevant financial platform representatives
- Contribute to the continuous improvement of processes and procedures to enhance the efficiency and effectiveness of adviser support services
Service Officer
Department Of Human Services
03.2018 - 10.2018
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment
- Offered friendly and efficient service to prescribers, handled challenging situations with ease
- Participated in team-building activities to enhance working relationships
- Actively listened to prescribers, handled concerns quickly and escalated major issues to supervisor
- Apply PBS Policy and guidelines when assessing approval application to approve or reject
- Communicated reasons for rejection of application to prescriber
- Answer incoming calls according to schedule, answering up to 300 calls per day
- Participated in coaching and development activities
- Actively participated in staff forums including team meetings
- Approve/ reject written authority scripts
- Efficiently complete and return written authority scripts
Team Member
ALDI
02.2017 - 03.2018
- Kept work areas clean, organized and safe to promote efficiency and team safety
- Learned all required tasks quickly to maximize performance
- Contributed to team success by completing jobs quickly and accurately
- Developed strong cooperative relationships with coworkers and managers
- Maintained productive, efficient approach to all tasks
- Trained new team members by relaying information on company procedures and safety requirements
- Maintain a tracked scanning speed of 1100 items per hour
- Calculated customers change manually
- Maintained professional and courteous customer service
Team Member/ Team Trainer
KFC
01.2013 - 07.2016
- Kept work areas clean, organized and safe to promote efficiency and team safety
- Learned all required tasks quickly to maximize performance
- Contributed to team success by completing jobs quickly and accurately
- Operated register to process payments and collect cash payment for order totals
- Worked different stations to provide optimal coverage and meet production goals
- Trained new team members by relaying information on company procedures and safety requirements
- Resolved issues quickly to maintain productivity goals
- Instructed junior team members on protocols and procedures of each station to maximize contributions
Education
Certificate 3 - Business Administration
TAFE Digital
07.2021
Diploma - Beauty Therapy
TAFE
Orange07.2016
Nail Technician
National Beauty Institute
Orange07.2016
Higher School Certificate -
Orange High School
Orange12.2014
Skills
- Microsoft Office
- Customer Service
- Time Management
- Prioritisation
- Organised
- Teamwork
- Problem Solving
- Attention to detail
- Multitasking
- Money Handling
References
References are available upon request.
Timeline
Adviser Support
Ironbark Wealth Advisers
01.2023 - Current
Service Officer
Department Of Human Services
03.2018 - 10.2018
Team Member
ALDI
02.2017 - 03.2018
Team Member/ Team Trainer
KFC
01.2013 - 07.2016
Certificate 3 - Business Administration
TAFE Digital
Diploma - Beauty Therapy
TAFE
Nail Technician
National Beauty Institute
Higher School Certificate -
Orange High School
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