- Fashion
- Interior Design
- Wine Tasting
- Travel
- Pilates
- Swimming
- Tennis
- Animal Lover
Iris Zhao
Killara,NSW
Summary
I am a detail-oriented administrative and executive support professional, with over 5 years of experience in client relations and assisting high-achieving executives and directors. A bilingual with a bright personality and professional skills. Great team player who successfully manages high-volume workloads in rapidly changing environments.
Overview
11
11
years of professional experience
Work History
Associate to the Company Director
Marshall Chan Yahl Group
06.2023 - Current
- Managed project timelines and deliverables under the direction of the Director, ensuring successful completion within given deadlines.
- Maintained strict confidentiality when handling sensitive information about company operations and client information during the change of company structure and management.
- Provided exceptional administrative and sales support to the Director during high-profile events and conferences, including attending and assisting weekly open homes, daily face-to-face client relations, and answering high-volume phone calls.
- Weekly cold calling for gaining potential clients for the Director.
- Provided high-level service and assistance continuously to vendors and every potential purchaser.
- Proactively collaborate with all departments within the company and third-party contractors.
Assistant to the Chief Executive Officer
HOME789 Pty Ltd
08.2020 - 10.2021
- Prepared documents, reports and presentations for executive and board members.
- Responded to emails and high volume of phone calls on behalf of the executive to facilitate communication and enhance business internal processes, and often for external communications such as solicitors, external sales and developers.
- Worked with senior management to initiate new projects and assist in various processes.
- Organised and coordinated conferences and weekly meetings.
- Updated executive on changing business needs by documenting internal and client meetings.
- Assisted in hiring and training new staff members across all departments.
- Processed expenses and reimbursements for the executive.
- Greeted arriving visitors, determined the nature and purpose of visit and directed individuals to the executive or appropriate destinations.
- Organised and coordinated company events, personal events and travelling itineraries for the executive.
Service Coordinator
BT Financial Group - Westpac Private Banking
10.2017 - 08.2019
- Provided efficient and professional banking services to private banking clients and the private bankers.
- Initiated contact with appropriate banking team to request referrals and followed up to confirm appointments for clients and private bankers.
- Efficiently assisted with problematic transactions to maintain customer satisfaction and quickly rectify issues for clients and private bankers.
- Monitored priorities and liaised between maintenance team and management, delegating tasks to complete on time.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Assistant to the Lending Manager
Westpac Banking Corporation
03.2016 - 10.2017
- Promptly prepared and submitted accurate paperwork for the lending manager and clients.
- Oversaw the entire loan process to ensure the lending team provided every client an exceptional service.
- Complied with all the established internal guidelines, policies, and legislation.
- Provided successful working within tight deadlines and a fast-paced atmosphere.
- Provided friendly and efficient service to clients, and handled challenging situations with ease.
Personal Banker
Westpac Banking Corporation
07.2014 - 03.2016
- Assisted customers with setting up and closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service.
- Approached prospective clients through cold calling and emails to meet team targets.
- Keyed customer contact information and payment data into the system carefully observing corporate confidentiality procedures.
- Worked closely with management to strategise sales techniques to increase team production and customer service.
- Accomplished to be number one in service and sales in a short period of time.
Education
Bachelor of Business - Banking And Finance
La Trobe University
Skills
- Customer Relation & Service
- Executive Assistance Background
- Strong Problem Solver
- Schedule Planning
- Company Event Coordination
- Microsoft Office
- Fluent in Mandarin & English
Interests
Reference
Available upon request.
Timeline
Associate to the Company Director
Marshall Chan Yahl Group
06.2023 - Current
Assistant to the Chief Executive Officer
HOME789 Pty Ltd
08.2020 - 10.2021
Service Coordinator
BT Financial Group - Westpac Private Banking
10.2017 - 08.2019
Assistant to the Lending Manager
Westpac Banking Corporation
03.2016 - 10.2017
Personal Banker
Westpac Banking Corporation
07.2014 - 03.2016
Bachelor of Business - Banking And Finance
La Trobe University
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