Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
References
Timeline
Generic
Janelle Carreon Griffiths

Janelle Carreon Griffiths

Wembley,WA

Summary

Cheerful and upbeat Client Services Assistant with history of exceeding customer and patron expectations. Calm and composed in stressful situations with successful record of reducing customer dissatisfaction through acknowledgment, decisive communication and focused solutions. Expert at finding win-win solutions. Detail-oriented approach to resolving CRM issues.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Technological savvy with more then 20+ years experiences collaborating with crucial stakeholders. Experience with the Australian governmental agencies including, ATO, ASIC, ASIC Connect, ABR, and ABRS.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Client Services Assistant

CapitalQ Chartered Accountant
East Perth , WA
2021.08 - Current
  • Provide professional assistance to Directors;
  • Coordinate monthly billing with Directors and professional staff;
  • Assistance with editing, formatting and finalizing proposals, engagement letters and advice documents;
  • Process on-boarding of new clients including ethical clearance from previous accountant;
  • Coordinate tax return lodgement program including internal reporting and lodgement of tax returns to the ATO;
  • Preparation & setup of new jobs for clients’ annual compliance;
  • Collation of client tax packages including financial statements & taxation returns;
  • Liaise with clients for the return of signed documents;
  • Liaise with legal providers in relation to the incorporation of new company, trust and self managed superannuation funds;
  • Instruct the Practice’s external corporate compliance provider for preparation and lodgement of ASIC documentation;
  • Attend to business name registrations on behalf of clients with ASIC;
  • Liaise with other third-party providers who provide offshore services to the Practice;
  • Dealing with IT matters and liaising with external IT support;
  • Driving best practices in terms of refining company systems and processes;
  • Other various ad hoc matters relating to the general running of the day to day requirements of the Practice.
  • Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
  • Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
  • Implemented new company platform initiatives, learning and mastering new technologies to improve client service.
  • Identified opportunities for process improvements that would increase efficiency and reduce costs.
  • Personalized client experience, identifying unique needs and providing information and services to match.
  • Responded promptly to inquiries from both internal and external stakeholders.
  • Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
  • Assisted clients in navigating the company's website and online services.

International Host Family

Various Employers
Aliso Viejo , California
2015.01 - 2021.06
  • Provided students with a safe, supportive and loving home
  • Accepted students as a member of our family
  • Encouraged the students to participate in all aspects of family life
  • Provided transportation to and from school
  • Assisted the students further knowledge of the English language
  • Encouraged and exchange of ideas and provided students with exposure to the cultural an social environment.
  • Assisted students with homework
  • Set updated to exchange programs via a parent portal

Lead Preschool Teacher

Pacific Preschool & Kindergarten
Laguna Nigel , California
2018.08 - 2020.03
  • Organized creative and fun activities, enhancing children's physical, emotional and social well-being.
  • Promoted good behaviors by using positive reinforcement methods with children.
  • Planned and implemented developmentally appropriate activities to meet the physical, emotional, intellectual and social needs of children.
  • Developed professional relationships with parents, teachers, directors and therapists.
  • Provided individualized instruction to each student based on their needs and interests.
  • Developed partnerships with community organizations to provide additional resources for families in need.
  • Met with parents and guardians to discuss students' progress and areas requiring improvement.
  • Planned and implemented lessons using various teaching strategies to meet diverse student needs.
  • Observed and documented students' growth and development throughout the year.

Marketing/ Admin Officer

Go Roof Tune Up
Aliso Viejo , California
2016.01 - 2016.12
  • Implemented strategies to take advantage of new opportunities.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Evaluated complaints and emergency-request information to determine response requirements.
  • Identified needs of customers promptly and efficiently.
  • Organized client meetings to provide project updates.
  • Displayed strong telephone etiquette, effectively handling difficult calls.

Student

University of Phoenix
Costa Mesa , California
2011.06 - 2015.12
  • Finishing up my masters in Education
  • Student Teaching Program
  • Substitute teaching at Aliso Viejo Christian School
  • Capistrano & Corona-Norco Unified school Districts
  • Canyon Vista Elementary & Clara Barton Elementary Schools

Parent Liaison Officer

Laguna Parent Participate Preschool
Mission Viejo , California
2010.01 - 2015.12
  • Facilitated meetings between parents and administrators to discuss student issues or concerns.
  • Assisted parents and guardians in goal setting and educational development for children.
  • Helped with the Parent's on boarding and training of new Members, Events Planning Community Fundraising for Non-Profit School Formal and informal events
  • Developed Tables Center for student and Parents Engagement
  • Sought our new potential local community Business Sponsors
  • Assisting children daily
  • Curriculum Development & Extension
  • Collaborating with local Community Helpers in the classroom

Executive Administrative Floater & Trainer

Deloitte
Costa Mesa , California
2006.07 - 2009.12

Provided administrative support services primarily for the Tax function, ERS, Internal and External Audit, Consulting, Aquations and potentially for other functions as well.;

Key Accomplishments:

  • Prioritize and multi-task with minimal supervision, processing highly confidential material, and interacting with varied personalities and communication styles.
  • Managing calendar, coordinating all travel, meeting and conference, financial reports and invoicing, time and expenses: responding to customer inquires by phone, email and in person, read/route email; maintain extensive filing systems and databases.
  • Provided coaching, training, mentoring to other Administrative Assistance, introduce , orientate integrate the new engagement in to the firm's business strategy, culture, structure, resources , processes and procedures.
  • Coordinated the establishment, utilization & acceptance of a shared network folder for the entire AERS Admin Team facilitating seamless back up support.

Key Responsibilities:

  • Handle sensitive/confidential information requiring a high level of discretion.
  • Cultivate relationship and maintain contact with external clients on behalf of internal clients.
  • Search and collect information from various internal/external sources to provided preliminary research
  • Vet ideas generated from ideas generation session each week to deliver to clients.
  • Arrange international and domestic travel under guidance from the client following the firm's policy
  • Arrange internal and domestic travel under guidance form the client following the firm's policy
  • Coordinate and arrange logistics for external function, including meeting, conference, entertainment receptions and dinner arrangements with significant direction from the client

Audit Administrator

Deloitte- Assigned to Adecco
San Bruno , California
2004.01 - 2006.12
AlisoAlisoAliso

Carry out multi-faceted responsibilities, with charge to provide project management and marketing/technical communications management at Visa U.S.A./Inovant for Deloitte’s largest internal audit account, in addition to providing meeting/event planning and executive/administrative support.

Key Accomplishments:

  • Serve as a key liaison and communication conduit between partners and 20+ member internal team with Control Assurance, Internal Audit, Security & Privacy, Business Continuity and Fraud.
  • Restored order and organization to department in disarray. Streamlined processes and resolved communication/ document control issues by creating a variety of new systems, procedures, business tools, and protocols.
  • Repeatedly commended for ability to be perceptive to and creatively resolve logistics needs/concerns of both clients and internal teams that improved employee and customer satisfaction.
  • Organized and brought needed cohesion to internal/external business communications by creating, updating, editing, and maintaining an extensive array of administrative forms, templates, project definition documents .
  • Planned all logistical aspects of offsite special events (facilities, lodging, meals, activities, materials, equipment, agendas) and assisted partners/senior executives with meeting and conference-call scheduling.

Events & Public Relations Coordinator

WA Business News
Perth , Western Australia
2004.07 - 2004.12

Handled strategic planning and tactical/logistical aspects of event coordination for organization’s family-business awards ceremonies (black-tie galas with average attendance of 350). Organized sponsor procurement, vendor/sponsor/ participant/nominee communications, pre-ceremony luncheons, venue/menu/AV arrangements, and various associated matters to ensure the seamless execution of these major events.

Key Accomplishments:

  • Secured a record-high number of award nominees and event sponsorships (increases of up to 500%), elevating company’s visibility and footprint in the marketplace.
  • Opened communication lines between sales, graphic production and event departments by initiating use of new internal production log. Saved time on production orders by eradicating duplicate/unnecessary steps
  • Assisted in marketing, PR, and sales-support efforts for each event, including the design, development, and dissemination of print, and .PDF collateral materials (e.g., websites, advertising, brochures).
  • Cultivated strong relationships with award nominees and leveraged these relationships into subsequent paid advertising partnerships.
  • Handled media buying/placement and led nomination and judging process for award nominees.
  • Commended by senior management for key role in the organization and management of elegant, memorable, and successful events characterized as “the best in company history.”

Customer Care Coordinator

AMCOM Telecommunications
Perth , Western Australia
2004.01 - 2004.06

Key Accomplishments —Six - month contact assignment):

  • Leveraged strengths in brand creation and extension in joint effort with copywriter to build Amcon and Amnet branch names in the marketplace.
  • Strengthened service-delivery focus of employees. Conducted research for development of DSL handbook for call center and completed training on effective client handling. Interviewed employees, identified need for training materials, and recommended to management that they develop a training manual.
  • Developed sales/eCommerce initiatives used on Amnet website and devised internal-auditing process to improve customer service, workplace morale, and management reporting.

Graphic Designer/Marketing Assistant

Deloitte - Adecco
San Francisco , California
2002.01 - 2003.12

Engaged to provide an array of marketing, customer care, office support, account liaising, and project implementation services by Big 4 consulting firm and a major Australian telecom provider. Handled project assignments in the U.S. and overseas.

Key Accomplishments:

  • Proved the ability to concurrently balance multiple roles and responsibilities, functioning as office manager, team support person, customer liaison, graphic designer, and executive support assistant to 27 Deloitte & Touche partners, senior managers, managers, senior consultants, and consultants.
  • Served on creative teams as a key contributor to strategies, proposals, and presentations that resulted in seven-figure business growth (multiple new business wins/contract expansions of $1M each).
  • Worked on marketing campaign projected to generate $20M in new sales growth, providing event management, presentation development, report/relationship matrix creation, and management/sales support.
  • Conducted marketing analysis and assisted in creating high-impact PowerPoint presentations for marketing to clients and new prospects.

Education

Master of Science - Education

University of Phoenix
Costa Mesa, California
2011-06

Bachelor of Science - Marketing

California State University At Long Beach
Long Beach
2002-05

Associate of Arts - Marketing & Merchandising

Cypress College
Cypress, California
2000-05

Skills

  • Adaptability
  • IT Savvy
  • Client Advocacy
  • Client Relations
  • Database Management
  • System Documentation
  • Client Support
  • Relationship Building/Management
  • Employee Training/Cross Training
  • Problem-Solving
  • Team Player
  • Outstanding Interpersonal skills
  • Supportive
  • Encourages Growth
  • Flexibility

Certification

  • XERO Certification
  • CAS 360 Certification
  • BLG Certification

Languages

English
Full Professional
Spanish
Limited

Affiliations

  • Salsa Dancing
  • Cooking
  • Traveling
  • Softball
  • Snowboarding

References

References available upon request.

Timeline

Client Services Assistant

CapitalQ Chartered Accountant
2021.08 - Current

Lead Preschool Teacher

Pacific Preschool & Kindergarten
2018.08 - 2020.03

Marketing/ Admin Officer

Go Roof Tune Up
2016.01 - 2016.12

International Host Family

Various Employers
2015.01 - 2021.06

Student

University of Phoenix
2011.06 - 2015.12

Parent Liaison Officer

Laguna Parent Participate Preschool
2010.01 - 2015.12

Executive Administrative Floater & Trainer

Deloitte
2006.07 - 2009.12

Events & Public Relations Coordinator

WA Business News
2004.07 - 2004.12

Audit Administrator

Deloitte- Assigned to Adecco
2004.01 - 2006.12

Customer Care Coordinator

AMCOM Telecommunications
2004.01 - 2004.06

Graphic Designer/Marketing Assistant

Deloitte - Adecco
2002.01 - 2003.12

Master of Science - Education

University of Phoenix

Bachelor of Science - Marketing

California State University At Long Beach

Associate of Arts - Marketing & Merchandising

Cypress College
  • XERO Certification
  • CAS 360 Certification
  • BLG Certification
Janelle Carreon Griffiths