I am organised and dependable, with the ability to manage multiple priorities with a positive attitude and I have a willingness to take on added responsibilities to help get the job done.
Overview
21
21
years of professional experience
Work History
Client Services Officer
Kelly Partners Northern Beaches Pty Limited
02.2022 - Current
Oversee Team is running effectively and efficiently and clients work is completed and delivered in a timely manner
Running of weekly workflow meeting
Contact clients and organise Meetings.
Direct contact for clients, to assist and address concerns or issues.
Prepare and deliver presentations and reports for client meetings.
Created and maintained organisational database of clients and for use by personnel.
Organise calendars for Managers, scheduling meetings with clients and Reps.
Phone calls - Incoming and Outgoing (for the Team)
Scanning of Client Paperwork
HR Manager
Wealth Definition
01.2003 - 02.2022
Advised Director on confidential matters from performance to employee relation issues.
Maintained payroll and benefits for employees
Onboarding and Offboarding
Debtors and Creditors
Overseeing Juniors
Overseeing running of the office
PA to Director
Team workflow and ensuring employee job satisfaction by managing communication between managers and employees.
Organising all staff events
Skills
Great Communication and Interpersonal skills
Time Management
Strong organisational and administrative skills
Ability to multi task
Positive attitude
Proficient in Xero, Karbon AE, How Now, Word and Excel