Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jodie Garwood

Australind,WA

Summary

I am hard working and reliable with strong work ethic and the ability to thrive in a team based or an individually motivated setting. Adept at keeping operations smooth and highly organized and always willing to go the extra mile to complete any task. With a history of handling customer needs I bring a background of excellent communication and people skills. I am forward thinking and willing to train, learn and adapt to foster new work requirements.

Overview

29
29
years of professional experience

Work History

Administrative Assistant

Geographe Financial Group
Bunbury, WA
04.2023 - Current
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Provided secretarial and office management support while building cooperative working relationships.
  • Scheduled appointments, meetings and events for management staff.
  • Managed database systems containing customer contact information.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Utilized editing programs to proofread content for typo-free emails, memos and documentation.
  • Organized files, developed spreadsheets, reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.

Personal Assistant

Arcadia Financial Management
Australind, WA
04.2021 - 04.2023
  • Ran errands to help with daily tasks, enabling employer to focus on more pressing duties.
  • Maintained confidential files related to personnel records or other sensitive information.
  • Answered incoming calls and emails promptly while managing the executive's schedule accordingly.
  • Checked personal and professional activities to remind employer of priority tasks and deadlines.
  • Greeted visitors in a professional manner and provided assistance with inquiries.
  • Maintained clerical correspondence via email and phone.
  • Prepared documents such as reports, presentations, agendas, and correspondence.
  • Scanned documents into electronic format for storage in a secure database system.
  • Proofread documents for accuracy prior to submission to the executive team.
  • Updated databases with current information on clients' assets, liabilities and income.
  • Generated periodic performance reports for clients based on their investments.
  • Processed transactions such as deposits, withdrawals, transfers and loan payments.
  • Maintained accuracy and confidentiality for client data by observing strict corporate and federal regulations.
  • Maintained client financial records and documents, ensuring accuracy and confidentiality.
  • Prepared presentations and other materials needed for client meetings.
  • Provided administrative support to Financial Planners by preparing reports, collecting data and scheduling appointments.

Medical Receptionist

Australind and Eaton Medical Centre and Skin Clinic
Eaton, WA
01.2021 - 04.2021
  • Answered phone calls to provide assistance, information and medical personnel access to maximize office efficiency.
  • Scheduled and confirmed patient appointments for diagnostic, surgical and consultation services.
  • Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
  • Pleasantly greeted each patient and offered the desk sheet for easy sign-in.
  • Answered multi-line phone system and directed callers to requested personnel and departments.
  • Informed patients of financial responsibilities prior to rendering services.
  • Communicated with all partners throughout practice, including physicians, nursing staff, technicians and medical assistants.
  • Straightened up waiting room to maintain neat and organized space.
  • Took messages from patients and promptly relayed to appropriate staff.
  • Processed patient payments and scanned identification and insurance cards.
  • Greeted callers with enthusiasm.

Bank Manager

ANZ
Australind, WA
11.2015 - 12.2020
  • Guided teams to increase business portfolio and grow bottom-line profitability.
  • Set up and completed loans with and without security.
  • Proposed and managed successful marketing promotions and business plans.
  • Provided customers with first-rate experience and developed long-lasting relationships.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Improved operations by working with team members and customers to find workable solutions.

Banking Officer

ANZ
BUNBURY, WA
11.1994 - 11.2015
  • Maintained confidentiality of banking records and client information to avoid possible data breaches.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Conducted special service and account transactions for customers, including ordering cheques and placing stop payment orders.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Warmly welcomed customers and offered pleasant service during entire transaction.
  • Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
  • Responded and assisted customers with account inquiries and updates.
  • Reconciled cash and cheques against computer records at end of shift.
  • Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Explained bank services, financial products and applicable fees to customers.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.

Education

High School Diploma -

St Joachims College
Victoria Park, WA
12.1983

Skills

  • Reliable and trustworthy
  • Flexible
  • Employee training
  • Risk management
  • Planning and coordination
  • Excels in team leadership
  • Conflict resolution
  • Critical thinking
  • Supervision

Timeline

Administrative Assistant

Geographe Financial Group
04.2023 - Current

Personal Assistant

Arcadia Financial Management
04.2021 - 04.2023

Medical Receptionist

Australind and Eaton Medical Centre and Skin Clinic
01.2021 - 04.2021

Bank Manager

ANZ
11.2015 - 12.2020

Banking Officer

ANZ
11.1994 - 11.2015

High School Diploma -

St Joachims College

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