Kellie Sellan
Googong,NSW
Summary
Competent Administration Assistant bringing demonstrated administrative and financial management skills. . Excellent customer service, problem-solving and multitasking abilities focused on maintaining compliance, maximizing satisfaction and quickly addressing concerns.
Overview
36
36
years of professional experience
Work History
Broker Assistant
PSC Insurance Brokers
Canberra, ACT
03.2014 - Current
- Liaising with clients for Insurance needs
- Quoting of Insurance policies
- Processing of Insurance Renewals
- Liaising and building rapport with Insurance Underwriter to obtain the best outcome for the client
- Lodging of Insurance claims
- Answering phone and assisting with customer enquiries
- Data Entry
- Accounts payable and debtors
- Attend monthly staff meetings and alternate as Minutetaker
- Arranging client meetings
Administration Assistant
Macquarie Private Wealth Management
Canberra, ACT
04.2013 - 03.2014
- Assistant to Senior Finance Broker
- Reception duties as required
- Placing share trades
- Processing of new issues, takeover and bonus issues
- Daily client interaction in person and over the phone
- Data entry
Administrative Assistant
JB Were
Canberra, ACT
08.1997 - 04.2013
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Co-ordination of internal meeting and client functions
- Coached new employees on administrative procedures, company policies and performance standards.
- Organized weekly staff meetings and logged minutes for corporate records.
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
- Completing paperwork and applications for bank accounts, managed funds, insurance policies and super funds
- Accounts payable and monthly reconciliation of Staff Corporate Card Expenses
- Back up reception when required
- Co-ordinator/processor of GS Cash Trust and Investment Note Funds
- Cheque signatory
- Co-ordinator of Initial Public Offers
- Update and maintain written administrative processes and procedures
- Monthly reporting and liaising with Managers
- Scheduled office meetings and client appointments for staff teams.
Administrative Assistant Securities/Operations
Perpetual Trustee Company (Canberra) Limited
Canberra, ACT
02.1989 - 08.1997
- Daily client contact and attending to client queries
- Developed and maintained courteous and effective working relationships.
- Quarterly distribution of mailouts to client
- All CHESS operations and liaison with Stockbrokers
- Handling and collection of rent for Property Management Section
- Processing and reconciling of dividends, interest and distributions
- Assisting with Adviser Briefing Functions
- Supervisor of Cash Management Operations
- Attend weekly meetings and alternate as Chairperson and Minute Taker
Office Assistant
Burns Philp Trustee Company Canberra Limited
Canberra, ACT
01.1987 - 02.1989
- Completed clerical tasks such as filing, copying and distributing mail.
- Interacted with customers by phone, email or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Delivered clerical support by handling range of routine and special requirements.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
Education
High School Diploma -
Dickson College
Dickson, ACT1986
Skills
- Customer Service and Assistance
- Professional Relationships
- Team Communication
- Clerical Support
- Ability to meet deadlines through prioritising and organising workflow
- Ability to efficiently, courteously and tactfully deal with clients either in person or over the phone
Timeline
Broker Assistant
PSC Insurance Brokers
03.2014 - Current
Administration Assistant
Macquarie Private Wealth Management
04.2013 - 03.2014
Administrative Assistant
JB Were
08.1997 - 04.2013
Administrative Assistant Securities/Operations
Perpetual Trustee Company (Canberra) Limited
02.1989 - 08.1997
Office Assistant
Burns Philp Trustee Company Canberra Limited
01.1987 - 02.1989
High School Diploma -
Dickson College
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