Kim R Maw
Kangaroo Flat
Summary
Professional accounting specialist with strong track record in managing trust accounts and ensuring compliance with financial regulations. Skilled in financial reporting, reconciliation, and audit preparation. Focused on collaborative teamwork and adaptable to changing needs, consistently driving successful outcomes. Known for reliability, precision, and integrity in all financial operations.
Overview
37
37
years of professional experience
Work History
Trust Accountant
Insurance House Inc.
12.2022 - Current
- Managed trust account reconciliations, ensuring accuracy and compliance with regulatory standards.
- Oversaw disbursement processes, maintaining meticulous records to support financial audits.
- Developed and implemented internal controls to enhance operational efficiency and reduce discrepancies.
- Mentored junior accountants, providing guidance on best practices in trust accounting procedures.
- Enhanced client trust relationships by managing accounts and ensuring accurate financial reporting.
- Reconciled complex trust accounts, identifying discrepancies and implementing corrective measures.
- Ensured the timely distribution of funds to beneficiaries according to trust agreements.
- Assisted with audits related to trusts; provided documentation and addressed any concerns raised by auditors.
- Maintained integrity of general ledger and chart of accounts.
- Diminished outstanding debts by analyzing accounts for issues.
Relationship Manager
Insurance House
07.2015 - 12.2022
- As a relationship manager I have 1000 clients to which I help with their Insurance needs. My job entails renewing policies and re quoting where needed.
- I keep contact with all my clients to make sure cover is in place and the correct cover for their needs.
- I also do claims and any other help required for my client.
- I handle debtors and payments of premium/s
Office Assistant
Oceana Trading
03.2011 - 11.2013
- As the sole Office Assistant it is my responsibility to ensure that all back office tasks are completed in a timely manner and to the highest standard.
- I am required to complete all invoicing and order reconciliation using MYOB.
- Another part of this role is debt collection. I am required to contact customers with outstanding invoices, discuss payment options and organise receipt of funds.
- Customer service and complaint resolution are a major part of my day to day role. I am required to take telephone orders from customers as well as investigate and resolve any customer complaints.
- I have received very positive feedback from a number of customers regarding my high level of service and ability to meet their needs in a timely manner.
- General tasks that I also carry out are filing, administration and general office duties as required.
Assistant Manager
Central News
03.2010 - 03.2011
- As an Assistant Manager at Central News it is my responsibility to ensure the smooth running of the store.
- I have achieved this through staff rostering to make sure there are sufficient staff available to meet all customer needs in a timely manner.
- I handle all banking, payroll and administration functions within this role including invoicing, cash conciliation and stock control.
- It has been my responsibility to carry out staff recruitment, as well as provide feedback to staff that have not been performing up to expected standards.
- Within this role I have been required to work with a number of in-house computer systems that I had never used in previous roles.
- I was able to master these systems very quickly with a minimum amount of one on one teaching.
Customer Service Officer
Liquorland Echuca
10.2007 - 04.2008
- This position required timely and friendly provision of customer service to all customers to ensure a quality customer experience every time.
- I was required to learn and utilize in-house computer systems quickly and accurately, handle cash with confidence, including reconciliation of cash registers throughout each shift.
- Conflict resolution was an important part of this position, particularly during weekend and late evening shifts, when some customers could become aggressive or difficult to provide assistance to.
- Within this position I was also required to maintain stock at an appropriate level by restocking products as they were sold.
Assistant Manager
Coles Express Echuca
02.2003 - 08.2007
- As Assistant Manager of the Echuca site, I was required to provide support and assistance to the Manager within all aspects of the day to day running of the facility, as well as step up to the Manager position during periods of absence.
- Skills required included, reconciliation of time sheets to ensure all staff were paid at the appropriate level, staff rosters for the site, Customer Service, Cash Handling, Conflict Resolution, Stock Orders and Invoicing.
- While employed with Coles Express I was given the opportunity to participate in the Ambassador program for the Shell V-Power launch.
- As a result of this I was made the Victorian and the National Ambassador for the launch.
Night Fill Position
Coles Supermarkets Ivanhoe and Epping
04.1989 - 05.2000
- This role involved ensuring all aisles within the store were stocked with the correct produce and done so in a neat and methodical manner.
- Fresh Produce Assistant
- Within this role it was my responsibility to ensure that all produce was well stocked and that damaged or past use produce was removed from display and sale.
- Further to this was the requirement to answer all customer enquiries regarding produce, as well as assisting customers with selecting and weighing of produce.
- Front-End Operator
- As a front end operator I was required to handle staff shortages, by identifying shortfalls and arranging replacements, often on short notice, from the available casual staff.
- An important part of this role was to handle customer enquiries as well as customer disputes regarding incorrect pricing, etc.
- Any in store visitors needed to be signed in by myself as per store policy and procedure.
- When staff shortfalls could not be filled, I stepped in and worked on registers, which involved providing excellent customer service as well as confident handling of cash.
- Office Manager
- From Front-end Operator I was promoted to the position of Office Manager.
- I became responsible for all administration and rostering within the store.
- It was necessary for me to ensure the payroll of the 150-200 staff was completed correctly and on time, staff rosters for all departments were completed by me.
- I was also required to handle all invoicing, reconciliation of orders, accounts payable, and any staffing issues and conflicts.
- Monthly reporting of sales versus targets, staff numbers, etc were completed by myself and presented to Management.
- When staff shortfalls occurred I arranged for and completed the recruitment process of new staff as well as carrying out any training of staff, including upskilling.
Education
Certificate II and III - Retail Operations
Strive PTY LTD
01.2005
Year 10 - undefined
Diamond Creek Technical School
01.1988
Melboue
Skills
- Full Victorian Drivers Licence
- Proficient in Microsoft Word, email applications, administration tasks
- Proficient in MYOB
- Typing at approximately 30 WPM
- Fully trained in Food Handling, Handling of Fresh Produce
- Proficient in Payroll, Invoicing, Banking, Staff Rosters and Staff Recruitment, Customer Service, Conflict Resolution, Client Interaction, Debtors
- Strong work ethic, reliable, trustworthy
- Trust accounting
- General ledger maintenance
- Time management
- Attention to detail
- Bank reconciliation
- Customer relations
- General ledger accounting
- Data inputting
- Administrative support
Interests and Activities
Scrap booking, Outdoor Activities, Spending time with family and friends
Timeline
Trust Accountant
Insurance House Inc.
12.2022 - Current
Relationship Manager
Insurance House
07.2015 - 12.2022
Office Assistant
Oceana Trading
03.2011 - 11.2013
Assistant Manager
Central News
03.2010 - 03.2011
Customer Service Officer
Liquorland Echuca
10.2007 - 04.2008
Assistant Manager
Coles Express Echuca
02.2003 - 08.2007
Night Fill Position
Coles Supermarkets Ivanhoe and Epping
04.1989 - 05.2000
Year 10 - undefined
Diamond Creek Technical School
Certificate II and III - Retail Operations
Strive PTY LTD