Kirsten Towns
Westbury,Tas
Summary
Customer Service & Administration skills
Friendly, dedicated administrative professional with experience in fast-paced office setting. I always strive to provide the highest possible level of service dealing with customers politely and promptly. I have always been able to build excellent rapport with clients and have dealt with any problems calmly and efficiently. I have always been able to develop a good working relationship with management, co-workers, suppliers and clients alike. I am aware of the importance of teamwork and the need for each member of the team to complete their set tasks accurately and efficiently in order to help meet team goals within agreed time frames. Experience with daily filing, archiving, photocopying, switchboard operating, correspondence. Great written and verbal skills.
Computer skills
Experience with the following software, Microsoft Word, Excel & Access. Xero accounting software, PDF Xchange writer, Zoom, Microsoft Teams, Skype for Business Phone system & DocuSign used on a daily basis. Additionally, I have experience in financial planning online platforms including Xplan & Wealth Central. Proficient typist.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Practice Support Specialist
SMF Wealth Management Pty Ltd
02.2002 - Current
Practice Support Officer,I undertake a broad variety of tasks throughout my working day including:
- Data entry
- Answering phones, emails & online enquiries to complete client questions, book appointments and complete investment requirements.
- Prepare client reviews and advice documents, process forms and implement of advice recommendations.
- Train team member and update processes and procedures.
- Professional manner, attend to and see through tasks from start to finish.
- Work in a team environment, in office and within our broader client first team, to ensure the best outcome for clients.
- Use and apply procedures to ensure tasks are completed correctly and allow workflow to meet deadlines or time critical tasks.
- The highest care is taken to ensure client confidentiality at all times.
- Training is completed regularly to ensure that we keep up to date with changing legislation and rules within our industry as well as help to broaden our knowledge base.
Receptionist
F.A.M.E. Foley Industries
01.1996 - 01.2002
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered phone promptly and directed incoming calls to correct offices.
- Complete, accounts receivable, payable and payroll duties.
- Handled cash transactions and maintained sales and payments records accurately.
- Maintained confidentiality of information regarding clients and company.
- Answered central telephone system and directed calls accordingly.
- Provided clerical support to company employees by copying, faxing, and filing documents.
Education
Year 11
Launceston College
Launceston, Tasmania12.1995
High School Diploma -
Launceston Christian School
Riverside, Tasmania12.1994
Skills
- High energy and self motivated person
- Excellent written communication skills and proficient typist
- Decision-Maker
- Organization and Time Management with working from home experience
- Teamwork and Collaboration
- Cultural Awareness
- Performance monitoring
- First Aid/CPR
Certification
Current Full Drivers Licence
Working with Vulnerable People (WWVP) Licence
First Aid Certificate including CPR
Preliminary Pony Club Coach
Horse rider
Summer for me is usually spent riding horses with my children. We compete in the sport of Polocrosse across the state and attend regular competitions. We are members of the Midland Spurs Polocrosse Club.
I am a Pony Club coach and regularly coach at Pony Club rallies as well as competitions.
My hidden skill is Announcing/Commentating, I get real enjoyment out of it and regularly attend Agricultural Shows and Equestrian competitions where you will hear me on the PA. Having knowledge of the sport and the riders helps me to give the audience an opportunity to understand the sport and often spectators will hear a persons name and stop to watch them ride. Keeping horse riding in the public eye is important and sometimes the only opportunity for people to see equines up close.
Timeline
Practice Support Specialist
SMF Wealth Management Pty Ltd
02.2002 - Current
Receptionist
F.A.M.E. Foley Industries
01.1996 - 01.2002
Year 11
Launceston College
High School Diploma -
Launceston Christian School
Current Full Drivers Licence
Working with Vulnerable People (WWVP) Licence
First Aid Certificate including CPR
Preliminary Pony Club Coach
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