Kylie Law
Umina Beach,NSW
Summary
10+ years experience with face-to-face, email and phone based customer service.
The ability to adapt to new positions and environments in a timely manner.
Strong organisational skills and the capability to meet deadlines. Focusing on customer needs and resolving customer enquiries and complaints to their satisfaction.
Good attention to detail.
Strong communication skills and works well individually or in a team.
Capable in training new staff and having a leadership role.
High Level computer skills including Outlook, MS Teams, Word and Excel, COIN and XPlan.
Working under pressure and problem solving skills.
Research skills.
Currently running a painting business and do all the admin/bookeeping work
Overview
16
16
years of professional experience
Work History
Bookkeeper/Admin
Coast Painting Co Pty Ltd
06.2020 - Current
- Created staff expense and reimbursement tracker in Excel.
- Completed payroll for employees and maintained detailed records of procedures.
- Established MYOB accounting system to reflect accurate financial records.
- Analyzed financial data to assist in budget creation and forecasting.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Developed and implemented procedures to improve accounting efficiency.
- Used knowledge of local laws to comply with reporting requirements.
- Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reported financial data and updated financial records in ledgers and journals.
- Scheduling of all jobs
- Handled all customer enquires over the phone and email
Personal Assistant / Admin Assistant
Kelly Partners Private Wealth Pty Ltd
02.2011 - 08.2023
- I was the offsider/personal assistant for a financial adviser within the company
- I was the first point of contact for all clients and my job was very fast passed and has a lot of responsibilities
- The finance industry is very wide spread and is always changing due to rules and regulations, therefore I am constantly learning and gaining new skills
- My general duties included:
- Attending client meetings and then preparing of file notes post reviews and appointments. If I was not in the meeting, it would either be recorded or I would receive a summary recording from the adviser that I would type up into a file note.
- Regular contacts with clients either face to face, via email or telephone/zoom to deal with any queries and acquire any documentation when required
- Managed filing system, entered data and completed other clerical tasks.
- Maintaining the adviser’s diaries and outlook calendars; including booking all internal and external reviews, appointments and trips
- Handling fund managers and external companies inquiries relating to clients
- Preparing and running reports to regularly review and analyse client’s portfolio’s
- Obtain and prepare required tax documents in preparation for client’s tax returns
- Preparing required financial documents for client’s discussion papers, record of advices, review documents or statement of advices
- Reviewing and editing all financial documents prior to providing them to the financial adviser
- Preparing all necessary documentation for client’s appointments
- Updating database and saving documents with new and revised information for prospective clients and existing client base
- Training new staff
- Attending regular training days and relaying the information to my co-workers
Insurance Admin Assistant
Kelly Partners (previously Moneywise)
10.2011 - 02.2012
- Preparation of life, total and permanent disability, trauma and income protection insurance quotes when required
- Answering insurance related quires for clients and insurance companies
- Updating data base with insurance renewal reports
- Calling insurance companies on behalf of clients
Receptionist
Kelly Partners (previously Moneywise)
08.2011 - 10.2011
- Answering incoming calls and transferring to the correct person/taking a message
- Checking the phone voicemail messages of a morning
- Preparing meeting rooms for appointments/conferences
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Receiving and dispatching of all mail of a morning and afternoon for all staff
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Checkout Assistant / Supervisor
Woolworths Woy Woy
10.2007 - 08.2011
- During my employment at Woolworths, I had a trusted leadership role as a service supervisor
- My general duties included:
- Customer service
- Training new staff
- Answering phones / transferring calls
- Opening and closing the store
- Preparing tills for daily floats
- Evening close includes register print outs and balancing of tills, a task performed only by supervisors
- Ensuring the store is locked and secure at the end of the night
- Handling and counting large amounts of money
- Balancing registers when another staff member finishes a shift
- Various cleaning duties
- Dealing with face to face customer enquiries and complaints
- Worked in various departments such as service, service deli, liquor and grocery
- Dealing with uncomfortable and difficult situations including theft and calling the police if necessary
- I had a major role in the implantation of the new Self Serve Checkouts, training both staff and customers
- Daily planning of staff lunch, morning and afternoon tea breaks
- Organising technical support when register problems could not be fixed in store
- Community Involvement
Education
Diploma - Financial Planning
Kaplan
02.2019
RCG (Responsible Conduct of Gambling - undefined
2011
Certificate II - Business Services
Brisbane Water Secondary College
Woy Woy, NSW01.2009
Certificate II in Business Services - undefined
2009
Higher School Certificate - undefined
Brisbane Water Secondary College Woy Woy Senior
2009
School Certificate - undefined
Brisbane Water Secondary College Woy Woy Senior
2007
Skills
- Dependable and Responsible
- Problem-Solving
- Interpersonal Communication
- Analytical and Critical Thinking
- Organization and Time Management
- Attention to Detail
- Planning and Coordination
- MS Office
- Data Entry
- Teamwork and Collaboration
Timeline
Bookkeeper/Admin
Coast Painting Co Pty Ltd
06.2020 - Current
Insurance Admin Assistant
Kelly Partners (previously Moneywise)
10.2011 - 02.2012
Receptionist
Kelly Partners (previously Moneywise)
08.2011 - 10.2011
Personal Assistant / Admin Assistant
Kelly Partners Private Wealth Pty Ltd
02.2011 - 08.2023
Checkout Assistant / Supervisor
Woolworths Woy Woy
10.2007 - 08.2011
Diploma - Financial Planning
Kaplan
RCG (Responsible Conduct of Gambling - undefined
Certificate II - Business Services
Brisbane Water Secondary College
Certificate II in Business Services - undefined
Higher School Certificate - undefined
Brisbane Water Secondary College Woy Woy Senior
School Certificate - undefined
Brisbane Water Secondary College Woy Woy Senior
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