Lexy Kafaltis

Tasks to assist VP/GM including but not limited to:

• Inbox management
• Managed executive calendars, scheduling meetings and appointments (professional and personal)
• Handled confidential and sensitive information with discretion and tact
• Key point of contact for internal and external stakeholders
• Stakeholder engagement & relationship management
• Minute taking for all senior management team meetings
• Travel planning and management (domestic & international)
• Travel with executive when necessary
• Expense management and reporting
• Project management (including office relocation & company acquisition)
• Document management & compliance
• Meeting management for senior management team & collaboration with cross functional departments
• Ensuring smooth running of the office including staff, landlord and external stakeholder communication, organising services and stock of consumables
• Organising all staff functions including international conferences, staff training, international town halls, family fun days, manufacturing site events & Christmas parties
• Approval of all staff travel

Tasks to assist Director including but not limited to:

• Meeting/appointment management (personal and professional)
• Email management of 4 x email accounts
• Responding to correspondence on behalf of Director
• Consulting with Director regarding staff & company directive/ideas
• Being point of contact between Director and staff/external parties
• Liaising with personal lawyers, accountants & banks/AMEX
• Meeting management and ad hoc tasks for senior accountants
• Preparation of company policies/code of conduct and company values documentation
• Management of company social media accounts and enquiries email account
• Liaising with clients, banks, mortgage brokers & financial planners
• Organising all staff functions including social club events and Christmas party and participation in external events
• OHS Officer
• On-boarding new staff and organising interviews (including reference checks)
• Minute taking for director's meetings
• Organising staff travel & staff training
• Corporate Secretarial Officer (All ASIC work)

Tasks to assist CEO including but not limited to:

• Meeting/appointment management
• Investor meeting preparation
• Liaising with accountants and bank contacts
• Errand running
• Email management etc
• Meeting management and ad hoc tasks for board of directors
• Management of company social media accounts and enquiries email account
• Liaising with builders, electricians, plumbers, suppliers, banks and clients
• Planning of catering for board meetings etc and ordering of all office consumables
• Organising all staff functions including social club events and Christmas party and participation in events such as 'Australia's Biggest Morning Tea' etc
• OHS Officer of the studio
• Assistance with onboarding new staff and organising interviews
• Ordering and set up of all technology and systems for new starters
• Minute taking for director's meetings
• Organising staff travel & staff training
• Monthly credit card reconciliation for myself, general manager & CEO
• Organising company participation in fundraisers

• Diary management for three partners and 6 senior accountants
• Management and monitoring of emails for one partner and general business account
• Organising client, corporate and internal meetings and catering
• Organising accommodation, travel and staff functions including Christmas party
• Organising internal and external training/conferences
• Processing and generating invoices to meet monthly targets
• Monthly internal bank reconciliation
• Managing junior staff member
• Banking
• Liaising with external IT & software companies regarding internal systems
• Answer incoming phone calls
• Greeting clients
• Processing incoming and outgoing mail
• Generating system reports
• Liaising with the Australian Tax Office, solicitors and insurance companies
• Communicating with clients regarding their queries
• Ad hoc tasks for managers and partners

• Answer incoming calls
• Process all incoming and outgoing mail
• Managing company/superfund registers
• Create invoices, collating returns and producing cover letters
• Diary management for three partners and four senior accountants
• Communicate with ATO regarding client accounts and lodgements
• Banking/bank reconciliation and managing debt collection
• Answering client's queries
• Ordering stationary and consumables
• Create invoices, collating returns and producing cover letters
• Organise catering
• Ordering stationary and consumables