Summary
Overview
Work History
Education
Skills
Referees Available
Resided Overseas
Timeline
Generic

Louise Lea'aetoa

Helensvale,QLD

Summary

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

27
27
years of professional experience

Work History

Administration Assistant

Plant Grow Pick Pty Ltd
01.2022 - 02.2024
  • Co-ordinated office move involving all aspects from furniture, technology, insurance, cleaners
  • Liaising with transport and accommodation for business and workers
  • Building relationships with accommodations
  • Lodging Superannuation and tax file numbers for workers
  • Point of call for any worker enquires about tax, superannuation and pays
  • Updating Superannuation into new system, including Private health insurance and tax file numbers
  • Following up outstanding information for clients as required
  • Updating Vivo records, finishing visas, making sure health insurance is cancelled when workers leave
  • Point of call for any admin duties that Directors require
  • Diary Management for Directors
  • Answering and filtering telephone calls
  • Taking detailed telephone messages
  • Responding to Directors emails on a daily basis
  • Organising travel arrangements for Directors as and when needed
  • Booking meeting and conference rooms
  • Organising catering for meetings and conferences
  • Organising and researching team building events
  • Preparing and updating PowerPoint presentations
  • General office duties including phone contact, filing, data entry
  • Delegating overflow work to the appropriate team.

Receptionist

Gold Coast Embroidery
01.2020 - 01.2022
  • Front office duties
  • Answering incoming calls
  • Taking orders
  • Greeting and dealing with customer enquiries
  • Keeping office clean, neat and tidy
  • Organising postage and couriers.

Senior Secretary to Marketing Director

Experian
01.2005 - 02.2007
  • 100% Diary Management for Marketing Director
  • Answering and filtering telephone calls
  • Taking detailed telephone messages
  • Responding to Marketing Directors emails on a daily basis
  • Organising travel arrangements for Marketing Director
  • Booking meeting and conference rooms
  • Organising catering for meetings and conferences
  • Organising and researching team building events
  • Preparing and updating PowerPoint presentations
  • General office duties including phone contact, filing, data entry, correspondence, first contact with clients
  • Delegating to other Senior Secretaries with work overflow.

Client Relationship Manager

GODFREY PEMBROKE FINANCIAL CONSULTANTS (Formally known as Deutsche Bank Financial Planning)
08.1998 - 11.2004
  • General office duties including phone contact, filing, data entry, correspondence, first contact with clients
  • Assisting financial planner in standardising financial plan and review reports for clients
  • Completing personal and financial data of the financial plan
  • Completing reviews reports for clients, which included updating portfolios and preparing the report using standard text, modelling software and client questionnaire
  • Printing out research on all direct shares or managed funds recommended or held by client
  • Accurately disclosing all appropriate fees payable by client in percentage and dollar terms in financial plan and review reports
  • Managing the ongoing review of client portfolios made up of direct shares, property and managed funds
  • Photocopying and binding reports
  • Filling out fund manager application forms and lodging client's investments
  • Following up on lodgment of client investments on a daily basis, tracking them on a workflow database
  • Updating Workbench database with client personal information and investment details
  • Buying and selling shares, dealing with investment brokers
  • Dealing with client queries on a daily basis
  • Dealing with fund manager queries on a daily basis
  • Tracking fund manager and income generated for each client each month
  • Developing and maintaining a spreadsheet on all new business lodged and reconcile to the fortnightly commission statement
  • Identifying any variances and following up with fund managers
  • Following up on all Corporate Actions when needed
  • Organising the sending out of all educational material to clients and accountants on a monthly basis either by email or post
  • Ordering stationery and marketing material
  • Developing procedures manual to be used in all aspects of the business
  • Re-establishing client processes and systems to introduce the firm from first appointment stage to preparation and presentation of Financial Plan and through to review and ongoing service stage
  • Ensuring that our office remained fully compliant by following all compliance procedures offered by Godfrey Pembroke.

Administration Assistant

The Agency Personnel
02.1997 - 08.1998
  • Answering and directing phone calls to relevant staff
  • Scheduling meetings and appointments
  • Taking notes and minutes in meetings
  • Ordering and taking stock of office supplies
  • Being a point of contact for a range of staff and external stakeholders
  • Preparing documents for meetings and business trips
  • Processing and directing mail and incoming packages or deliveries
  • Greeting and directing visitors and new staff to the organisation
  • Writing and issuing emails to teams and departments on behalf of teams or senior staff
  • Researching and booking travel arrangements for staff members
  • Finding ways to improve administrative processes.

Education

Certificate in Bookkeeping -

Northern Sydney Institute of TAFE

Certificate in Reception Duties and Keyboarding -

Northern Sydney Institute of TAFE

Statement of Attainment in Computing Skills for the Office -

Northern Sydney Institute of TAFE

Professional Blue Card -

01.2020

First Aid and CPR Certificate -

01.2020

DFP 1 Introduction to Financial Planning -

01.2001

Diploma of Financial Planning (1) -

Deakin University
01.2001

Higher School Certificate -

Mercy College Chatswood
01.1996

Skills

  • Computer literacy and familiarity with various computer programs such as MS Office Windows, Excel, PowerPoint, Outlook, Office
  • Typing Speed 65 wpm
  • In house database systems: Workbench, Adviser Switch Board, Health Data Registries, Claims data
  • Strong Attributes: Attention to detail, Knowledge of grammar and punctuation, Ability to work to time constraints, Ability to work in a team
  • Office Administration
  • Scheduling appointments
  • Confidential Document Control
  • Customer Relations
  • Office Management
  • Spreadsheet Management
  • Confidentiality handling
  • Business Administration

Referees Available

True

Resided Overseas

2005 – 2014, England, France, husband's rugby career, 3, taught English in French schools

Timeline

Administration Assistant

Plant Grow Pick Pty Ltd
01.2022 - 02.2024

Receptionist

Gold Coast Embroidery
01.2020 - 01.2022

Senior Secretary to Marketing Director

Experian
01.2005 - 02.2007

Client Relationship Manager

GODFREY PEMBROKE FINANCIAL CONSULTANTS (Formally known as Deutsche Bank Financial Planning)
08.1998 - 11.2004

Administration Assistant

The Agency Personnel
02.1997 - 08.1998

Certificate in Bookkeeping -

Northern Sydney Institute of TAFE

Certificate in Reception Duties and Keyboarding -

Northern Sydney Institute of TAFE

Statement of Attainment in Computing Skills for the Office -

Northern Sydney Institute of TAFE

Professional Blue Card -

First Aid and CPR Certificate -

DFP 1 Introduction to Financial Planning -

Diploma of Financial Planning (1) -

Deakin University

Higher School Certificate -

Mercy College Chatswood

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Louise Lea'aetoa