Summary
Overview
Work History
Skills
Education Qualifications Courses
References
Timeline
Generic

Marcy Taylor

PLUMPTON,NSW

Summary

Highly motivated professional seeking to secure a position within an organisation that offers a challenging and rewarding opportunity. To serve the organisation to the best of my capabilities and be part of the business growth.

Overview

17
17
years of professional experience

Work History

Relationships Support Consultant

Access EAP
10.2022 - Current
  • Collectively managing a portfolio of customers – up to 1,000 Customers
  • Customer on-boarding Process
  • Maintaining database
  • Assist with invoice queries and ad-hoc customer requests
  • Solving Customer Complaints and Customer feedback
  • Identifying improvements to processes and systems to streamline service delivery
  • Provide training and knowledge transfer to team members as required
  • Supporting BDM’s, KRM’s and RM’s with customer proposals and supporting the team in the delivery of services to all stakeholders
  • Generating Bespoke Reports
  • Providing Assistance to my customer Support Consultant Officers and Learning and Development Team.

Customer Support Consultant

Access EAP
01.2022 - 10.2022
  • Registering and on-boarding new customers
  • Engaging with internal customers to respond to problems and issues
  • Customer contract setup in appropriate system, including changes and terminations
  • Processing Learning & Development / Organisational Development session registrations
  • Maintenance and monitoring of dedicated team email inboxes
  • Website login creation and distribution
  • Processing additional counselling session requests
  • Collaborative with teams to identify improvement to processes and systems
  • Supporting the team in the delivery of services to all stakeholders
  • Provide training and knowledge transfer to team members as required
  • Assisting with to customer requests for non-counselling services
  • Processing, managing and executing EAP Services training requests
  • Maintenance and monitoring of dedicated team email inboxes
  • Assist with invoice queries and ad-hoc customer queries
  • Supporting BDM’s and RM’s with customer proposals and supporting the teams in the delivery of services to all stakeholders
  • Identifying improvements to processes and systems to streamline service delivery
  • Providing training and knowledge transfer to team members as required.

Traffic Controller

CivForce Traffic Management Pty Ltd
05.2021 - 01.2022
  • Stop/Slow Bat Management
  • Pedestrian Management
  • Gate Keeping.

Administrator Officer – Level 4

St Luke’s Catholic College (Catholic Early Learning Centre & School Office)
03.2018 - 12.2018
  • Maintain a welcoming presence for parents and visitors to the CELC and the College
  • Data management such as HubWorks, Faces, TechOne and Matthew
  • Provide assistance in various financial management tasks, including school fees and monthly reconciliations
  • Invoicing and receipting procedures for the Catholic Early Learning Centre (CELC) and Activities Club Accounts
  • Enter financial data for financial and management reports for review and authorisation
  • Undertake CELC reception and school office duties including data entry, maintaining email accounts, Google applications, electronic rolls, attendance records, student enrolments, student information
  • Assist with basic follow up of WHS issues and implementation of WHS management system, including checking licenses of onsite contractors
  • Assist with management of the school office, school functions and events
  • Assist with student First Aid management.

Clinical Intake Coordinator

Drake Work Wise Pty Ltd
06.2014 - 03.2018
  • Manage EAP, Trauma Management, BetCare and Counselling clients including triage of referrals to psychologists, allocation of all referrals to the Drake WorkWise panel of psychologists throughout Australia and New Zealand
  • Data entry and follow up of all forms relating to clinical intake into EAP Executive, file creation and filing of client information
  • Effectively and sensitively deal with intake calls, including those from distressed clients or traumas
  • Oversee and manage referrals in the EAP Executive database to ensure service delivery and meeting of all WorkWise EAP & Trauma Protocols
  • Ensure relevant handover is provided to psychologists on-call after hours, following through with issues or referrals from psychologists who have been on-call
  • Maintain professional standards of accountability, ethics and confidentiality in relation to all Clinical Intake matters
  • Assist Clinical Services Managers with sending Marketing and promotional material to their clients
  • Management of processing and approving incoming supplier invoices into EAP Executive including investigating and responding to supplier and client queries
  • Manage and maintain EAP Executive system, Drake WorkWise Intranet and Client Resource Centre.

Receptionist

Medical Technology Association of Australia
08.2012 - 01.2013
  • First point of contact for all internal and external client visitors
  • Reception services to internal and external clients
  • Co-ordinate meeting room bookings/Teleconference/catering
  • Assist with staff travel including flights, accommodation and car rental
  • Order and control office supplies, staff amenities, courier and postage requirements
  • Maintain filing system and database
  • Administration of professional development programs
  • Processing student ID cards for professional development programs
  • Manage new membership enquires.

Receptionist (Temp Role)

Catholic Archdiocese of Sydney
06.2011 - 09.2011
  • Manage internal and external customer enquiries
  • Manage reception and switchboard
  • Co-ordinate room bookings/teleconference and catering
  • Prepare daily mass in the Chapel with printed mass timetables and equipment on display
  • Collect and distribute office mail in a timely manner and franking of all outgoing mail Maintain the correct levels of postage equipment
  • Organising couriers for parcel pick-up and quotes for all outgoing parcels/packages, including overseas mail.

Personal Assistant

Bridges Personal Investment Service
03.2010 - 06.2011
  • Manage Financial Planner’s diaries, client meetings
  • Keeping Financial Planner’s local and network directories and files organised
  • Prepare Financial Plans, insert recommended investment profiles, financial planner profile and relevant prospectuses for the client interview
  • Prepare quarterly Portfolio Watch Report with written Financial Planner’s change of recommendation
  • Post Portfolio Watch Report and Newsletter to clients and ensure copies are filed for future references
  • Manage Electronic client files, ensuring client information and compliance documentation are signed, up to date and filed
  • Maintain client support in the absence of the Financial Planner (adhering to the requirements of Corporation Law and Compliance Manual)
  • Order and maintain stock supplies of prospectuses
  • Produce Statement of Additional Advice, Record of Advice and Transaction Execution Forms for changes to client’s investment portfolios in accordance to Compliance Manual.

Credit Initiation Administration Officer (Credit Approvals)

Citibank Pty Ltd
12.2006 - 03.2010
  • Responsible for providing administrative support to the Credit Acceptance
  • Processing of incoming credit card application
  • Sorting and separation of credit card application
  • Coding of credit card applications into readable scanner
  • Prioritise and process urgent credit card application
  • Pre-screen application for missing mandatory information
  • Contact customer to confirm mandatory information in accordance with the policies and procedures
  • Action correspondence
  • Review credit criteria for conditionally pre-approved applications
  • Liaise with marketing and the acquisition team
  • Collate MIS on outbound calls and referrals to telemarketing on a daily basis
  • Recording statistics of incoming credit card applications and marketing campaign materials
  • Complete and maintain MIS and report provided to manager on a daily basis.

Skills

  • Guide and Lead a team to achieve team goals
  • Highly motivated, results-driven professional
  • Well-organised with proven excellent customer service skills
  • Good communication skills
  • Able to network and build relationships with internal and external stakeholders
  • Proficient typing ability with speed and accuracy
  • Good organisational and time management skills
  • Works well under pressure with the ability to manage multiple responsibilities
  • High level computer skills including database management & Microsoft Office suite and several database/systems
  • Ability to prioritise appropriately
  • Adherence to strict confidentiality requirements of service delivery
  • Ability to work autonomously

Education Qualifications Courses

  • 2021, Construction Industry White Card (SOT3056558)
  • 2021, Traffic Controller RIISS00054 (SOC5026801)
  • 2021, Implement Skill Set RII5500055 (SOC5026810)
  • 2018, FACES Training, Technology One, Matthews, HubWorks
  • 2018, Working with Children Check - WWC1228747E, Expiry Date: 01/27/2022
  • 2015, Applied Suicide Intervention Skills Training
  • 2007, Business Administration Certificate III
  • 2006, Business Administration Certificate II
  • 2006, Year 12 HSC

References

Available upon request

Timeline

Relationships Support Consultant

Access EAP
10.2022 - Current

Customer Support Consultant

Access EAP
01.2022 - 10.2022

Traffic Controller

CivForce Traffic Management Pty Ltd
05.2021 - 01.2022

Administrator Officer – Level 4

St Luke’s Catholic College (Catholic Early Learning Centre & School Office)
03.2018 - 12.2018

Clinical Intake Coordinator

Drake Work Wise Pty Ltd
06.2014 - 03.2018

Receptionist

Medical Technology Association of Australia
08.2012 - 01.2013

Receptionist (Temp Role)

Catholic Archdiocese of Sydney
06.2011 - 09.2011

Personal Assistant

Bridges Personal Investment Service
03.2010 - 06.2011

Credit Initiation Administration Officer (Credit Approvals)

Citibank Pty Ltd
12.2006 - 03.2010

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Marcy Taylor