Highly skilled administrator with 16 years’ experience providing support in both the Government and Private Sector. 10 years as a Practice Coordinator provided experience in people management, pay roll, corporate Governance, staff training and onboarding & office management. I have a high level of understanding around the importance of processes and procedural improvements. Detail-oriented team player with strong organizational skills. Strong ability to prioritize work and multitask effectively to achieve goals.
Possesses strong communication and interpersonal skills with demonstrated ability to manage competing priorities and meet deadlines.
Offering these skills and strong work ethic.
Overview
16
16
years of professional experience
Work History
Hire Coordinator
SELECT PLANT HIRE
05.2024 - Current
Conduct plant hire transactions to meet the demands of Laing O'Rourke major projects & external customers
Maintain company procedures ensuring a high degree of accuracy ensuring compliance is achieved for each hire agreement
Communicate changes to procedure & policy with customers, the supply chain, the team
Responsible for the provision of plant & equipment for use on major Transport for NSW rail upgrades
Engage with the design teams, project leads, Finance teams & suppliers to address any issues within projects & facilitate successful outcomes
Ensure any plant & machinery has relevant pre- mobilization checks & inspections conducted as per our safety guidelines
Complete end to end hire procedure for multiple projects across, including provision of all required paperwork
Work with external stakeholders to ensure the provision of correct equipment delivery & collection within project time frames
Discern complex, high quantity information in order to complete a site request
High level use of Excel for tracking & projection purposes & all Microsoft Office applications
Use of ROBIN for booking desks and meeting rooms.
Property Concierge
DPN
01.2023 - 05.2024
Responsible for the overseeing Customer Property Investment from initial expression of interest, through full build process up to completion
Liaising with key stake holders, clients, builders, developers, solicitors & company directors to ensure all build & process milestones are met
Anticipation, resolution & escalation of issues
Construction contract administration & compliance
Facilitating all aspects of the build process within required timeframes
Providing information to clients regarding the build process & managing client expectations.
Senior Support Officer
Greyhound Welfare Integrity Commission Bathurst
04.2019 - 08.2022
Act as first point of contact for participant & external stakeholder enquiries via phone, email & post
Address participant enquiries & complaints relating to all aspects of the Greyhound registration process & licensing requirements
Process payments & prepare receipts, tax invoices
Provide information regarding policies & procedures to participants
Direct & escalate enquiries to the appropriate department or staff member
Maintain accurate records & data through input into online systems & Excel
Work collaboratively with external & internal stakeholders to develop new policies & assess suitability of existing policy & procedure
Provide information & complete research for external & internal stakeholders regarding policies from various sources
Assess applications as they are received, following outstanding requirements that will delay processing
Process participant transactions in a timely manner, in line with policy & procedures ensuring it is within the current legislation
Communicate decisions to participants relating to their applications
Identify breaches of policy, communicate & escalate these to the correct department
Work with internal & external stakeholders to ensure the completion of participant transactions is done in accordance with current legislation, rules, policy & procedure
Acting in Team Coordinator role as required
Provide feedback regarding registration processes & policies to Director & CEO during meetings
Perform all tasks with strict adherence to Code of Conduct & Privacy Policy.
Board member / Treasurer
Central West Women's Health Bathurst
10.2018 - 10.2019
Govern the centre within the approved budget & in accordance with the Central West Women's Health Centre's stated policy, procedure & purpose
Assessing programmes to be implemented at the Centre, creating policies & procedures around the programme delivery
Create Commissioning Framework to serve as a guide for future policy making for the centre
Ensure the organisation has clear goals, policies & procedures
Manage Staff, this included vetting applications for new staff, interviewing applicants, onboarding new practitioners
Completing performance reviews & undertaking disciplinary action in accordance with the Central West Women's Health Centre's stated policy, & procedure & act within the guidelines set down by NSW Health
Review existing business plans
Analyse achievements, changes in the operating environment & available resources
Treasurer responsibilities: Ensuring there is an approved budget for the year
Ensures the financial viability of the centre
Follows the conditions of all funding agreements
Ensures the Centre properly accounts for funds & completes an end of year audit.
Assessment Officer
Rural Assistance Authority Orange
08.2018 - 04.2019
Input client details, financial information & supplier invoice details into Excel worksheet & two additional client databases
Process drought subsidy transport applications within required timeframes against eligibility criteria & make recommendations regarding the acceptance or refusal of applications
Draft correspondence relating to titles & securities assessments, applications & other variations; & prepare information & reports for presentation to RAA & DPI
Liaise with client financial institutes to secure the preparation of relevant documents; ensure legal requirements are met for the settling & discharging of loans
Maintain & enter accurate data into the RAA databases & compile reports to inform decision making
Provide accurate & timely information & advice to applicants & clients as to status, conditions, &/or variations on applications, & resolve issues including customer complaints
Clarifying & validating information provided by clients
Managing multiple tasks effectively within tight timeframes to meet customer expectations
Use financial statements, Profit & Loss reports & financial information to determine eligibility.
Financial Planner
Lang Financial Bathurst
09.2016 - 08.2018
Conduct initial fact find meetings with clients to determine their needs, financial position & lifestyle goals
Conduct subsequent meetings to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance to develop a financial plan
Prepare clear & concise written client advice documents, tailored to each individual
Write procedures for internal & external auditing purposes
Adhered to all federal & state compliance guidelines relative to the Financial Industry Always maintained friendly & professional client interactions
Developed new documentation for recording client's information at initial meetings & upon review
Review client's advice document & determine the forms required to implement the strategy
Completed administrative tasks resulting from client appointments with Practice Principal Communicate with external stakeholders over the phone & via email in order to implement client strategy & requests
Responsible for annual audit outcomes in line with licensee & governing body regulations
Liaise with internal & external stakeholders to ensure all compliance standards are met
Identify any potential breaches of standards, report to relevant body & implement remedial actions
Ensured compliance with ASIC, APRA & AMP regulations
Developed policies & procedures for effective practice management & office workflow
Direct client requests outside my capabilities to the appropriate area or access required information to complete the request
Maintain electronic data base COIN, & physical files for over 2000 clients
Prepare reports for the practice principal & external stakeholders
Worked collaboratively with the Practice Principal designing the financial model for a new client Value proposition & Cost to Serve
Implemented methods to establish & clarify customer financial & goals-based objectives via development of streamlined documents & client review procedures
Conducted ongoing reviews of all policies & procedures
Collaborated on the design & implementation of a Practice Procedural Framework
Act as bookkeeper, I was responsible for processing & recording all financial transactions, payment of wages & producing a profit & loss statement each month initially using accounting software MYOB & subsequently XERO
Managing the Practice principals' calendar, scheduling client meetings & appointments
Arranging attendance, flights & accommodation for professional development conferences
Responsible for all HR functions within the practice
Trained new staff on office policy, procedures & the computer systems.
Education
DIPLOMA OF FINANCIAL PLANNING - Financial Planning And Services
TRAINING MANAGEMENT AUSTRALIA
2016
HIGHER SCHOOL CERTIFICATE -
MARY IMMACULATE COLLEGE
Sutherland, NSW
1986
Skills
Customer Service
Data Entry
Work Planning and Prioritization
Relationship Building
MS Office
Business Administration & Development
Staff Management, Development and Training
Office Management
Regulatory Compliance
Best Practices Implementation
Team Leadership
Policy, process and procedure modification/improvement
Accomplishments
Successful in my application for Acting Coordinator role.
Creation of staff wellbeing check during pandemic / work from home.
Collaborated with the Business Intelligence Unit on improving the application process & increasing client engagement through the construction of a new online application form.
Collaborated with the Director Services & Coordination at NSW Department of Primary Industries to create a work guide outlining the process for assessing an application.
Supervised team of 8 staff members.
Facilitate the successful sale of the practice without disruption to the clients & meeting the financial needs of both the seller & the buyer.
Developed & implemented a Client Value Proposition, this led to increased revenue & reduced costs for the practice. Client satisfaction improved & the client base increased.
Consistently achieved an "A" rating for annual compliance reviews.
Arranged successful marketing & client information seminars.
Master of Ceremonies for the International Women's Day lunch March 2019.
Completed an internal investigation into an employee complaint against the acting director without disruption to the running of the centre.
Assisted in the successful running of the centre, by securing ongoing funding & providing vital services to the region.
Formal Qualifications
Diploma of Financial Planning, Training management Australia, 2016
Cert 3 Financial Services, Kaplan Australia, 2008
High School Certificate, Mary Immaculate College, Sutherland, NSW, 1986
Professional Development
Kaplan Australia, 2008, 2018
References
Fiona McNamara, PHN, mcnamara@ihug.com.au
Timeline
Hire Coordinator
SELECT PLANT HIRE
05.2024 - Current
Property Concierge
DPN
01.2023 - 05.2024
Senior Support Officer
Greyhound Welfare Integrity Commission Bathurst
04.2019 - 08.2022
Board member / Treasurer
Central West Women's Health Bathurst
10.2018 - 10.2019
Assessment Officer
Rural Assistance Authority Orange
08.2018 - 04.2019
Financial Planner
Lang Financial Bathurst
09.2016 - 08.2018
Practice Coordinator
Lang Financial Bathurst
02.2008 - 09.2016
DIPLOMA OF FINANCIAL PLANNING - Financial Planning And Services