Summary
Overview
Work History
Skills
References
Timeline
Generic

Nicole Howlett

Currumbin Waters,Australia

Summary

Reliable accounts and administrative support professional with strong background in finance and customer service, looking for fresh challenges and higher achievements within the industry. Works well independently as well as in a team environment, and enjoys building rapport with clients and suppliers. Significant experience within strictly regulated industries translates to a skillset that is well suited to high volume/ high accuracy environments.

Overview

14
14
years of professional experience

Work History

Assistant Account Manager

Johanson Lawyers
05.2019 - Current
  • Daily processing of Credits and Debits to balance Trust Account Ledger with Trust Account Bank Statement.
  • Issue payments to Suppliers and Town Agent's.
  • Process Trust and General expense reimbursements and update LEAP accounts with current information.
  • Manage accounts and client records, observing confidentiality and extreme discretion.
  • Monthly Reconciliation of Statutory Trust Account in accordance with QLS auditing requirements.
  • Prioritise and handle multiple assignments and maintain firm commitment to deadlines.
  • Seek ways to improve processes and services provided.
  • Liase with Business Banker and other bank staff to organise specialised banking transactions on behalf of Clients.
  • Draft and/or review Client Invoices to ensure all charges have been included and correct GST components have been allocated.
  • Process debtor payments and update accounts to reflect new balance.
  • Issue Trust Account Receipts and Trust Account Statements to Clients after payment of Tax Invoices as part of 'closing out file' requirements.
  • Locate customers with overdue accounts and solicit payment in compliance with fair debt collection practices.
  • Calculate and initiate Client refunds via EFT, adhering to strict QLS guidelines.
  • Quickly learn new skills and apply them to daily tasks, improving efficiency and productivity.
  • Carry out day-to-day duties accurately and efficiently.
  • Demonstrate respect, friendliness and willingness to help wherever needed.

Senior Customer Service Representative

National Australia Bank
05.2010 - 05.2019
  • Processed, scheduled and executed customer orders for new and established customers.
  • Counted, verified and handled bank deposits and armoured car transactions.
  • Handled various accounting transactions, including high-value and specialised transfers.
  • Monitored and reconciled Office Suspense Accounts.
  • Daily reconciliation and monthly reports managing Change Machine Account.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Researched and rapidly resolved client conflicts to maintain key accounts.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Created teller schedules to keep branch properly staffed, accounting for breaks and 'off-counter' requirements such as customer follow-ups and training obligations
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Responded proactively and positively to rapid change.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.

Skills

  • Accounts Administration
  • Account and Ledger Reconciliations
  • Payment Processing
  • Accurate Recordkeeping
  • Personable and Client Focused
  • Past Due Balance Management
  • Correspondence Writing
  • Billing Statements

References

PROFESSIONAL

Current Employer Reference available upon request.


Ben Carpenter - Finance Broker at Ironbark Finance (Former Branch Manager at NAB)

Mob: 0448 677 449 | Office: 1300 677 449 | Email: ben@ironbarkgroup.com.au


PERSONAL

Erin Lyness - Senior Conveyancer at Johanson Lawyers (Association through work)

Mob: 0450 299 542 | Email: erinlyness@bigpond.com


Jennifer Taylor - Business Manager at Hinterland Toyota (Association through Sporting Club)

Mob: 0418 587 200 | Email: jenny.taylor@hinterland.com.au

Timeline

Assistant Account Manager

Johanson Lawyers
05.2019 - Current

Senior Customer Service Representative

National Australia Bank
05.2010 - 05.2019

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Nicole Howlett