Rachel Doyle

• Assisted with teaching English, general classroom assistance, and providing sports coaching to primary school students.
• Facilitated team-building activities designed to boost social skills, communication, and confidence.
• Assisted with one-on-one reading and comprehension tasks to students who required extra support.
• Developed and led engaging activities and games for children aged 2-5 in childcare centres.
• Encouraged self-expression through various art forms such as music, painting, drawing.
• Gained valuable insights into diverse educational environments and student needs.
• Guided children in developing basic literacy and math skills through playful learning activities.

• Provided assistance to the lead teacher with individual and small group instruction.
• Assisted in planning, organising and implementing age appropriate activities to encourage learning.
• Provided safe, nurturing and stimulating environment for children.
• Assisted in developing literacy skills through reading reinforcement activities such as phonics drills and vocabulary games.
• Read stories, sang songs and taught basic skills such as colour recognition and counting numbers.
• Maintained focused, inclusive and supportive learning environments.

• Leads the implementation and ongoing management of the Benefits and Wellbeing programs for our corporate clients.
• Supports the objectives of the Benefits Advisory division with strong client and service provider relationships, driving referral partnerships, and actively seeking out new business opportunities.
• Oversees the workflow management for the Benefits team, ensuring all contractual obligations are met and managed by the team in a timely manner and to the highest standard, including employee query SLAs and underwriting administration.
• Supports and contributes to the ongoing evolution and refinement of our market-leading client offering.
• Supports and drives continuous improvements in our processes and procedures.
• Works with our internal Advisers and Insurance specialists to support the Group insurance, Superannuation, and other Employee Benefits programs – maintain updates, underwriting, and claims management.
• Supports the Ongoing Wellbeing Service Offering – leads projects, including but not limited to RFPs, tenders, presentations, and other ad-hoc tasks required for administering our clients' Wellbeing plans.
• Conducted regular performance reviews to assess individual team member progress.
• Provided coaching and feedback on employee performance, encouraging professional development.
• Assisted with special projects as needed such as developing marketing campaigns or creating presentations.

· Supporting a team of 9 Business Development Managers

· Preparing correspondence and presentation material for the NSW/ACT Sales team and Regional Sales Manager

· Running sales reporting using Power BI, ARM and snapshot

· Co-ordinating sales functions, events, seminars and training sessions for the NSW/ACT Sales team, including managing events calendar and creating & sending eDMs

· Handling adviser inquiries & caretaking panels when BDM’s are on leave

· Supporting the national management of TAL Risk Academy

· Managing payment of all office expenses and invoices

· Coordinating all travel bookings for the Regional Sales Manager and the broader NSW/ACT Sales team

· Stakeholder for the NSW Sales team with other departments, Licensee and Partnerships, Marketing etc.

· Contacting external financial advisers to understand their business model and investment philosophy to determine if our product is a good fit for their business/clients.

· Presenting our Adviser Online platform training to external advisers to ensure they are across all functionalities and how to submit new business.

· Conducting campaigns to drive new business and increase adviser registrations.

· Analyzing weekly reports to determine target areas for growth.

· Staying up to date on company products and services to provide top-notch expertise to advisers.

· Processed member and adviser requests such as Advice fees, Direct debits, S290's, Binding nominations etc.

· Completed Licensee/Adviser transfers to ensure Advice fees were paid accordingly

· Dealt with Adviser inquiries daily to ensure they were addressed appropriately.

· Took on Workflow lead duties to provide statistics to the team and delegated work and responsibilities as required.

· Ensured all procedures were followed and up to date with legislation requirements

· Liaised and built relationships with other departments such as our Advice Governance team and Business Development team to keep communications open business wide.

· Provided administrative support to 3 Financial Advisers in our practice.

· Assisted with client enquiries and diary management.

· Prepared client files/reports for clients initial/annual reviews.

· Ensured clients details were up to date in our CRM software.

· Prepared super, investment and insurance application forms.

· Conducted implementation of documentation, following up and liaising with product providers.

· Maintained client relationships through a proactive approach.

· Contributed to the creation and updating of office processes/procedures

· Trained junior staff members our processes.