Rania Fitzgerald
KILSYTH,Victoria
Summary
I am hardworking and dedicated, with a positive, professional attitude with 10 years of experience as a Personal Financial Administration Consultant. My passionate is making a difference to the lives of Victoria’s most vulnerable clients. I have a high-level negotiation, relationship management and interpersonal skills. Ability to build effective relationships at all levels and work collaboratively with all stakeholders.
I am committed to providing quality service, understanding needs and creating opportunities. I have a passion for properties and am experienced in understanding selling, purchasing and leasing properties. I would greatly enjoy the opportunity to apply this knowledge within the Property Team as a Senior Property Consultant.
Overview
17
17
years of professional experience
Work History
Financial Administrator
State Trustees Limited - Aged Care Transition Team
05.2019 - Current
- Making financial decisions in consultation with our clients will & preference in accordance with legislative requirements, prescribed policies & service standards
- Documenting our clients will & preference and all decisions
- Ability to make decisions whilst showing empathy and compassion and being sensitive to our clients’ needs
- Investigating & securing financial entitlements/assets of clients
- Managing client budgets including approving payments/purchases
- Identifying any legal issues & rights for clients
- Managing & protecting realty & all assets for clients
- Preparing detailed reports for VCAT for reviews, approvals & to seek direction
- Attending VCAT hearings for s.159 reviews & /or s.64 applications
- Undertaking internal and external client visits
- Liaising with various government & corporate bodies, stakeholders & other professionals
- Managing high risk assets such as vacant properties ad land
- Property management – include leasing as well as it is part if property management
- Managing clients’ financial assets for clients who have entered or about to enter permanent aged care within the requirements of the aged care legislation
- Negotiating with creditors &/or applying for hardship assistance on behalf of clients for a mortgage/loan
- Applying for hardship to Services Australia for aged care clients
- Liaises with Centrelink, Office of Public Advocates and other external stakeholders to ensure clients receive benefits and services entitled to them
- Request specialist advice (tax, financial planning, legal, property or support services necessary to meet the specific needs in managing clients’ financial and legal affairs
- Liaise with accommodation facilities to establish fees and maintain appropriate payments
- Managing and negotiating around family conflict
- Managing high risk assets such as vacant properties
- Participation in workshops for the aged care & InTrust
- Assist in the training development and mentoring newcomers to State Trustees Financial Administration
Financial Administrator
State Trustees Limited - Property Stream
07.2018 - 05.2019
- Property management in sale or purchase residential and commercial properties on behalf of our clients.
- Managing vacant properties and land
- Review property inspection report and their recommendations for repairs or maintenance.
- Obtaining quotes from Response Cleaning for any repairs or maintenance on our clients properties
- Consult, communicate daily and maintain stakeholder relationships
- Ensure clients’ property and personal effects are protected and managed in the client’s best interested in consultation with interested parties
- Identify potential risks and ensure that all issues are managed
- Consult, communicate daily with internal services, clients’, family members and beneficiaries.
- Managing insurance matters for building and contents, motor vehicles, insurance, claims, review and raise new policies
- Managing high risk assets such as vacant properties ad land
- Property management, include leasing as well as it is part if property management
- Stakeholder relationships such as VCAT , OPA , Aged are Service providers, Response Cleaning, Real Estate Agents
- Review and renew motor vehicles registration
Financial Administrator
State Trustees Limited - Personal Financial Consultant
01.2012 - 07.2018
Personal Assistant to the Managing Director/Bookkeeper
Moran Charactered Accountants
Carlton
04.2007 - 11.2011
- Management of Director's calendar and schedule
- Responsible for preparing and managing minutes to meetings
- Preparing company end of month reports and managing the monthly newsletter
- Preparation of weekly financial reports for meetings
- Management of board meetings with all partners and Directors
- Liaising with clients and corporate clients
- Reception duties including answering telephone calls, booking appointments, preparing mail in and mail out, file maintenance
- Responsible for the registration and cancellation of ABN, ACN, GST & PAYG
- Organising statements and bookkeeping duties and management of the company banking
- Preparation of nil BAS returns and individual tax returns
- Liaising with ASIC, ACIS, State Revenue Office, financial institutions, solicitors and debt collectors
- Management of tax returns with the Australian Taxation Office, preparing group certificates for internal and external customers
Education
Certificate of Accreditation - Mental Health First Aid Australia
State Trustees Limited
01-2023
Certificate I, II & III - Office Administration
NMIT Tafe
01-2003
12 VCE Certificate -
Pasco Vale Girls Secondary Collage
01-1998
Skills
- Ability to organise and prioritise work / organisation skills
- Excellent written & verbal communication skills with ability to prepare high standard written communication, reports, and recommendations
- Excellent stakeholder engagement skills
- Attention to Detail
- Multitasking Abilities
- Teamwork and Collaboration
- Self-Motivated
Timeline
Financial Administrator
State Trustees Limited - Aged Care Transition Team
05.2019 - Current
Financial Administrator
State Trustees Limited - Property Stream
07.2018 - 05.2019
Financial Administrator
State Trustees Limited - Personal Financial Consultant
01.2012 - 07.2018
Personal Assistant to the Managing Director/Bookkeeper
Moran Charactered Accountants
04.2007 - 11.2011
Certificate of Accreditation - Mental Health First Aid Australia
State Trustees Limited
Certificate I, II & III - Office Administration
NMIT Tafe
12 VCE Certificate -
Pasco Vale Girls Secondary Collage
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