Scott Milne
Moorooka,Australia
Summary
I am looking for an administration/back office role that may lead to further career progression within. I have vast experience and knowledge in the finance sector, with a solid customer service focus.
Overview
20
20
years of professional experience
Work History
Administration Officer
Queensland State Government, Department of Children, Youth Justice and Multicultural Affairs
07.2018 - 08.2022
- Receive documents to scan for client cases and institutions that were in care of the state government between 1900 to 1989
- Scan files received
- Make sure that all documents are scanned to the best they can be by changing contract etc
- QA all scanned images if not correct documents have to be scanned again
- Making sure all files that have been allocated have been scanned
- Burn scanned files onto discs
- File 1 burnt disc to the allocation number specified to the year that client has but application in
- Walk the other burnt disc to Crown Law
- Make sure that all files are to be delivered back to records
- Answer any questions in regards to files and how files should be scanned
- Point of contact from other team members.
Collections Officer
Australian Federal Government – Human Services
03.2017 - 04.2018
- Reviewing files to see how much the client owes
- Uploading data onto main frame to advice on weekly repayment rates
- Investigate if client living situation by using google maps to see what type of property they live in
- Contacting client via phone or email to advise current situation
- If unable to make contact or no response to communications made letter would be produced
- Follow up on payments made
- Make contact with clients to check on progress of payments.
Senior Scrip Clerk
Burrell Stockbroking & Superannuation
11.2016 - 01.2017
- First point of call for all Deceased Estates and International Stocks in the Burrell network
- Process all Deceased Estates from notification to selling or transferring of shares
- Liaise with branches, solicitors and executors in regards to estate matters
- Confirm that estate documentation received is correct and is originally certified
- Conduct monthly reconciliations of international shares for Burrell clients
- Liaise with international brokers in regards to international share enquires
- Produce international dividend statements for Burrell customers when required
- General back office duties
- Look after phone and email enquiries as required in a timely manner.
Office Manager
Aussie Home Loans
04.2015 - 11.2016
- Greeting customers when attending appointments with Aussie Brokers
- Answer all telephone calls and transfer to relevant Aussie Broker
- Manage personal, broker and store email inboxes
- Schedule all appointments in Aussie broker calendars
- Setup all new customers in Aussie computer system
- Contacting all financial lenders on progress of loan applications via phone, email or fax
- Assisting brokers with any duties required
- Any general duties required to run the office
- Example ordering stationary, scanning flies etc.
Client Services Officer - Temporary Contract
Hewlett Packard (Bank Of Queensland)
08.2013 - 04.2015
- Lodgments of General Security Agreement’s (GSA), Commercial and Consumer Security Service Agreement’s (SSA) into the Personal Property Security Register (PPSR)
- Processing lodgments into the Bank of Queensland PPSR database
- Providing quality control checks on PPSR database
- Answering all enquires via email correspondence and phone from Bank Of Queensland branches, departments and third parties in regards to (PPSR) lodgments
- Data entry and quality control of release and refinance request received from Bank of Queensland branches
- Attending to front counter enquires
- Conducting release and refinance settlements.
Client Service Officer
Premium Private Wealth
01.2013 - 08.2013
- Contacting clients nationally to arrange appointments for yearly reviews as part of 'The Client for Life' program
- Answering enquires from clients via phone/email or mail
- Liaising with clients on a regular basis to seek feedback and discuss how their investments are going
- Congratulating clients on the purchase of their investment properties
- Emailing client appointment confirmations
- Handling client complaints, including problem solving and diffusing conflict
- Liaising with on-site managers/property managers and real estate agencies on investment properties
- Liaising with finance consultants and in-home consultants
- Liaising with financial advisors in regards to self-managed superannuation funds, Liaising with project managers in regards to property construction
- Updating a high volume of client information in Client Management System (CMS), ensuring quality control and accuracy
- Reporting on statistical information using Excel
- General ad-hoc administration duties
- Front counter customer service and reception relief through lunch period.
Client Service Officer – Temporary Contract
Centric Wealth Limited
11.2012 - 12.2012
- Reconciling client portfolios
- Preparing Half/Full year reports to clients on movements on their portfolios
- Ensuring appropriate documentation and reports are provided to clients
- Attending client meetings and answering any questions.
Settlement Clerk - Part-Time
SAI Global Property
09.2012 - 11.2012
- Booking regional agents via email and phone to attend settlements on behalf of SAI Global
- Confirming with agents to attend settlements
- Provide advice daily via run sheets to inform agents on settlements needing attendance
- Liaising with solicitors in the instance of any time/date/venue changes for settlements
- Tracking and finalizing settlements when completed via phone or email confirmation from the agents
- Liaising with financial institutions when instructions/settlement documents or cheque directions have not been received by agent prior to settlement.
Scrip Clerk
RBS Morgans Limited
08.2007 - 07.2012
- Responsible for looking after deceased estates, converting client shares from Security Reference Number (SRN) to Holder Identification Number (HIN), and back office duties
- Drafting correspondence and forms to send to clients or branches to amend registration to enable shares to be converted
- Allocating new HIN numbers to clients joining RBS Morgans
- Processing off market transfers internally for clients
- Facilitating broker to broker transfers, processing buy and sell transfers on a daily basis for the RBS Morgans network
- Requesting replacement Australian Stock Exchange shareholder statements for RBS Morgans clients
- Liaising with the Bendigo Stock Exchange (BSX) to confirm share certificates for validation, drafting transfer forms to use internally or externally to settle trades, allocating trade(s) after funds have been received and corresponding with BSX after trade(s) have been completed
- Liaising with Newcastle Stock Exchange (NSX) to provide broker to broker transfers and ensure quality control on cash amounts and that clients have the correct Participant Identification Number (PIN)
- Achievements that have been reached include working on large floats and being given the opportunity to cross train with other departments within RBS Morgans
- Providing training to new employees
- Assisting work colleges with their workloads and backfilling in higher duties and other departments when needed
- Helping advisor/advisor assistants with buy and sell trades making sure that trades settle on time and to the correct client/s accounts
- Assisting advisor/advisor assistants with any enquires.
Corporate Actions/Dividend Clerk
Computershare Investor Services Limited
04.2004 - 07.2007
- Running all corporate actions and dividends for clients that were with Brisbane branch of Computershare
- Generating reports for clients and area managers to sign off for dividends paid and shareholders who are not eligible to participate in any upcoming corporate actions
- Liaising with clients to design artwork for statements to be sent to shareholders
- This includes working with print houses to facilitate printing documents and mail out to shareholders
- Working with banks to arrange cheque runs and direct crediting shareholders
- Negotiating with companies with corporate actions on banking funds received, and auditing forms received and bank statements to ensure funds received match forms received
- Major achievements include running over 35 dividends at a time helping on 7 large corporate actions within a set timeframe
- Received positive feedback from management and clients on my helpful and positive attitude and my work.
Collections/Asset Management Officer
Bank Of Queensland
01.2003 - 02.2004
- Received reports from bank branches on outstanding debts within their branch for home loans, personal loan repayments and overdrawn personal accounts
- Liaise with customers regarding their banking circumstances via phone or correspondence to negotiate a positive outcome for both parties in regards to any outstanding balances and overdrawn accounts
- Report to management on customer outcomes and achievements
- Consistently reached over and above my weekly key performance index.
Data Entry – Australian Business Register - 6 Month Contract
Australian Taxation Office (ATO)
06.2002 - 12.2002
- Uploading data received from the ATO mail out to all Australian Business Number (ABN) holders to remove and/or to update details from the ABN register
- Quality control to ensure data is correct as once the register was amended, the updated information was made accessible to the public via the internet
- Populating spreadsheets to comply with ATO standards.
Education
Certificate IV of Finance Management -
Origin Training
01.2010
Certificate III of Finance -
Origin Training
01.2008
Completed Senior Certificate -
Kenmore State High School
01.1995
Skills
- Demonstrated time management and organisational skills
- High level communication, liaison and consultation and customer service skills
- Strong attention to detail with a high volume of data entry
- Demonstrated ability in drafting correspondence
- Always provide support and assistance to team to achieve goals
- Demonstrated ability in dealing with the public including establishing rapport, solving problems and diffusing conflict
- Providing reports to senior management
- Expert software skills in Microsoft Office, Microsoft Outlook, Lotus Notes, Scrip/Shares (GBST), Personal Property Security Register (PPSR), My client, Customer Relations System (CRS) and TRIM
- Completed Certificate III and Certificate IV of Finance/Management with Origin (State Government Training)
References
- Peter Cunningham, Team Leader, Queensland State Government, Department of Children, Youth Justice and Multicultural Affairs, 0434 155 428
- Joel Cuming, Asset Management, Bank Of Queensland, 0400 156 479
Timeline
Administration Officer
Queensland State Government, Department of Children, Youth Justice and Multicultural Affairs
07.2018 - 08.2022
Collections Officer
Australian Federal Government – Human Services
03.2017 - 04.2018
Senior Scrip Clerk
Burrell Stockbroking & Superannuation
11.2016 - 01.2017
Office Manager
Aussie Home Loans
04.2015 - 11.2016
Client Services Officer - Temporary Contract
Hewlett Packard (Bank Of Queensland)
08.2013 - 04.2015
Client Service Officer
Premium Private Wealth
01.2013 - 08.2013
Client Service Officer – Temporary Contract
Centric Wealth Limited
11.2012 - 12.2012
Settlement Clerk - Part-Time
SAI Global Property
09.2012 - 11.2012
Scrip Clerk
RBS Morgans Limited
08.2007 - 07.2012
Corporate Actions/Dividend Clerk
Computershare Investor Services Limited
04.2004 - 07.2007
Collections/Asset Management Officer
Bank Of Queensland
01.2003 - 02.2004
Data Entry – Australian Business Register - 6 Month Contract
Australian Taxation Office (ATO)
06.2002 - 12.2002
Certificate IV of Finance Management -
Origin Training
Certificate III of Finance -
Origin Training
Completed Senior Certificate -
Kenmore State High School
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