Shelley House
Summary
Motivated and highly skilled receptionist and administrative assistant with a strong focus on delivering outstanding customer service. Proficient in Microsoft Word, Excel, and Outlook, with experience in data entry within a manufacturing environment. This includes processing parts, service, and direct supplier invoices, as well as reconciling creditor invoices and managing customer invoicing, statements, and delinquent accounts. Highly skilled communicator, both written and verbal, with a strong understanding of workplace safety. Served as a safety officer in current role and recently completed a refresher first aid course. Currently seeking a permanent full-time role with opportunities for upskilling.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounts Administration
Gaffney Machinery
11.2022 - Current
- Answering and directing phone calls
- Reconciling cash & EFTPOS transactions
- Processing customer payments made via EFTPOS, cheque, cash and direct deposits
- Maintaining cash floats
- Preparing banking
- Processing incoming invoices
- Processing purchase order invoices
- Processing invoices for workshop jobs
- Processing Buy In's for workshop jobs
- Invoicing customers
- Reviewing and sending customer statements
- Reviewing customer accounts past 60 days and sending reminders
- Matching creditor invoices to statements for the Finance Manager for payment
- Processing transactions on corporate credit cards
- Collating paperwork received from other branches
- Following up paperwork with Parts Department and other administration staff
- Assisting with training administration staff
- Assisting administration staff with tasks
- Establishing & upholding WHS procedures
- Safety and Emergency officer responsibilities
- Organising staff celebrations and annual functions
Client Services, Administration & Reception
Norton & Co/Professional Investment Services
11.2020 - 11.2022
- Answering and directing calls, taking detailed messages for accountants and financial planner
- Generating correspondence for clients and third parties
- Generating invoices, receipting payments
- Generating compliance documents for financial planning as per ASIC legislation such as fee disclosure statements
- Preparing files for appointment, including reviewing existing documents on file, identity documents, generating individual reports of financial position and compliance documents, fund profiles etc
- Preparing advice document requests
- Preparing applications for signature and submission
- Lodgement of tax returns and activity statements
- Accessing tax agent portal and Centrelink portals
- Data entry for tax returns
- Checking tax returns to ensure data is correct and finding/fixing errors
- Processing notices of assessment and ATO correspondence
- Sending out financial documents to clients
- Following up clients for documents and payments
- Receiving EFT, cheque & cash payments
- Entering petty cash receipts and reconciling spreadsheet for processing
- Processing payments to clients
- Arranging staff occasions
- Ensuring government Covid 19 regulations are met
Client Services Administration/Reception
Findex
02.2020 - 10.2020
- Reception duties
- Answering and directing calls, taking detailed messages for accountants and partners
- Arranging appointments
- Generating correspondence for external & internal agencies/individuals
- Receipting payments, maintaining banking records and banking
- Processing petty cash claims
- Preparing outgoing mail & maintaining mail records
- Scanning & saving clients records and documents to cloud databases
- Sending out financial documents to clients
- Lodgement of individual and company returns
- Assisting with following up of compliance documents
Maternity cover contract - Reception
FM Financial
07.2019 - 02.2020
- Greeting clients
- Answering and directing calls
- Arranging reviews for advisers in Burnie, Melbourne and Hobart
- Generating compliance documents for clients on a monthly basis
- Working with Iress Xplan database software
- Use of Microsoft Outlook, Word & Excel
- Preparing files for financial planning appointments
- Updating databases
- Mail & banking
- Handling petty cash purchase and reimbursements
Education
Completion of CPR First Aid refresher -
12.2024
Completion of CPR First Aid course -
12.2023
Certificate II -
Business
12.2018
Responsible Service of Alcohol -
12.2015
Financial Services Reform Act Tier II -
12.2014
Skills
- Organization and administration
- Accounts payable maintenance
- Warranty administration
- Administration strength
- Managing delinquent accounts
- Accounts receivable proficiency
Certification
St John Ambulance Provide First Aid
Timeline
Accounts Administration
Gaffney Machinery
11.2022 - Current
Client Services, Administration & Reception
Norton & Co/Professional Investment Services
11.2020 - 11.2022
Client Services Administration/Reception
Findex
02.2020 - 10.2020
Maternity cover contract - Reception
FM Financial
07.2019 - 02.2020
Completion of CPR First Aid course -
Certificate II -
Business
Responsible Service of Alcohol -
Financial Services Reform Act Tier II -
Completion of CPR First Aid refresher -
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