Summary
Overview
Work History
Education
Skills
References
Timeline
Generic
SRI WEPITIYA

SRI WEPITIYA

Saint Marys,NSW

Summary

Currently working at an Accounting and Advisory firm looking after 4-6 partners in an Executive Assistant position in the Tax division. I am a self driven and resourceful professional with 4+ years experience as an Executive Assistant/Personal assistant offering high-level administrative support to senior-level staff. I have a track record of being well organised and always going above and beyond. I successfully manage high-volume workloads in rapidly changing environments whilst always keeping a positive and easy going attitude. Expert in travel management, expense tracking and calendar coordination. In addition with over 6+ years of event/ training coordinating experience I pride myself in having a high attention to detail and believe a good culture and relationship with teams and stakeholders is vital to success.

Overview

14
14
years of professional experience

Work History

Executive Assistant for Tax Directors

SW Accountants and Advisors
08.2023 - Current
  • Book flights and accommodation for domestic and international travel on regular basis
  • Draft, review and finalise engagement letters to clients and send to stakeholders on tight deadlines
  • Organise DocuSign documents for review and signing for all stakeholder and internal documents
  • Review WIP analysis create and send out bills/invoices for stakeholders for all teams by end of month deadline
  • Lodging Income tax returns, Company Returns and activity statements through APS
  • Liaise with clients regarding invoices/ and diary management for 4 partners and their teams
  • Organising registrations for staff to seminars, Tax forums and trainings
  • Organising internal/team meetings, and events
  • Setting up new clients and codes on AX
  • Scanning and filing all ATO mail and sending out to appropriate groups and individuals with relevant information required
  • Organise catering and liaise boardroom meetings for external and internal meetings/ events
  • Booking restaurants and venues for client events/ meetings
  • Adhoc office management tasks as required.

Personal Assistant

Colonial First State
01.2019 - 08.2023
  • Diary management for Head of Strategic Accounts and Head of Institutional Sales/Head of Take to Market
  • Liaise with various GM's/ Department Head/external parties on meeting requests and associated requirements
  • Arrange all travel logistics for both Heads of's
  • Monitor, record, reconcile all receipts and process all expenses for H/O, Strategic Account Managers and Account managers regularly
  • Arrange all logistics for team and client events
  • Offsite (e.g room bookings, catering, agenda, etc)
  • Co-ordinate attendance/participation at external/internal events (e.g conferences)
  • Manage procurement and company assets (OEMS) for both teams
  • Invoicing and financial management system processes
  • Coordinate recruitment on behalf of Head Of - recruitment advertising, request contracts, set up interviews plus complete Onboarding and staff exits
  • Coordinate eLearning and RG146 completion rate and assist with Sidekick HR for both H/O
  • Monitor and process Sponsorship requests & conflicted remuneration requests and ensure adherence to Conflicted Remuneration and CBA Expense Guidelines
  • Coordinate weekly/fortnightly/Monthly meetings - organise speakers, collate agenda items, circulate prior to meeting, collate minutes
  • Track and keep registry of Leave/sick days/travel
  • Maintain Asset Registry for team (submit Request IT items and follow up)
  • Complete engagement letters/Deed of Release for external companies and complete a Document Execution Request for both H/O
  • Contribute to other projects as directed by the Head of Strategic Accounts and Head of Institutional Sales and Head of Take to Market
  • Maintain confidentiality around all HR and people related issues/information
  • Created SOPS for all procedures for PA roles and new HR systems
  • Conduct team support huddle (draft agenda and circulate prior)
  • Received Above expectation on KPI's and high performing staff recognition award
  • Senior PA for Distribution and was point of contact for all role-related enquiries as well as assisting group understanding roll out of new HR systems.

FOH, Captain Host, Cocktail Server

Pontchartrain Hotel
06.2022 - 06.2023
  • Captain host for Jack Rose restaurant with high level knowledge and use of Open-table
  • Cocktail serving between 3 establishments in the hotel, Bayou Bar, Hot Tin and Jack rose
  • High knowledge of food hotel procedures and menu's
  • Assist with managing timeline on Opentable to receive and move around daily reservations
  • Coordinate and assist with serving and logistics and execution of large and private events.

Event Coordinator

Commonwealth Bank of Australia
07.2017 - 01.2019
  • Coordinating small and large events for Clients in over 40 rooms at the CBA building at a time
  • Regular Stakeholder communication and maintaining close relationships with Security, Beverage Manager, Kitchen staff, Concierge, Facilities Management and other building Event staff
  • High level understanding of Risk and testing with all events to ensure that it is satisfactory to building requirements
  • Communication with event hosts prior to and during Events to discuss and organise all requirements
  • Final Check on the day of the event (Tables, Technology, etc) and oversee event happenings and act quickly to resolve any issues
  • Managing a high demanding calendar and meeting requests
  • Organising Security and managing communication regarding Fire Alarms for BBQ and afterhours events
  • Managing set up of afterhours Cocktail parties
  • Regular meetings with Beverage Manager and Kitchen Head Chef for future events and discussing dietary requirements and specific client needs
  • Organising reports of final costs of events
  • Planning events with attention to Financial and time constraints and ensuring budget requirements are met
  • Organising daily run sheets for kitchen and wait staff
  • Printing and making up of menus for cocktail parties
  • Assisting with IT issues on the day, and setting up projectors/presentations, teleconference/Video calls when required.

Training Coordinator

NSW Service for the Treatment and Rehabilitation (STARTTS)
06.2012 - 07.2017
  • Organised all registration process, venue booking and contracts for International Conferences
  • High knowledge of Event Management websites including Arlo, Ex-Ordo, Event Arc
  • Meeting tight deadlines
  • Close relationships with high profile clients and business partners
  • Working in large and small teams
  • Organise all workshops and seminars throughout the year with participants from 15-650 attendees
  • Maintaining schedules, and professional development calendar throughout year
  • Dealing and finalising venue contracts for all events
  • Organising and ordering catering for workshops and seminars and conferences
  • Setting up and cleaning up rooms for workshops
  • Data entry and feedback recording
  • Sending and sorting mail for all training enquiries
  • Collecting money for charitable programs, processing cheques for clients and recording all documents
  • Creating, binding and collating training booklets and brochures for workshops
  • Organising staff inductions and meetings with Management
  • Organising and delegating to the Sub-committee's the transport from interstate and International to and from the venue for FASSTT members
  • Liaising with relevant staff regarding flight times
  • Booking buses and accommodation for drivers
  • Organise volunteers to meet with members at airport
  • Organise and ordering of admin supplies for event.

Waitressing/Bartending (Weekends)

All Suburbs Catering
08.2016 - 01.2022
  • Serve food and drink orders
  • Arrange table settings/ Bar stations /Buffet Stations
  • Assist Head Chef with food preparations
  • Follow relevant health department regulations and cleaning of food preparation area
  • Understanding and assisting with any dietary requirements
  • Working in different environments and being flexible with specific client requests and hours of work
  • Food Deliveries
  • Handling of alcohol and services responsibly
  • Checking quality of final food presentation and resolving any issues promptly
  • Attend to tables and present food and drinks on tray.

Receptionist, Office Assistant, Partial EA to CEO and Deputy CEO

SolarArk Pty Ltd
02.2011 - 06.2012
  • Preparing cheques for clients, recording and storing confidential documents
  • Answering phones/ transferring calls to staff and dealing with general business enquiries
  • Organising courier pick up and deliveries
  • Recording packages coming in and out of warehouse
  • Create training booklets and brochures, Organising meetings for clients
  • Organise flights, accommodation for Sales and Events
  • Ordering Banners, business cards etc for business
  • Keeping all customers' and suppliers' details up to date
  • Creating excel/power points, to keep all graphics and forms organised
  • Dealing with situations in liaison with our Queensland and china office
  • Helping accounts and engineer's when needed
  • Looking after company car records, coming in and out, maintenance of cars.

Receptionist/Secretary

Whalan Family Medical Practice
10.2010 - 02.2011
  • Answering all calls for practice
  • Liaise with patients and their families in a compassionate manner
  • Liaise with GPs, other health professionals and their staff
  • Make appointments with specialists and for the practice
  • Bill patients and keep record of receipts
  • Thorough knowledge of Medicare procedures
  • Proficient in Medical Director & Pracsoft
  • Create letters to health professionals (Medical history reports, Recalls)
  • Always maintain patient confidentiality
  • Handle pathology tests and allow specimens to be sent away safely.

Education

Event Management: Essentials -

The University of Sydney
01.2016

Diploma of Business Management - Business

Australian Business Academy Parramatta
01.2011

Customer Service Training - Professional Development -

STARTTS
01.2015

Certificate II Tourism & Hospitality -

TAFE NSW
01.2008

HSC Year 12 -

Burwood Girls High School
01.2009

Skills

  • 'Fast learner and understand company systems quickly
  • High Attention to Detail
  • Highly self driven and willingness to find information that is not readily available
  • Excellent Customer Service Skills
  • High PC skills in Windows and MS Office (WPM 59), PowerPoint and Excel, OneNote
  • Strong team focus including the ability to work in a team as well working with minimal to no supervision
  • Excellent oral and written communication skills
  • Ability to Work under High pressure
  • Ability to adapt to any environment
  • Highly capable of managing competing demands
  • Highly capable of meeting tight deadlines
  • Interpersonal skills when dealing with a diverse range of customers
  • Bubbly outgoing personality
  • 'Can do' attitude
  • High strive and passion in event organising
  • Ability to manage and coordinate various types of Events and meetings
  • Strong organisational skills and multi-tasking skills
  • High knowledge in programs such as PeopleSoft, Sidekick, Arlo, Concur, Event Arc, Microsoft Teams, Skype, Outlook, Request IT, Opentable, AX and APS
  • Recognised as a high performer worker and received Exceeded Expectations in KPIS

References

Referees given on request

Timeline

Executive Assistant for Tax Directors

SW Accountants and Advisors
08.2023 - Current

FOH, Captain Host, Cocktail Server

Pontchartrain Hotel
06.2022 - 06.2023

Personal Assistant

Colonial First State
01.2019 - 08.2023

Event Coordinator

Commonwealth Bank of Australia
07.2017 - 01.2019

Waitressing/Bartending (Weekends)

All Suburbs Catering
08.2016 - 01.2022

Training Coordinator

NSW Service for the Treatment and Rehabilitation (STARTTS)
06.2012 - 07.2017

Receptionist, Office Assistant, Partial EA to CEO and Deputy CEO

SolarArk Pty Ltd
02.2011 - 06.2012

Receptionist/Secretary

Whalan Family Medical Practice
10.2010 - 02.2011

Event Management: Essentials -

The University of Sydney

Diploma of Business Management - Business

Australian Business Academy Parramatta

Customer Service Training - Professional Development -

STARTTS

Certificate II Tourism & Hospitality -

TAFE NSW

HSC Year 12 -

Burwood Girls High School

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