Tanvi Patel
SYDNEY,NSW
Summary
Detail-oriented professional with expertise in accounts administration and data management. Proven ability to enhance office operations and maintain accurate financial documentation, contributing to efficient project tracking and customer relationship management.
Overview
4
4
years of professional experience
Work History
manko Homes
Administrative Assistant
01.2024 - Current
- Provided administrative support to management and construction teams, enhancing daily office operations and workflow.
- Managed accounts administration using MYOB, including processing invoices, purchase orders, and recording financial transactions accurately.
- Performed data entry and maintained client, supplier, and project records in internal systems and spreadsheets.
- Coordinated appointments, meetings, and construction site visits, facilitating effective communication among project managers, contractors, and clients.
- Prepared reports, quotations, and project documentation using Microsoft Office (Excel, Word, Outlook).
- Liaised with suppliers and contractors to track material orders and deliveries, ensuring timely receipt and accurate invoicing.
- Assisted with tracking project progress and updating internal systems with construction and administrative updates.
- Prepared timesheets and employee records for payroll administration.
- Assisted in preparing documentation for audits, compliance checks, and internal reporting.
- Maintained confidentiality of financial and client information while following company policies and procedures.
Back Office Administrator
Money Mantra Financial Services
vadodara, india
03.2022 - 10.2024
- Managed fixed deposit and insurance application processing with accuracy and reliability.
- Handled customer documentation, data entry, record maintenance, and compliance checks.
- Maintained and updated customer data, ensuring completeness and compliance.
- Prepared daily and weekly reports to support internal operations and management reviews.
- Prepared operational, financial, and daily reporting documents.
- Identified data discrepancies and resolved them to improve record accuracy.
- Identified documentation errors and resolved discrepancies to maintain data quality.
- Supported advisors with workflow coordination and documentation needs.
- Assisted in updating customer databases, improving efficiency and reducing processing delays. Ensured proper filing, verification, and retrieval of customer information.
- Contributed to smoother operations by reducing processing delays through organised data handling.
- Coordinated with financial advisors to streamline workflow and ensure timely service delivery.
- Managed client account documentation and ensured compliance with financial regulations.
- Processed financial transactions and maintained accurate records in internal systems.
- Assisted in preparing reports for management on client account activities to provide insights into operational performance.
- Supported customer inquiries by providing accurate information and resolving issues, enhancing customer satisfaction.
- Collaborated with team members to improve workflow and service delivery standards.
- Created spreadsheets and presentations for internal meetings related to back office activities.
Education
Certification in Data Analytics - Information Technology
Weltec Institute
01-2024
MBA - Accounting And Finance
Annamalai University
06-2021
Bechelor Of Commerce - Accounting
MS University Of Baroda
06-2019
Skills
- Accounts administration
- Financial reporting
- Accounts receivables
- Accounts payables
- General ledger entries
- Data management
- MYOB software
- Xero accounting
- Project tracking
- Customer relationship management
- Analytical
- Problem solving
- Attention to detail
- Team collaboration
- Payroll management
References
- Janki Pandya - Accountant at Manko Homes | MOUNT DRUITT, NSW
0450908642
Timeline
manko Homes
Administrative Assistant
01.2024 - Current
Back Office Administrator
Money Mantra Financial Services
03.2022 - 10.2024
Certification in Data Analytics - Information Technology
Weltec Institute
MBA - Accounting And Finance
Annamalai University
Bechelor Of Commerce - Accounting
MS University Of Baroda