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Work Background
Blackwood AdvisoryClient Services Coordinator (Tax)
Jul. 2024Sunbury, Victoria, Australia
Countrywide AdviceClient Services Officer
Aug. 2023 - Jul. 2024Bendigo, Victoria, AustraliaKey responsibilities
• Providing efficient, compliant, and accurate support and administration assistance to the Bendigo financial adviser.
• Providing service to clients, through the provision of initial and ongoing support.
• Reporting work-in-progress and meeting targets.
• Proactive phone calls and client contact to book in meetings and appointments to ensure ongoing support services are delivered.
• Maintaining and updating skills and knowledge via professional development training provided.
Natural Grace Holistic Funeral CarePractice Coordinator (Macedon Ranges)
Aug. 2019 - Jul. 2023Woodend, Victoria, Australia• Being a key first responder to callers and triaging families within a holistic framework.
• Day-to-day coordination of team; triaging families of our guests; allocation of suitable funeral and care staff to families. • Writing and overseeing Standard Operating Procedures (SOPs) to enable business to be consistent, replicable, and transparent; incorporating OHS responsibilities; building new intranet.
• Liaising with an OHS consultancy to ensure legislative requirements and our specific requirements were met.
• Collating status of other projects including researching best platforms to use for communications; overseeing functionality of our Customer Relations RM; writing Factsheets to assist families and Handbook for staff.
• Project support to the CEO.
Ray WhiteSales Executive
Jul. 2018 - Aug. 2019Taylors LakesCreating and maintaining a database of potential vendors/ purchasers/investors including prospecting, cold calls, door-knocking, creating and maintaining relationships within the community. Taking properties to auction. Putting properties on the market, managing the Open Homes, Vendor Reports, negotiating, liaising with the auctioneer.
Ray WhiteExecutive Sales Assistant to the Director | Customer Care
Aug. 2017 - Jul. 2018Taylors Lakes, VictoriaProviding day-to-day administration support, record keeping of team targets and goal achievements, preparing background information on properties.
Freelance, self-employedContractor / Casual
Sep. 2016 - Aug. 2017Victoria, AustraliaIn March 2017, relocated to the Macedon Ranges in Victoria having been working interstate since August 2014. Undertook various short term contracts. Scotch College ~~ Maintenance/Facilities Administrator, Property Department Landscaping Victoria ~~ Customer Service, Office Administration. Green Energy company, Sydney ~~ Customer Service - for end users of solar panels and Service Agents. (Jan-Mar 2017) Australian Turf Club, Sydney ~~ Event Attendant - exhibitor/expo bump-in & out; conference setup; Raceday Customer Service. (Sept 2016-Jan 2017)
Exhibitions Pty LtdEvent Manager/Horticulturist - Horticultural & Gardening Festival
Feb. 2014 - Apr. 2016Sydney NSWI was asked to create a horticultural event in Melbourne at the Showgrounds. This project culminated in over 100 exhibitors, chefs and gardening experts providing on-stage demonstrations and talks, 5 professionally designed gardens. ➢ Cold calling / networking
➢ Business development / Relationship management
➢ Marketing and PR co-ordination
➢ Managing Web Technology
➢ Database / Accounts management
➢ Social Media
➢ Operational Management The inaugural 'Horticultural & Gardening Festival 2015' was held 9-11 October 2015, Melbourne Showgrounds. The show aimed at raising the profile of horticulture, spreading the word on the benefits of gardening and providing education in a range of accessible forms. The array of 100+ exhibitors was excellent, and 5 professional display gardens were built. Delighted to have a great selection of high profile guest speakers talking about plants and gardens as well as cooking demonstrations that bridged the gap between homegrown food, and the kitchen. I secured 95% of the exhibitors, recruited landscaping professionals to design and build the gardens, sourced and managed the speakers, co-ordinated the marketing with various agents including PR Matters, managed staff including a stop-gap manager who recruited 5% of exhibitors to fill in the last available spaces. In April 2016, the company director decided not to pursue this event and retired.
AGB EventsCasual role: Exhibitor Co-ordinator / The Australian Garden Show Sydney 2013
Jul. 2013 - Feb. 2014SydneyMy role was to liaise with Exhibitors and manage their contracts, invoicing, bump-in/out and allocating their marquee positions. Most important was the communication with each to ensure they were looked after, had a smooth move in and good event experience.
Woolcock Institute of Medical ResearchFacilities Manager
Feb. 2008 - Feb. 2013Glebe, NSWRelocated all staff from four Royal Prince Alfred Hospital and two University of Sydney buildings, into a property undergoing a $10m refurbishment. Responsibilities included:
• Relocating individual departments
• Liaising with building company
• Resolving building defects
• Overseeing additional building works (including PC2 lab and minor building works)
• Setting up various services (waste, cleaning, linen etc)
• Allocation of work areas, phones, building security access
• Liaising with landlords (University of Sydney) for maintenance and building project issues
• Overseeing and liaising with all trade services for on-going maintenance and building projects.
• Role of Deputy Warden
• Work Health & Safety Committee member
• First Aid Officer Instigated:
• Use of Indoor Plant Hire
• Discussions with landscape architects, structural engineers and others, leading to DA submission and approval for roof garden design.
• Use of professional photographer for staff portrait images, building images, and research department images for marketing purposes.
• System for logging building/facility issues for action. Misc responsibilities
• Management and MC-ing of 2008 Sleep Week Course for international/local sleep technologists
• Co-ordination of induction procedures
• Management of company vehicles, usage and car park
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