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Administrative Professional with 10+ years in Office Management and Client Coordination
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Competencies
Skilled in managing office operations, client coordination, and administrative support functions.
Experienced in greeting clients, answering queries, and maintaining professional interactions.
Capable of managing petty cash, reconciling accounts, and handling financial documentation.
Proficient in Microsoft Office Suite, Xero Practice Manager, DocuSign, and other business tools.
Summary
Dedicated administrative professional with over 10 years of experience supporting office functions, managing compliance documentation, and enhancing organizational efficiency. Adept at client coordination and proficient in key software tools to deliver exceptional support.
Key Achievements
- Streamlined office operations across multiple roles, improving efficiency and client satisfaction.
- Managed trust administration and compliance documentation, ensuring accuracy and regulatory adherence.
- Coordinated and organized numerous office functions, supporting seamless communication and workflow.
- Proficient in a wide range of software tools, enhancing productivity and data management.
- Consistently maintained accurate financial records, including petty cash and reconciliations.
Experience
Reception/Admininistrative Assistant
Managed switchboard and correspondence. Coordinate client document deliveries and collections. Maintained petty cash and monthly reconciliations. Organised office functions, management diaries and meeting rooms. Assist HR with recruitment and administrative tasks. On-boarding and off-boarding of staff and clients. Preparation of client agreements. Assist management with client FICA compliance and verification. Maintained accurate digital and hard copy records and filing systems
Reception/Administrative Assistant
Administration of trusts in compliance with applicable legislation. Prepare client and FICA documents for trusts and deceased estates. Prepare trust resolutions, amendments, and support documentation. Assist with new trust registrations and Master's Office lodgements. Assist with client FICA compliance documentation and verification. Prepare payments instructions and assist with trust and deceased estate's banking administration. Maintain accurate Trust and Will records and filing systems. Liaise with clients, trustees, financial institutions and the Master's Office. Coordinated documents collection and deliveries. Manage office purchases
Reception/Administrative Assistant
Greet visitors warmly and make sure they are comfortable. Answer, screen and forward any incoming phone calls while providing basic information when needed. Perform other clerical receptionist duties such as filing, photocopying, shredding, collating, etc. when required. Assist HRM in administrative activities and in mini projects/initiatives. Assist with waybills daily. Monitoring and record keeping of Leads via web portals, email and telephonic leads