Settlements Officer & Personal Assistant
Axsesstoday Financier
Total years of experience :8 years, 5 months
Duties & Responsibilities:
* Booking appointments/flights/accommodation;
* Running errands throughout the day which also required superior time management skills;
* Working with numbers and calculating settlement figures;
* Settling financial amounts greater than $k AUD;
* Managing the office in terms of events, orders and supplies etc;
* Answering calls from clients and customers in which I had to uphold immaculate customer service and manner;
* Problem solving - my job required finding solutions to customer and account queries as well as developing processes to handle our ever growing heavy workload;
* General ad-hoc tasks;
* Running reports and compiling a database on our CRM (finPOWER);
Duties & Responsibilities:
* Calling customers and assisting with inquiries as they come through the display;
* Assisting the clients through the entire sales process with confidence and professionalism.
* Compiling and updating marketing material;
* Managing the new home displays and delegating tasks to other staff to ensure they were in pristine condition;
* Conducting walk through appointments and developing detailed quotations;
* Managing the customer database;
Duties & Responsibilities:
* Running reports and allocating workloads to the data analysts to ensure all work is spread evenly and completed in time for end of the month;
* Checking Students paperwork and documentation to ensure they meet the required guidelines and standards;
* Having impeccable attention to detail so as not to let any errors slip through the system;
* Working within a team and managing temporary assistants that were placed in my team;
* Writing and responding to emails in a professional manner to outside clientele to request information;
Duties & Responsibilities:
* Conducting walkthrough/tour appointments with clients to complete the sale process with the skill of confidence and initiative.
* Assisting with colleagues sales as well as my own and generating quotations;
* Finalizing paperwork and promoting sale packages and items to clients;
* Generating leads through liaising with the public and following up past and potential clients;
* Delivering excellent customer service and liaising with clients in person and over the phone;
Werribee Short Course in Wildlife Husbandry and Rehabilitation 2013 Wildlife Victoria Certificate for Rescue & Transport of Injured Wildlife
courses: including VCE Certificate