Jo Kelly

Experience

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  Kay Law

  Nov 2004 - Jul 2008

  Legal Assistant
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  Commission of Investigation into Leas Cross Nursing Home

  Aug 2008 - Dec 2008

  Personal Assistant
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  Think Concepts Ltd

  Jan 2009 - Mar 2010

  Administration Manager / PA to Managing Director
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  Volvo Ocean Race Auckland Stopover 2012

  Jan 2010 - Jul 2012

  Board Secretary
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  Flourish Group Limited

  Mar 2010 - now

  Financial Accountant

  Accounting Services Independent Contractor. Book-keeping, Financial Statements & Tax Returns services to individuals, companies and trusts.

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  Bancorp New Zealand Limited

  Mar 2010 - Nov 2012

  Board Secretary
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  CBL Insurance Limited

  Mar 2010 - Sept 2015

  Board Secretary
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  Bancorp Merchant Bankers

  Mar 2010 - Mar 2017

  Executive Assistant to Sir John Wells (Chairman)

  Executive Assistant to Professional Director, Sir John Wells. Varied and largely autonomous EA role working in the financial services, insurance, sport & recreation, and major events industries. Day-to-day tasks included office, diary and travel management, relationship management, project management, accounting services from book-keeping through to financial statements and tax returns, for a number of individuals, companies and trusts.I was sub-contracted into a number of Board Secretary responsibilities and high level administration functions, including the establishment of a charitable trust and the successful IPO of an NZX/ASX listed public company.Various Contract roles (concurrent to above):• Board & Minute Secretary – Auckland Council Property Limited (2010 – 2015)• Board & Minute Secretary – Auckland Sport Establishment Board (now Aktive Auckland Sport & Recreation) & project management role establishing administration functions/processes and successful application for charitable trust status. (2012 – 2013)• Board & Minute Secretary – Bancorp New Zealand Limited (2010 – 2012)• Board & Minute Secretary – CBL Corporation Limited & CBL Insurance Limited (2014 - 2017)• Board & Minute Secretary – (Panuku) Development Auckland Limited Remuneration Committee (2015-2017)• Board & Minute Secretary– Volvo Ocean Race Auckland Stopover 2012 (2010 – 2012)• Board & Minute Secretary – World Masters Games 2017 Limited (2013 – 2015)• VIP Manager (Volunteer) – ITU Triathlon World Cup Auckland 2011, ITU Triathlon World Champs Auckland 2012, ITU World Triathlon Series Auckland 2013 & 2014• Accreditation Manager (Volunteer) – Volvo Ocean Race Auckland Stopover 2012 Show less

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  Auckland Council Property Limited

  Sept 2010 - Sept 2015

  Board Secretary
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  Aktive

  Jan 2012 - Dec 2013

  Board Secretary

  Minute Secretary and establishment of administration functions/processes including application for charitable trust status

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  World Masters Games 2017

  Jan 2013 - Apr 2016

  Board Secretary
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  Independent Governance Services

  Aug 2019 - now

  Chief Executive Officer

  Specialists in independent minute-taking and board reporting. At IGS, we are dedicated to raising the standards of governance. We love to see New Zealand business and NFP’s grow and thrive.

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  Kelliher Charitable Trust

  Mar 2020 - now

  Trust Manager

  The Kelliher Charitable Trust was established in 1963 by Sir Henry Kelliher, “all New Zealanders should have access to reasonable living standards, education and health, given the opportunities life in New Zealand offers”. The legacy to provide meaningful and focused financial support in a range of philanthropic activities including caring, welfare, youth and education, heritage, the arts, religion and research, remains central to the objectives of the Trust.

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  University and Tertiary Sport New Zealand

  Sept 2021 - now

  Director