Corrie Whitehead

Experience

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  Mercer

  Jun 2012 - Jun 2021

  In the last year my role has been the workflow coordinator for the KiwiSaver and Trust Team (KST). This role is widely varied and includes:- Distribution of core task’s and project management- Facilitating training session for knowledge gaps- Mercer Pulse subject matter expert for KST (Running report, creating forecasted plans, point of contact for KST)- Identifying process improvements and transitional work completed in the team- Developing efficient and reliable standard operating procedures that ensure processes are customer-centric- Preparing and delivering Service Level Agreement reports for Management- Processing administration transactions, member level, and fund level tasks as well as training and supporting colleagues with administration processes Show less As a Senior Fund Administrator my daily responsibilities were of the administration of 60+ cooperate Clients in the Super Trust Space. This role was widely varied and included:- Processing administration transactions, member level, and fund level tasks as well as training and supporting colleagues with administration processes.- Performing peer review of complex processing and responses to complex inquiries.- Investigating and rectifying incidents, which includes calculating gain or loss to members, performing account corrections and Initiating preventative measures. - Preparing and delivering monthly administration reports to clients and client service managers.- Preparing monthly invoices.- Subject matter expert for monthly reconciliations.- Completing administration tasks for Annual reviews, including peer review of complex benefit categories.- Developing efficient and reliable standard operating procedures that ensure processes are customer-centric.- While Mercer administered the Fisher Funds Products, I was the lead contact point for all phone and email escalations from the Fisher helpline manager, helpline consultants and Product Compliance Specialist.- Providing support to the team on client projects in monitoring and achieving service standards. Show less As a Client Fund Support Administrator my role was to provide support to the Client Fund Administrator in the provision of a high level of service for clients.My role consisted of the following:- Process of standard administration tasks, completes regular fund level tasks and provides peer review and sign off of fund specific transactions.- Responding to member and client inquiries or correspondence as directed by the Client Fund Administrator.- Providing support to the team on client projects in monitoring and achieving service standards. Show less

  • Annual Review Coordinator

    Dec 2017 - Jun 2021

  • KiwiSaver and Trust Workflow Coordinator

    Apr 2016 - Jun 2021

  • Senior Fund Administrator

    May 2014 - Apr 2016

  • Support Fund Administrator

    Jun 2013 - May 2014

  • Imaging Support Administrator

    Jun 2012 - Jun 2013
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  Kāinga Ora - Homes and Communities

  Nov 2021 - Nov 2022

  Key Responsibilities -- Assemble briefs and prepare PowerPoint presentations for Steering Groups.- Collaborate with cross-functional teams to draft project schedules and plans.- Facilitate and coordinate workshops, meetings, diaries, and travel to support the team to effectively manage work streams.- Perform administration roles for purchase orders, new suppliers, and payment of invoices as required by Project Manager.- Build effective relationships with project staff to ensure effective information flow.- Assess, monitor and report on work progression.- Liaise with Project Manager to evaluate project scope and define milestones and deadlines. Show less Currently acting ICT Project Manager delivering modern meeting room technology for meeting rooms and collaboration spaces across the Kāinga Ora organisation.Key Responsibilities- Project planning and tracking; creating key milestones.- Maintaining project documents including risks and issue register, decision register, status reports and stage gate documents. - Delivering products within budget and deadlines to a high quality. - Managing the performance of a project team, dispersed across New Zealand.- Financial management including budgeting, forecasting, purchase orders and invoicing.- Management of third party vendors, contractors and suppliers across New Zealand, including Generation-e, Evolve, BFG and Connection Company.- Providing high-level project reports to stakeholders, working groups and steering group.- Organising and leading workshops to reach decisions, discuss logistical and other key technical issues. Show less

  • Project Coordinator

    Jun 2021 - Nov 2022

  • Project Manager (Secondment)

    Nov 2021 - Aug 2022
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  Te Whatu Ora Health New Zealand

  Nov 2022 - Jan 2024

  Senior Project Coordinator
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  Self-employed

  Jan 2024 - now

  Stay-at-Home Parent