Coralie C.

Experience

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  Braemar Garden World

  Nov 2006 - Jul 2012

  Gift Shop Assistant (casual)

  * in charge of the smooth running the gift shop and supervising junior staff

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  The Stumps Tea Room at Bradman Museum

  Apr 2008 - Dec 2008

  Waitress (casual)

  * helped in the organisation of various major events (the visit of the Duchess of Rutland) and board meetings with high profile dignitaries (John Howard)

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  Proview Accountants & Business Advisers

  Jan 2010 - Dec 2012

  Assistant Accountant

  Assistant Accountant : January 2010 – December 2012Major accomplishments* organise smooth job-flow * process and finalise SMSF under the supervision of senior accountants* liaise with other accountants, advisers, auditors and account managers of software programs* assist senior accountants with processing of Company, Partnership and Trust end of year financials and tax returns* provide support and problem resolution for users of Class Super* respond to and follow-up support enquiries via phone, email and other channels* process Individual Tax Returns, BAS and other ATO requirementsSkills* strong interpersonal skills with the ability to communicate with others, listen and understand * confident in liaising with managers and help desk staff* highly attentive and organised with ability to juggle multiple tasks* understand customer service principles and practices required to build solid relationships with clients* proactive and able to take the initiative in jobs being carried out* able to provide administrative, reception and clerical support when requiredJunior Assistant (casual) : 2009-2010* general office duties Show less

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  WLM Financial Services Pty Ltd

  Jan 2013 - Oct 2015

  Assistant

  Responsibilities SMSF Administration – reconciling, preparations of financials and tax return, staff and client system training Client bookkeeping –reconciling bank account, creditors, maintaining credit card, processing customer’s credit card payments First point of contact for clients – phones, greeting clients for meetings, emails Company/Trust/ SMSF set up and maintenance – Ordering Deeds and Constitutions, ABN/TFN applications, processing ASIC documents, Share transfer documents Liaising with ATO and other government bodies – payment arrangements, penalties remittances Assist Business Manager – reconciling company credit card, tracking leave, office creditor runs, chasing debtors Facilitating and minuting internal weekly workflow Preparation of simple BASs and lodgement Reviewing and improving systems and procedure focusing on technology & automation Event planning – venue booking, registration management, catering, etc. Workflow Maintenance – updating details, login in work, checking source documents,  Maintaining website – newsletters, uploading articles Updating clients investment and insurance details Monitoring juniors – mail management, stationery ordering, workflow, packing documents to be sent to client eg. End of year financials and tax returns Show less

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  Connect Super

  Nov 2015 - now

  Client Manager

   SMSF Administration – reconciling, preparation of financials and tax return, staff and client system training Main point of contact for clients – phones, emails Business accounts – reconciling, creditors runs, debtor monitoring, preparation of financials, preparation and lodgement of BAS and tax return  Designing, preparation and distribution of regular marketing emails and social advertisements  Building and maintaining client relationships  Sales meetings Show less