Danielle Whitaker

Experience

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  Standard Bank Group

  Jul 2011 - Aug 2013

  Personal Assistant

  • First point of contact for customers; screened correspondence and prioritised customers based on brokers availability. • Full admin coverage for brokers allowing resolution of cases ahead of schedule. Granting broker additional time to obtain new business, reflected through commission.• Liaised with service providers, customers & suppliers to ensure that all processes ran efficiently.• Maintained accurate filing of paperwork and prepared documents, reports, and quotations.

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  Hibiscus Brokers

  Apr 2014 - May 2016

  Executive Personal Assistant

  • Diary management of Brokers including appointment coordination. • Created and distributed financial reports/quotations for Broker meetings. Reviewed customer feedback, enacted changes before final submission. • Maintained high levels of customer satisfaction by corresponding with clients and resolving queries in a timely and courteous manner.• Assisted with med-aid onboarding and administration through liaison with service providers and customers. Full customer ownership from account initiation.• Planned and managed events, including teambuilding and annual year-end function with set budgets. Show less

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  Metropolitan Health Group

  Apr 2017 - May 2019

  Executive Personal Assistant

  • Provided administrative support to four executive senior management department heads including any travel requirements. • Diary & email management. Compiled classified paperwork and ensured accurate filing and billing of accounts. • Kept track of office inventory, signed for deliveries, and handled maintenance and repair of office equipment. ● Restructured personal assistants’ operation systems to improve work productivity.● Appointed as Head of the Social Committee, planning events and functions.● Monitored and managed budgets for each business unit and event.● Exceeded KPI’s resulting in performance bonus and quarterly nomination of recognition. Show less

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  Nissha Medical Technologies

  Feb 2021 - Nov 2022

  Key Account Manager / Customer Service Representative

  • Set up and managed multiple high value key accounts after details are transferred from Business Development team. • Full service provided to key accounts, from forecasting and logistical planning, to order entry and following through on invoices.• Liaised with global business partners to ensure full transparent communication of financial targets to Senior Directors.• Logistical and courier ownership and responsibilities, key contact between Dispatch, Customer Services/Sales external couriers and customers.• Planned and coordinated company events, Christmas Year End, Anniversaries, Birthdays etc.• Classified paperwork management, including accurate billing and filing of accounts.• Processing of customer communications, new orders, complaints, queries, etc, with a “get it right first time” approach. • General customer services and administrative support for ROW customers.• Co-ordinated shipments with global customers, couriers, and the dispatch team. • Drafted and actioned a Personal Development Plan and completed this in a timely manner in addition to my daily tasks as a CSR.• Reviewed and assisted department manager with implementation of KPI’s. • Implemented a ‘buddy’ system within the department to ensure continuity for holiday/sickness cover. Show less

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  Pensana Plc

  Nov 2022 - Oct 2023

  Corporate Executive Assistant

  ● Extensive management and coordination of multiple calendars across outlook for the chairman. Liaising with internal and external stakeholders, arranging meetings and meeting logistics.● Working collaboratively with executive management and external communication and PR consultants to coordinate social media and marketing pages. ● Administration support for the C-suite team, inclusive of board meeting material preparation, PowerPoint presentations, formatting documents, and collating reports.● International travel arrangements including working alongside the business development manager to create strategic opportunities and maximising business opportunities at conferences/events.● Distributing on a regular basis e-newsletters to the email subscribers list, ensuring the subscriber list is kept up to date, providing data collection of the analytics for the Chairman.● Preparing expense claims, and assisting with the bookkeeping of receipts and outgoings, in liaison with the Chairman’s accountant. Show less

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  Simple Clean UK

  Nov 2023 - Apr 2024

  Office Manager / Senior Works Scheduler

  ● Coordinating the Director’s schedule for client meetings and site visits, utilising route planners to optimise efficiency and time allocation.● Managing customer interactions and job bookings, overseeing operative schedules and sending daily notifications regarding tasks.● Management and supervision of the company’s quarterly bonus scheme and meticulous tracking of daily and monthly financial performance.● Timeously resolving issues concerning vehicles and machinery, facilitating seamless communication channels between the operatives and the management team, alongside overall management of the vehicle fleet.● Enhanced operational efficiency by maintaining the CRM system and streamlining back-office processes for operatives, fostering accountability throughout.● Coordination of internal staff training and maintaining record keeping. Show less

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  Ribeye Boats

  May 2024 - now

  Personal Assistant to Finance Manager