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Practice Manager

Management of SME Financial Planning and Accountancy practice. Proficient in Visiplan and COIN. Established CRM, processes and procedures, costing for fee for only servicing. Created tiered service level agreements, maintained website, wrote newsletters, managed facilities and PA assistance to one Director including client contact, transacting, reporting and post meeting review correspondence. Business Planning. Currently setting up back office, processes and policy for a new Financial Planner

Work Preferences

Desired Salary
60,000 - 80,000 per year  
Availability
4 Weeks  
Desired Job Type
Any Type  
Can Travel for Work
Not at all  
Highest Education Level
Bachelor Degree  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Client Service Manager
Other
Portfolio Administrator
Technical Skills Skill Last Used Yrs. Exp.  
  COIN Financial Software 2011 5  
  Compliant Records Management 2011 10  
  Creation of Policy and Procedures 2011 10  
  Diary Management 2011 15  
  Event Management - Client Seminars and workshops 2010 15  
  Facilities and fleet management 2010 10  
  Handisoft Accounting Software 2011 1  
  Interstate and International Travel booking 2010 15  
  Marketing Communications 2010 20+  
  MS Office Suite (2003 - 2010) 2011 11  
  MYOB, Corel Draw 2008 4  
  Preparation of Agenda and Minutes 2010 9  
  Visiplan Financial Software 2007 2  
Other Skills
I have managed a financial planning practice in Sydney's north west for 9 years including the amalgamation of two practices into the same premises, integration of databases and client list. Created policy and procedure for everything from HR through to database management.  I have maintained two corporate websites, organised electronic and printed newsletters, managed stores and supplies, office refits, maintenance, oversighted IT providers and transitioned servers for two companies in recent years. I liaised with suppliers, clients, providers and strata management to ensure the efficient establishment and running of both practices. I am a mature, well-organised multi-tasker with in-depth knowledge of both financial planning and accounting principles, available to either start up financial planning back office or improve procedures in an existing practice. Available for permanent or contract positions in Sydney, Sydney's North West and environs.

Employment History

Job Title
Practice Manager - Younis & Co Accountants
Industry
Accounting and Finance
08/2010 to Current
Practice/Office Manager for Younis and Co Accountants in Rosehill, NSW. Responsible for the management of administration and reception staff, running the office, reducing debtors, writing policy and procedure, establishing purchase ordering system, improving data integrity, facilities management, IT provider supervision, Human Resources and events management. Also for implementing and managing their website and electronic newsletters.
Job Title
Business Support Officer/EA to the MD - Landcom
Industry
Government / Public Sector
06/2009 to 04/2010
Support of special projects - ADHC Group Home Construction team who tendered and supervised the building of specialised homes for the severely disabled. Organised their project administration, records management. Created tender documents, oversight of the tender process and evaluation of completed tenders. Liaised with builders, project teams and other government bodies.

EA to the Managing Director - seconded to Executive Office to support the MD of this State Owned Corporation. Work included creation of complex monthly board Agenda, taking of minutes, liaising with Ministerial officers and Developers, travel arrangements, personal assistance to the MD, complex diary management, organising training, correspondence and all facets of senior executive support.

Job Title
Practice Manager - Parkside InvestorPlus
Industry
Financial Services
12/2000 to 06/2009
Practice Manager within a SME Fee for Service financial planning practice with an independent license. Responsible for amalgamating two practices physically and integrating their systems, policy and processes. Process mapping of COIN CRM, development of service level agreements and costing analysis for tiered servicing of existing and new clients. HR responsibilities, maintenance of website, production of marketing collateral including monthly newsletter, brochures, Financial Services Guide, Financial Needs Analysis etc.  Facilities Management, ensuring availability of office supplies and equipment. Liaison with IT Providers, costing of goods and services. 


Responsible for branding of new combined business, registration of business name, web URL and stationery production.


Also EA to one of three partners involving constant client liaison, transacting on client's behalf, complex correspondence and reporting, liaison with fund managers and investment providers, monthly reporting, diary management, travel bookings etc.

Qualifications

Completed Institution Degree / Qualification
1979 Macquarie University Bachelor of Arts