Communication

• assisting clients to identify financial goals and priorities and assessing their current financial situation

• developing and writing reports to specifications

• interpreting clients' requirements and tailoring financial plan to meet their needs

• negotiating solutions with clients

• questioning, listening and clarifying client's requirements

• using excellent customer service skills and maintaining an on-going relationship with clients

Teamwork

• allocating personnel for on-going service tasks

• delegating roles and responsibilities to team members

• outsourcing tasks to internal and external specialists as required

Problem Solving

• checking the accuracy of calculations for fees and charges

• conducting trend and risk analysis including product modelling

• estimating, forecasting and conducting competitive comparisons

• identifying and resolving inconsistencies in information

• identifying OHS hazards and maintaining risk control

• performing calculations and developing a risk profile for individual clients

• testing strategic assumptions

• using modeling tools to test assumptions against a variety of scenarios

Initiative and Enterprise

• developing administrative processes to implement financial plans

• identifying ongoing service options for clients and confirming these with clients

• identifying risk and managing it

• proactively anticipating customer requirements and recommending products

• researching alternative options for clients' needs

Planning and Organising

• ensuring the integrity of systems, records and reporting procedures are maintained

• implementing financial plans according to agreed actions, time schedule and agreed priorities

• undertaking research and developing solutions such as financial plans

Self-management

• planning own work schedule and monitoring and evaluating own work performance

• taking responsibility as required by work role and ensuring all organisational policies and procedures are followed

• understanding and acting upon compliance implications

• working ethically and complying with industry Professional Code of Practice and legislative requirements

Learning

• adapting to change in technology and/or work practices

• defining own work role and working within defined responsibilities

• developing and maintaining personal competence

• following workplace safety procedures

• identifying opportunities for professional development

• maintaining currency of knowledge of financial products and services

• seeking expert advice as required

Technology

• conducting web searches, using corporate templates and financial planning software

• operating computers and using word processing, spreadsheet and database skills to produce workplace documentation

• using business technology to access, organise and monitor information

• using research data devices and telecommunication devices and equipment

Attending clients homes and overlooking their finances to investigate whether better products to suit the client.

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Employed as a Clerical Officer, which also included the responsibility of Backup Staff Administration Officer whilst training in the position of Rosters Officer.

I was responsible for incoming and outgoing correspondence in which it was my responsibility to collect and distribute mail daily. It was then my duty to go through the mail and either prepare correspondence for the Management Team for signature or allocate to the correct personnel.

I was responsible for management of outstanding correspondence to ensure that;

• Overdue files are adequately explained

• Assistance be given when problems arise which may delay a member completing the correspondence

• That an interim reply is sent if the required deadline would not be met

• Accountable books/documents for retrieval when required.

I have maintained the follow up system to ensure staff deals promptly with their correspondence.

I am an accomplished typist utilising my typing skills on a daily basis by preparing correspondence for the Administration staff and operating various Windows based programs.

Receptionist duties are applied daily whilst liaising with customers over the telephone, taking messages for management staff, and liaising with other Government/Police and Private agencies as well as face to face reception duties.

I am qualified in the operation of all office equipment.

I am responsible to maintain records including distribution of accountable books and correspondence by way of TRIM.

I monitored publications in the Police Service Weekly Magazine and indexed and filed all Police Service Notices and Police Service Circulars.

I had become competent in the role of Staff Administration Officer relieving on various occasions and becoming efficient in all Human Resource matters including allowances, appointments, terminations, transfers, leave and other related HR matters.

Whilst training as a Rosters Officer I had become competent in;

• Preparing and maintaining duty rosters

• Gaining knowledge of public sector entitlements

• Experience in interpreting and applying relevant awards and industrial agreements

• Government accounting and ability to manage budget allocations

• Experience using computer systems such as Smart Rostering System.

1997 – 2001

General Support Officer – NSW Police Service, Hawkesbury Local Area Command

I was employed as a General Support Officer in a job share arrangement at Hawkesbury Local Area Command on a part time basis. I have satisfied the duties and accountabilities of the position of General Support Officer.

Some of my duties included switchboard: this required me to answer telephone calls that may need to be transferred to other personnel/areas of the station or answering questions and taking reports over the telephone. Counter enquiries: answering clientele questions when person/s attend the station for assistance. Computer input: inputting data onto the Police Service Mainframe when accepting reports, such as, Stolen Vehicle Reports, Lost Property etc. Computer enquiry: accessing the Police Service Mainframe to make enquiries about previous events, registration checks or allocating jobs to car crews via the Computerized Incident Dispatch System (CIDS). Typing: as I am consistently using computer terminals and inputting data on the Police Mainframe and writing correspondence my typing is exercised continually. Clerical duties: filing station records, such as, Apprehended Violence Orders, Minor Traffic Collision Reports, Police Service Weeklies, Telephone Message Pad.

I was accountable for accepting Minor Traffic Collision Reports, Stolen Vehicle Reports, Steal from Motor Vehicles, Intelligence Reports, Stealing, Lost Property, Malicious Damage just to name a few over the counter and telephone. I was also accountable for records keeping, communications and station activities.

I was also allocated a portfolio on a day per week in which I assisted the Exhibit Officer with Miscellaneous Property and Exhibits as well as assisting the Roster Personnel and Intelligence Officer.

1993 – 1997

Clerical Officer, Grade 1/2 - NSW Police Service, Hawkesbury Local Area Command

I had been responsible for incoming and outgoing correspondence in which it was my responsibility to collect and distribute the mail daily. It was then my duty to go through the mail and either prepare the correspondence for the Management Team to sign or allocate to the correct personnel.

I had developed and implemented strategies for management of outstanding correspondence by developing a system of recording the allocation and this be checked on a regular basis to ensure that;

• Overdue files were adequately explained,

• Assistance be given when problems were delaying a member completing a report,

• That an interim reply was sent if the required deadline would not be met,

• Accountable books register and where they were filed for retrieval when required.

I had maintained the follow up system to ensure staff dealt promptly which correspondence referred to them by maintaining a resubmit system in which reminders were sent when files were overdue.

I become proficient as a typist as it was required that I prepared all complex and routine correspondence for the Patrol Commander, Station Controller, Patrol Tactician and the Patrol Administrative Officer for signature.

Reception duties were utilized daily whilst liaising with clientele over the telephone, taking messages for Management Staff, liaising with the sales consultants as well as face to face reception duties.

I had become proficient in the operation of office equipment including photocopiers, facsimile machines and shredders just to name a few.

I was responsible to maintain records including distribution of accountable books, details of motor vehicles, local asset register, monthly/weekly returns and correspondence by way of Harvey Correspondence, Manual Correspondence Book, Records Management System (RMS) and the Complaints Information System (CIS).

I monitored the updates on Commissioners Instructions on publication in the Police Service Weeklies and memorandums, which were then indexed and filed.

I became very efficient in Finance – Ordering stores; ordering all stationary and accountable books that were required by the Patrol. Completion of tax exempt forms, petty cash/recoup for 71 Police Officers and 9 Public Servants, payment of invoices by way of vouches, System Purchase Orders (SPO’s), Local Purchase Orders (LPO’s). Monitoring budget by way of maintaining a commitment register, monthly expenditure and transaction lists, payroll costing reports, overtime reports, employee listing reports.

I become proficient in police service registers, police annual/sick leave, relieving allowances register, purchasing equipment, submitting expenditure finance reports, providing assistance to the Management Staff on Patrol issues, become familiar with the new Police Enterprise Agreement, submitted requests for tenders, monitor risk management and workers compensation claims.

It was also required of me to assist in the training of the Patrol Administrative Officer whom originally won the position on a lateral transfer. During short periods of time whilst the Patrol Administrative Officer was absent I had relieved in the position on numerous occasions.