Since moving to Australia over ten years ago, my experience spans multiple industries including Professional Services, Finance, Medical and Hospitality. I have worked in customer service, support/administrative and supervisory roles. I am adept in working autonomously and motivated to self-lead yet have proven extensive experience working collaboratively as part of a team. I have clear communication skills, both written and verbal, and an ability to quickly adapt to differing environments and challenges. Being described as ‘professional with a willingness to help’ I am a natural problem solver with an ability to think on the spot. I play an integral role in supporting clients and my team, implementing new systems and processes, streamlining efficiencies; and always looking for ways to make improvements. I am actively invested in corporate social responsibility; having established and currently lead an environmental team with my colleagues which has implemented several initiatives within the workplace creating positive outcomes by reducing our impact on the environment.I am detail orientated, enthusiastic, quick to learn, a multitasker, problem solver and team player; flexible, highly motivated, punctual, adaptable and professional. I have a natural ease in client engagement, am adept in compliance management and an experienced process implementor. Software skills include Microsoft Office, Xplan, Xero, FYI, iFirm, DocuSign and Annature.Outside of work my interests include travel and sport, in particular soccer both as a spectator and playing five a side. I enjoy exploring the Gold Coast having recently relocated, I also don’t mind a good reality TV series.
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Customer Service Officer - Financial PlanningO'Brien Accountants & Advisors Apr 2023 - Sep 2024Ivanhoe, Vic, AuI apply my extensive administrative knowledge and skills to support the Financial Planning Advisors in efficient delivery of client services. I oversee and execute preparation of correspondence to and on behalf of clients, liaise with insurance underwriters and maintain detailed financial data for clients. -
Client Support OfficerO'Brien Accountants & Advisors May 2021 - Apr 2023Ivanhoe, Vic, Au -
SupervisorSchnitz Jan 2018 - May 2021South Yarra, Vic, Au -
Practice AdministratorDr. Woodward Oct 2015 - Dec 2019
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Shift SupervisorGreene King Brewery Jun 2014 - Oct 2015 -
Shift SupervisorCafé Moderno Jan 2013 - Apr 2014 -
Receptionist / Night StaffNomad Hostel Apr 2012 - Jan 2013 -
Sales PromoterTribal Travel Apr 2012 - Jan 2013Tucson, Arizona, Us -
Dining Room ServerMoods Eatery & Cafe Nov 2011 - Feb 2012 -
Dining Room ServerHunstman Carvery Jul 2009 - Nov 2011
Frequently Asked Questions about Dane Williams
What is Dane Williams's role at the current company?
Dane Williams's current role is Client Services.
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