Danielle Whitaker Email & Phone Number

Dartmouth, England, United Kingdom

South Croydon, England, United Kingdom

• 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.

London Area, United Kingdom

• 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.

Torbay, England, United Kingdom

• 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.

Cape Town, Western Cape, South Africa

• 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.

KwaZulu-Natal, South Africa

• 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.

Port Shepstone Area, South Africa

• 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.

Financial Planning And Services

Activities and Societies: n/a Diploma in Financial Planning

Matric Certificate - A Levels Equivalent

Activities and Societies: Representative Council of Learners Matric Certificate - A Levels Equivalent