Kate Irwin Email & Phone Number

Geraldton, Western Australia, Australia

Geraldton, Western Australia, Australia

Three Springs

• General administration (Emails, Phones, Filing, Data Entry, Faxing)• Receiving payments of Cash, Eftpos and Cheques• Booking all Shire facilities for events• Managing the general inbox enquiries and correspondence• Transacting for Department of Transport agency• Management of all records for the Shire• Processing creditor payments and management of creditors• Assisting in Bank reconciliations• Creation and management of purchase orders• Assist in payroll processing• Corresponding and assisting contract Rangers• Management and creation of community gym memberships• Management of the Cemetery including handling burials, reserving of plots and niche wall spaces• Processing building applications for rate payers• Processing planning applications for rate payers• Creation and management of the minor asset register

Three Springs

• General Teller Duties• Compliance• Customer connection Calls• Balancing of Cash Draw & Safes

Geraldton

General Administration (Emails, Phones, Filing, Data Entry, Faxing)• Receiving payments of Cash, Eftpos and Cheques• Scheduling Work for 5 Technicians including organising out of Town Trips• Liaising with Local Real Estate agents organising Work Orders for Ownersof Properties with Tenants• Creating, Distributing and following up unpaid Invoices• Consolidating Bank Accounts and Credit Cards through MYOB• Entering and Paying expenses into MYOB• Handling dangerous Chemicals correctlyCustomer Advisor

31-33 Hosken Street, Bluff Point, Wa, 6530

• Taking Responsibility of the Cleanliness of the Office• Check Employer Emails if out of the Office• Check any outstanding work on the Workflow software – print task sheet and check off tasks once completed• Client beverages • Take any messages for the Adviser• Sort mail between Employees• Putting calls through to other Employees• Prepare new Client kits and Client booklets • Dictation of file notes• Editing Statement of Advices• Creating and processing Invoices in MYOB• Creating Record of Advices and No Advice Letters• Creating Client Monthly Newsletters• Updating Client Data Bases with Financial Information• Data collection from Clients and Third Parties to complete Fact Find Documents• Gathering Information to proceed with Clients recommendation • Pre Completion of Applications (E.g. Superannuation, Insurance and Bank Accounts)• Following up on Implementation of all recommendation• Sending final Implementation reports to Clients• Monitoring the Compliance of all Statement of Advices and Recommendation• Scan all Client Information in the Clients Electronic File• Creation of Letters and Templates for future use (E.g. Cancellation of Insurance cover Letters and our Office Letterhead)

Sandford Street, Stirling Shopping Centre, Geraldton, Wa, 6530

• Un- Packing Stock• General Cash handling• Use of Eftpos• Cleaning of the Store floor• General Cleaning Duties • Communication with Customers

Certificate 1 & 2 In Business, Business Administration And Management, General

Studied Certifications 1 & 2 In Business

Completed Year 12

Studied Year 12.

Completed Year 11

Studied Year 9 through to Year 11.

Completed Year 8

Studied Year 8.

Completed To Year 7

Studied Pre-Primary to Year 7.