Lynette Hill Email & Phone Number

Melbourne, Australia

Implement organizational and regulatory compliance in efficient and client focused mannerLead organizational changeImprove work efficiencies, implement business structures and process frameworksManage people, including ensuring team support structures are maintained while supporting flexible work arrangements Reconciliation of monthly, quarterly and yearly revenue reportsManage client events consistent with brand recognition and protectionPreparation of client quarterly portfolio reviewsManage Self-Managed Super Fund end of financial year compliance tasks and processesManage the end to end process of client investments including Initial Public Offerings (IPO’s)

Perth, Australia

· Culture carrier for JBWere and assist Head of Advice to ensure the team feels supported and cohesive· Provide regular reporting to Head of Advice· Manage the business within the risk management and compliance guidelines· Ensure all team members are compliant· Disaster recovery and business continuity planning and monitoring· Day to day running of the office· Work with Head of Advice on strategy to deliver results in line with the Business Plan· Event Management· Approve Expenses· Approve Leave· Floats and Placement coordination

Melbourne, Australia

• Balancing team revenue spread sheets and commissions• Develop and maintain client databases including Sophisticated Investor Register, investment records and client information• Managing end to end process of client investments• Business expenses, travel coordination and diary management• Preparation of presentations, reports and meeting documentation• Room and catering bookings• Appointment bookings• Processing client’s investment transactions• Opening and tracking of new accounts• Client Invoicing and invoice tracking• Provide general and financial administration support to entire team and Private Wealth Management department as required

Melbourne, Australia

3 month contract position for Australian Open 2010• Diary and appointment organisation• Provide general administration support to Site department and contractors as required• Administration of Site Contractor Accreditation and Car Parking requirements• Administration and Co-ordination of supply of portable building and marquee keys• Tracking of consultancy and staff hours; forecasting against budget• Track and maintain contractor safety compliance forms ie. Public & Product liability, CI Card, Licenses, final build plans etc.• Action and track Event Business Management System job requests• Tracking and documentation of Site Office equipment; two way radios, access cards etc• Produce Australian Open 2010 reports for review by the Site Operations department.• Assist with word processing, data input, producing reports and event procedures

Melbourne, Australia