Hi, I'm Danielle Phillips the Founder of Sage Executor Solutions.I realised the importance of a service to provide support to a deceased person’s family and Executor of the Will, when I lost both of my parents at the age of 35 during the Covid-19 pandemic.After countless hours of being placed on hold, weeks of following up paperwork and often being given the wrong documentation to complete, I immediately recognised the need for a roadmap that could effectively lessen the pressure and confusion around what to do next when someone dies.In my experience, grief for the loss of my parents had to come second to an overwhelming amount of paperwork and array of cumbersome processes that I had to navigate after their death. For more than 12 months after they died, it was a nonstop merry go round of making phone calls, waiting on hold, coordinating documents to be certified and completing paperwork. For me, the process of helping clients during such a difficult time is more than just a business, it’s personal. Whilst I hope there is not a time that you or someone you know may need my services, I know that until we discover the secret to immortality, this simply isn't the case.I do hope that through connecting with each other that Sage Executor Solutions can lighten the load by guiding you through after death administration so that you can get on with the most important next step: Your healing.
-
Wea TutorWea Adult LearningAdelaide, Sa, Au -
FounderSage Executor Solutions Oct 2023 - PresentAustralia -
Wea TutorWea Adult Learning Jul 2024 - PresentAdelaide, South Australia, AustraliaTeaching the wider community on the ins and outs of deceased estate administration, so YOU can feel more confident if you are ever tasked with the process as an Executor of the Will. -
Manager | Office Space, Coworking & Virtual Office SolutionsServcorp Sep 2006 - Jan 2022Adelaide, South Australia, AustraliaVirtual, CoWorking and Serviced Office SalesBusiness DevelopmentTeam Hire and TrainingOpening new floors internationallyBilling and AdministrationClient Liaison and Customer ServiceIncrease revenue month on month and year on yearExceed the operating profit as projected with General Manager Ensure ‘loss on sale of product’ does not exceed projected amount per month.Team churn not to exceed 40% per annum.Key Attributes• Attitude:o Positive – can do.o Enthusiastico Confidento Honest & Sincereo Approachable and great smile• Communication Skills:o Articulateo Good Listenero Both written and spoken• Customer Service Focused:o Partnership Buildero Genuine interest to help clients• Professionalism:o Interested in businesso Well Presentedo Commercial• Leadership:o Leads by exampleo Engages all team memberso Proactive• Management Skills:o Time management skills – work to deadlineso Eye for detailo Multitask• A solutions provider:o Ability to work logically through problems to a solution• Results Orientated:o Motivated by achievemento Want to Wino Love to Sello Seeking Responsibility and Accountability• Culture Fito Positive Energyo Ability to embrace and maintain 5 star standardso Add Valueo Results FocusedKPIs•Increase revenue month on month and year on year•Exceed the operating profit as projected with your General Manager for your location.•Ensure ‘loss on sale of product’ does not exceed projected amount per month.•Team churn not to exceed 40% per annum. -
Personal Assistant/It Administrator/Relief ReceptionistServcorp Jun 2007 - Feb 2008Sydney• Maintain the highest level of confidentiality for Servcorp and every client.• Maintain a professional and friendly rapport with clients. • Understand each client’s business to better assist the client.• Assist client with administrative tasks in a specific time frame as advised by the client.• Provide accurate quality work and value for money.• Educate clients on the Servcorp systems and IT solutions.• Exceeding the client’s expectation by being efficient, accurate and helpful. • Look after Servcorp traveling clients.• Liaise with all office clients on a daily basis face to face.• Contact all Virtual Office clients on a regular, rotating basis• Provided Personal Assistant duties to the Management team and multiple VIP clients.• Extensive diary management for multiple clients, to successfully and efficiently coordinate multiple clients meetings.• Precise entry of invoices and account charges into the billing system for processing.• Creation of purchase orders for invoice payments and verification of invoices for Management approval and payment.• Professional preparation of correspondence, documentation and presentations. • Accurate and prompt word processing and data entry.• Efficiently managed multiple clients and Managements soft and hard copy filing systems.• Designed and created promotions to use in marketing campaigns.• Assisted clients with enquiries and complaints in a professional and friendly manner.• Exposure to sales. Including successfully drawing up contracts and lease agreements. • IT experience and understanding with the ability to liaise with clients, team and IT personnel regarding IT issues competently.• Computer and telephone programming, including setting up new client’s telephone, internet and printer connections. Assigning VLAN’s and maintaining records and communications room. -
ReceptionistServcorp Sep 2006 - May 2007Sydney•Directing sales enquiries to the designated Manager, promptly and professionally•Professionally manage incoming calls. All calls to be answered within 4 rings.•Accurately allocate phone numbers and phone set up for clients.•Test all communication set ups.•Record all first voicemails for new clients.•Record all welcome messages for new clients.•Booking travel / hotel / theatre arrangements. •Liaison with Building Management in attending to air conditioning, lights and cleaning•Received and managed telephone calls for over 150 separate companies on 6 incoming lines.•Client and team telephone programming including entering all details accurately into the company database.•Liaised with all companies clients appropriately to ensure satisfaction for the client and the associated company.•Coordinated Boardroom and meeting room bookings for multiple clients, including arranging appropriate catering and AV requirements.•Arranged and monitored client and team security card access to the building.•Organised and arranged incoming and outgoing mail for distribution.•Arranged couriers and completed end of month reconciliations.•Maintained office stationery supplies and completed end of month reconciliations.•Accurate and prompt word processing and data entry. -
Food And Beverage AttendantStamford Hotels & Resorts Feb 2004 - Sep 2006Ryde, NswBar supervision, stock management and ordering, customer service, barista, til operation, restaurant, room service, functions and events. -
Assistant ManagerBetts Group Pty. Ltd. Jan 2003 - Jan 2005Burwood, NswStock control and rotation, stock orders, stocktake, budgets, merchandisng, team management, rosters, customer service, OH&S management, til operation, open and close procedures -
Customer Service RepresentativeMcdonald'S Corporation Jun 2000 - Jul 2001Customer service, Cash and til handling, Open and Close, Cleaning duties, Food preparation
Danielle Phillips Education Details
-
Harrison Training GroupDip. Business Management -
Harrison Training GroupTae40110 Training And Assessment -
ReisaProperty Services -
Ryde College Of TafeDistinction Average
Frequently Asked Questions about Danielle Phillips
What company does Danielle Phillips work for?
Danielle Phillips works for Wea Adult Learning
What is Danielle Phillips's role at the current company?
Danielle Phillips's current role is WEA Tutor.
What schools did Danielle Phillips attend?
Danielle Phillips attended Harrison Training Group, Harrison Training Group, Reisa, Ryde College Of Tafe, St. Scholasticas College.
Who are Danielle Phillips's colleagues?
Danielle Phillips's colleagues are Lesley Venning, Mina Golkar, Juan Yela Martínez, Rick Murless, Sonja Hagen, Julia Penfold, Lesley Brookes.
Not the Danielle Phillips you were looking for?
-
Danielle Phillips
Social Science Graduate | Specialising In Security, International Relations And Criminology | Focused On Social Impact And Public PolicySt Helens Park, Nsw -
1cba.com.au
-
Danielle Phillips
Senior Advisor, Diversity, Equity, Inclusion And Wellbeing At Norton Rose FulbrightMelbourne, Vic -
Danielle Phillips
Sydney, Nsw
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial