Simone Brett Email and Phone Number

- Supporting 4 partners and their team members within the Financial Services Team of Audit & Assurance.- Proactive inbox & diary management, responding on behalf of Partners’, client liaison,- Advanced PC literacy in Word, PowerPoint, Excel, Outlook, Salesforce, i-Manage, One Note, Adobe PDF Docs, Concur Expenses, PIQ & APS Financial Reporting- ASIC form preparation for Auditors re client engagements, compiling financial reports, audit reports- Research Projects using… Show more - Supporting 4 partners and their team members within the Financial Services Team of Audit & Assurance.- Proactive inbox & diary management, responding on behalf of Partners’, client liaison,- Advanced PC literacy in Word, PowerPoint, Excel, Outlook, Salesforce, i-Manage, One Note, Adobe PDF Docs, Concur Expenses, PIQ & APS Financial Reporting- ASIC form preparation for Auditors re client engagements, compiling financial reports, audit reports- Research Projects using ASIC & Illion Reports for client on boarding- Preparation of Salesforce reporting, various- Tender/proposal preparation and various client facing PowerPoint presentations- Preparation of client round tables, internal/external meetings, AGM's, and various client based events and internal team events.- Updating sales pipeline of existing and potential new clients/projects against existing budgets. - Agenda preparation, collating and managing Salesforce campaigns for client events, IT & catering requirements.- Confidential administrative duties.- Domestic & International Travel arrangements for Partners and staff- Reconciliation of monthly credit card and personal expenses.- Monthly fee billing - Preparation, liaison with credit control and clients- Timesheets, weekly input for Partners.- Preparation of client invoicing and WIP reports- Prioritisation according to stakeholder demands/needs, business strategy/activity and deadlines.- Providing support for our various Charity Partners events/fundraisers- Resourcing support when needed Show less

CRM - Detailed client data/statistics for creation of various eDMs.Co-Project Manage with IS to update existing CRM system and create various Reporting Metrics.Excel – Detailed Reporting Metrics for Sales.Google Analytics Reporting for key clients Sales Evaluating Sales Rep Commission Payments, & Various Sales Competition Incentive Schemes.Creation & Update of Sales Budgets.Sales Actuals v Budget Reporting - Weekly, Monthly, Quarterly, Annual.Business Development &… Show more CRM - Detailed client data/statistics for creation of various eDMs.Co-Project Manage with IS to update existing CRM system and create various Reporting Metrics.Excel – Detailed Reporting Metrics for Sales.Google Analytics Reporting for key clients Sales Evaluating Sales Rep Commission Payments, & Various Sales Competition Incentive Schemes.Creation & Update of Sales Budgets.Sales Actuals v Budget Reporting - Weekly, Monthly, Quarterly, Annual.Business Development & Sales Support.Purchasing of Sales Incentive Program Gifts & Maintaining Gift Register.Events - Offsite Management Roadshows.Dom & Int'l Travel Arrangements, incl. Visa preparation.GM Diary Management, arranging meetings, taking minutes & action items.AMEX & Expenses Reconciliation.Attending Industry Shows/Exhibitions & liaising with prospective customers and sales leads.Client Booking Proposals.Maintaining Company Policies & Procedures.Updating Company Website. Show less

Detailed diary management/monitoring & action of urgent emails for 3 C Suite ExecutivesOrganising internal and external meetings, liaising with stakeholders, agenda & minute preparation, ensuring completion of action itemsPreparation of all meeting materials, arranging suitable external venues, catering and all IS/AV requirements.Extensive international and domestic travel arrangements for Board Members including international site and client meetings for Executive TeamBudgets –… Show more Detailed diary management/monitoring & action of urgent emails for 3 C Suite ExecutivesOrganising internal and external meetings, liaising with stakeholders, agenda & minute preparation, ensuring completion of action itemsPreparation of all meeting materials, arranging suitable external venues, catering and all IS/AV requirements.Extensive international and domestic travel arrangements for Board Members including international site and client meetings for Executive TeamBudgets – responsible for tracking FY Actuals against BudgetMonthly credit card and personal expenses for Executives and ManagersAccounts Payable – tracking and coding of Wind Farm expenses & invoices, preparation for payment by Accounts TeamMonthly timesheet input and reconciliation of team projectsStaff Management – overseeing Junior Admin Assistants & Receptionist/Front Desk duties/workloadWind Farm Stakeholders and Land Owner liaison, organising meetings & community support/fundraising eventsMaintaining a stakeholder dbase and various project folders & legal contracts via SharePointCreation of large mail-outs to various Wind Farm Land Owners, tracking responses & actioning for legal filesCreation of detailed company structures and sub-entities using VisioTitle Searches of Land Owners, liaison with legal team and maintaining filesFacilities Manager -liaison with building managers to ensure smooth functioning of office, negotiation of parking leases, creation of service requests, contact with tradespeople to ensure service requests are fulfilled efficiently and within budget Show less

~ 6 MONTH CONTRACT ~Salesforce, SharePoint, Weekly Team Meeting (Int’l Conf Call) taking of action items and ensuring follow up from each Country Manager,Events - Arranging off-site events, guest speakers, logistics, venue, catering, budget,Travel - Extensive Int'l & Dom Travel for VP, Conference Calls –Scheduling for several parties across numerous int’l time zones,Meetings - Preparation & distribution of minutes & action items, Maintaining Global Intranet Site… Show more ~ 6 MONTH CONTRACT ~Salesforce, SharePoint, Weekly Team Meeting (Int’l Conf Call) taking of action items and ensuring follow up from each Country Manager,Events - Arranging off-site events, guest speakers, logistics, venue, catering, budget,Travel - Extensive Int'l & Dom Travel for VP, Conference Calls –Scheduling for several parties across numerous int’l time zones,Meetings - Preparation & distribution of minutes & action items, Maintaining Global Intranet Site Sales Staff Rewards/Incentive Program, - including the calculation of Worldwide High Performing Sales Staff Rewards, Purchasing Gifts and Maintaining Gift Register,Expense Claims – Reconciliation of AMEX and Forex Expense Claims via Concur Software, Oracle Purchasing & Procurement, Phone Screening for VP & TeamReason for Leaving: Contract term finished Show less

Client Services, CRM, MRS Financials, Financial Sales Reporting, Adviser Support, Business Development, Monthly Multi-Channel Reporting, ASIC AFSL & ABN Searches & Reporting, Intermediary Agreements, Event Management, Adviser Training/Compliance Seminars, Client Meetings, Verifying Financial Applications, SoAs, Prep of Presentations & Fin Data,Reason for Leaving : Redundancy of Aus-Wide Business Development Team

EA to National Sales Manager & GM Operations, Arranging Extensive Domestic Travel, Meetings and provided additional support to the GMMargin Lending Board Minutes, Office Management, National Distribution Team - Sales Support, OH&S, Building/Facilities Management, Maintaining the Sydney Office BCP - Business Continuity Plan

Diary & Email Management for GM of OperationsOrganized extensive Int’l & domestic travel for GM, Team and Project MgrsInt’l conference calls for several time zones Minutes, agenda & action items for weekly team meeting incl catering, and IT req’sEscalating Help Desk and Data Centre issues/outages through to senior management for quick resolutionMonthly reporting of Operations metrics via PowerPoint, Word & ExcelOracle Software - Expense Claims & PurchasingPetty cash… Show more Diary & Email Management for GM of OperationsOrganized extensive Int’l & domestic travel for GM, Team and Project MgrsInt’l conference calls for several time zones Minutes, agenda & action items for weekly team meeting incl catering, and IT req’sEscalating Help Desk and Data Centre issues/outages through to senior management for quick resolutionMonthly reporting of Operations metrics via PowerPoint, Word & ExcelOracle Software - Expense Claims & PurchasingPetty cash & reconciliation for 300 staff Show less

Client Services, Financial Reporting of portfolio, Client Meetings, Ongoing Analysis of Insurance Portfolio with UnderwriterLiaising between inured customers, Underwriters and F& I Mgrs re underwriting matters, daily reconciliation and processing of insurance premiums and payments, attending client conferences

Personal Assistant to Investment Services Partner & Team, client correspondence and portfolio position docs incl. relevant financial PDFs, arranging client meetings, monthly breakfast club presentations to vip clients incl presentation, catering, taco management, franchising client materials, arranging team events.