Marsh - Admin & Customer Service - Sydney, NSW, Australia

Natalie Marsh

Sydney, NSW, Australia

Services

Admin & Customer Service

Summary:

• Proven ability to participate and complete the task at hand
• Ability to liaise with a broad range of people at all levels
• Proven success in establishing good working relationships with clients and colleagues
• Proven high aptitude and ability for numerical and clerical checking tasks
• Computer literate and quick to pick up new applications

Work History

Store Packer

Palm Beach Collections t/as BOGYP PtyLtd

February 2011 - December 2012

* Preparing and cleaning candles for packaging
* Organising packaging of candles, boxing and stacking of candles for orders
* Cleaning and organising jars for wicking in preparation for pouring of wax
* Wicking jars of all types
* Maintenance of dishwasher for cleaning of jars
* Heavy lifting and carting of boxes full of jars
* Stocktaking of wicks and glue for glue gun

Office All-rounder

Associated Planners t/as Five Pillars Financial Planning

August 2002 - March 2004

* Full reception duties including answering the telephone & greeting clients
* Attending the office and making refreshments if required
* Implementation of all client superannuation, risk and other product/service recommendations, and checking for accuracy throughout the implementation period and upon finalisation
* Maintaining the client data base and updating with new or amended information as required
* Communicate with clients as required in a clear, accurate and personable manner
* Creation and processing of routine correspondence
* Support other members of the team in the preparation of correspondence, promotional material or reports
* Ensure computer backup is carried out at least twice a week
* Client telephone contact to confirm appointments and follow-up outstanding requirements
* Update and manage the Meeting Room diary
* Collect mail from post office daily, open and distribute accordingly
* Organise and deliver mail to posting box each afternoon and maintain petty cash tin
* Overseeing and maintaining office supplies including Brochures from Fund Managers and Life Offices, mail supplies and routine office supplies.

Senior Consultant

Mellon Pty Ltd (previously Buck Consultants)

August 1999 - July 2002

• Typing of correspondence using Microsoft Word, preparation and payment of invoices
• Preparing spreadsheets and reconciliations on Microsoft Excel
• Preparing quarterly administration reports for fund Trustees
• Processing investment switches and Re-balancing of investments (redeeming and investing)
• Liaising with clients and members, Mellon consultants, advisor offices and other financial institutions
• Processing surcharge assessments and payment to the Australian Taxation Office
• Handling the process of Salary Continuance Claims for Insurer to assess and then paying the benefits
• Handling the process of Death Claims and TPD Claims for Insurer to assessment
• Handling underwriting requirements for Insurer to assess
• Processing Annual Reviews – reconciliations, benefit testing and printing statements.

Fund Administrator

Colonial Bank

September 1999 - December 1999

• Logging on the work tracking system of all mail received
• Training the clerk on how to use the mail tracking system
• Processing transfers from the Master Trust to the Personal Fund
• Training and development of New Staff.

Fund Administrator (4 years)

Associated Planners Financial Management (Strategic Super)

September 1995 - August 1999

• Processing withdrawal quotes and benefits
• Checking calculations and organising benefit quotes and payments
• Typing of correspondence using Microsoft Word
• Liaising with members, advisor offices and other financial institutions
• Maintenance of correspondence follow-up system
• Setting up new memberships and checking all details
• Relief on reception.

Fund administrator (6 years)

CSR Limited

November 1989 - August 1995

• Setting up new memberships on computer
• Processing withdrawal benefits and checking the calculations
• Organising benefit payments and group certificates
• Typing of correspondence using Microsoft Office
• Answering member, location and other institution enquiries regarding members accounts and benefits
• Maintenance of filing system for new and withdrawing members
• Liaising with business unit locations regarding correct documentation for new and withdrawing members.

Bank Clerk

National Australia Bank

February 1989 - October 1989

• Setting up new memberships on computer
• Processing withdrawal benefits and checking the calculations
• Organising benefit payments and group certificates
• Typing of correspondence using Microsoft Office
• Answering member, location and other institution enquiries regarding members accounts and benefits
• Maintenance of filing system for new and withdrawing members
• Liaising with business unit locations regarding correct documentation for new and withdrawing members.

Office Assistant (Casual in School Holidays for 4 years)

The Association of Employers of Waterside Labors

April 1984 - August 1988

• Mailroom duties, correspondence/deliveries, filing and photocopying
• Transmission of facsimile messages
• Preparing board rooms for meetings, making morning and afternoon teas

Projects

Volunteering in 2013 Special Olympics in Newcastle

Duties included:
* Handing out accreditation cards and bags of information to volunteers
* Organising shirts for Volunteers
* Taking photos and transferring to a disc
* Setting up and printing accreditations for volunteers
* Organising athletes into their lines ready for their race
* Work Health and Safety (WH&S)

Qualifications & Certifications

Certificate II in Tourism

TAFE NSW

HSC

Cheltenham Girls High School

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Natalie Marsh provides the following services:


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