Angela Adcock
Christchurch,Canterbury
Summary
Caring professional prepared to deliver case management and client advocacy. Dedicated to helping others achieve progress toward goals and meet specific needs. Wide-ranging knowledge of applicable services and professionals appropriate for clients.
Overview
22
22
years of professional experience
Work History
Youth Mentor Volunteer Coordinator
Presbyterian Support Upper South Island
03.2020 - Current
- Coordinated team-building group activities to promote socialization.
- Managed aspects of program activities and services, overseeing operations of volunteers and mentors and personally corresponding with key donors.
- Supported volunteers by providing training, mentoring, developing and delivering resources and identifying and cultivating partnerships to support volunteers.
- Delivered community presentations to educate about programs and services offered by organization and inform general public on how to volunteer.
- Screened volunteers applying for service, interviewing, reviewing application documents and running background checks on prospective volunteers.
- Performed skills assessments to link volunteers to roles matching individual skills and competencies.
- Recruited and trained new volunteers on volunteer program goals and objectives.
- Coordinated team-building activities and celebratory events for volunteers and mentors.
- Held volunteer seminars and training sessions to promote solidarity between volunteers and understanding of mission and goals of organization.
- Developed volunteer policies and procedures, codes of conduct, and volunteer standards.
- Developed volunteer policies and procedures, handbooks and guidelines for volunteers.
- Developed and implemented training modules for volunteers and mentors, bringing program participants up to speed on standard operations.
- Tracked volunteer applications and conducted background checks to facilitate participation in volunteering programs.
- Provided leadership, guidance and support to staff members.
- Established and maintained relationships with key stakeholders.
- Coordinated with community stakeholders for successful implementation of social and community service initiatives.
- Conducted community workshops to promote different programs and educate public on available services.
Financial Advisor
Presbyterian Support Upper South Island
03.2020 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Presented financial plans and investment recommendations to clients.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted clients with budgeting and cash flow management.
- Informed clients of strategies for reducing debt and maximizing savings.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Studied financial documents to identify potential areas needing improvement.
- Implemented exit strategies for clients to transition out of investments.
Youth Worker
Presbyterian Support Upper South Island
11.2017 - 03.2020
- Organized and facilitated recreational activities to engage youth in positive, team-building experiences.
- Managed and led activities promoting growth in mental, emotional, and educational areas.
- Assisted in identifying and reducing barriers to youth engagement and development.
- Provided key emotional support to special needs youth.
- Supervised youth in residential and community-based programs to minimize risks and offer support.
- Developed and delivered educational workshops to support youth in understanding and navigating real-world experiences.
- Completed necessary reports and documentation to maintain thorough, accurate case records.
- Facilitated youth development and leadership programs for young people from diverse backgrounds.
- Developed and maintained relationships with community organizations and agencies.
- Facilitated outreach activities to build community awareness.
- Improved clients' coping with routine life activities such as food budgeting and rental payments.
- Collaborated with various stakeholders to promote social services.
- Monitored progress towards service plan goals.
- Provided support to social service clients in navigating available resources.
Community Compliance Officer
Inland Revenue Department
01.2011 - 01.2017
- Developed and maintained compliance database, tracking all compliance activities and documents.
- Responded to employee inquiries regarding compliance regulations and procedures.
- Maintained up-to-date knowledge of current and emerging compliance regulations.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Collaborated with internal and external stakeholders, auditors and legal counsel to confirm compliance with applicable laws and regulations.
- Maintained up-to-date knowledge of applicable laws and regulations.
- Advised clients on compliance fraud and investigations, as well as potential remedies and required actions.
Tax Specialist
Inland Revenue Department
01.2002 - 01.2011
- Managed tax submissions and made sure all information complied with regulations.
- Maintained thorough and current understanding of applicable tax laws.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Reviewed financial statements for accuracy and integrity.
- Maintained compliance by adhering to current tax laws and regulations.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Analyzed financial records to verify accuracy of tax returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Researched complex tax issues utilizing online resources and professional tax software.
Education
High School Diploma -
Cambridge High School
Cambridge, NZ11.1992
Skills
- Youth Mentoring
- Supply Management
- Activity Planning
- Student Mentoring
- Event Coordination
- Community Outreach
- Program Planning
- Referral Coordination
Timeline
Youth Mentor Volunteer Coordinator
Presbyterian Support Upper South Island
03.2020 - Current
Financial Advisor
Presbyterian Support Upper South Island
03.2020 - Current
Youth Worker
Presbyterian Support Upper South Island
11.2017 - 03.2020
Community Compliance Officer
Inland Revenue Department
01.2011 - 01.2017
Tax Specialist
Inland Revenue Department
01.2002 - 01.2011
High School Diploma -
Cambridge High School
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