Summary
Overview
Work History
Education
Skills
Referrals
Industries
Hobbies and Interests
Timeline
Generic

Davina Tahere

Auckland

Summary

Experienced and enthusiastic worker with track record of success across a wide range of industries. Possesses exceptional interpersonal, problem-solving skills to provide advice and expertise to clients, students and organisations improving performances.

Overview

30
30
years of professional experience

Work History

Learning Assistant

Silverdale School
10.2019 - Current
  • Led small group workshop sessions to help students with their learning.
  • Supported interaction between students during group work activities using guided conversation.
  • Facilitated student engagement and collaboration to enhance classroom learning.
  • Assisted in development of learning plans, tailoring lessons and strategies to meet individual student needs for success. Implementing learning strategies when required.
  • Collaborated with teachers and staff members to evaluate program success and alignment with student needs.
  • Mentored new Learning Assistants, sharing best practices and offering guidance on effective teaching techniques.
  • Helped struggling students achieve academic success through targeted interventions and consistent progress monitoring.
  • Participated in ongoing professional development workshops to remain current on best practices in teaching methodologies and emerging trends in education.
  • Promoted positive learning environment through consistent reinforcement of classroom expectations and open communication with students.
  • Supported students in use of technology to enhance their learning.
  • Managed challenging behaviour effectively by establishing clear expectations.
  • Developed and maintained positive, productive relationships with students and families.
  • Contributed to more inclusive curriculum by integrating multicultural perspectives into lesson planning and instruction.
  • Created, collected, and recorded data on student progress to determine next steps for student success.
  • Offered feedback to other providers to effectively address students' needs.
  • Assessed student needs to determine appropriate level of required support.
  • Evaluated student performance regularly using data-driven assessments, guiding instructional decisions to meet individual needs and improve overall outcomes.

Customer Service Consultant - Investment Administration

AMP
10.2013 - 09.2019
  • Withdrawals across all products: Assessing Significant Financial Hardships across all products, QROPS expert, Insurance for NZRT members, Annual Declaration - ensuring employers have signed and declared that they have deposited employers contributions correctly
  • Salary update, updating salaries from employers for members insurance; Surplus Distributions - actioning distribution correctly; Handling escalated complaints or queries; Advisers/ clients/ stakeholders queries; Quality Checking, Annual Statements for NZRT and SSRSS, ensuring they are correct before being released to all employers, members and advisers; Ensuring colleagues have actioned members/ employers or advisers request correctly
  • Provide feedback when necessary or advising where there is training gaps; Process improvements and ensuring processes are current
  • Updating Standard Operating Procedure (SOPs); Compliance, Matrix/ Audit Reporting
  • Raising and solving incidents where compliance requirements have not been met
  • Working with the wider group of AMP to do calculation compensation; Working with Product to ensure clarity of rules, Understanding of the Trust Deed for NZRT and ensure CS are aligned; AML compliance
  • Gained in-depth understanding of company products, systems and policies to give customers expert support.
  • Managed customer escalations to senior staff or management when necessary, ensuring the appropriate level of attention was provided for a resolution.
  • Handled high call volumes while maintaining a courteous and professional demeanor.
  • Developed strong relationships with clients by consistently exceeding expectations in handling requests or concerns.
  • Engaged customers in conversation to uncover needs with probing questions and overcome objections using persuasive techniques.

Investor Relations Consultant

WESTPAC/ BT Funds Limited KiwiSaver
10.2011 - 10.2013
  • Assessing Significant Financial Hardship and Deceased Estates withdrawals forward recommendations to the trustees
  • Rejected applications
  • Maintaining data input
  • Accounts Payable
  • Actioning customers/ solicitors request from withdrawals, deposits, transfers, amendments and other requests on their investments on a timely manner
  • Deceased Estates, Transaction and or Exit Statements
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Enhanced communication among team members, fostering a collaborative and supportive work environment.
  • Created and developed detailed work plans to meet business priorities and deadlines.
  • Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
  • Mentored junior consultants, fostering professional growth and building strong team dynamics.

Temporary Staff

ECLIPSE RECRUITMENT
11.2010 - 05.2011
  • Receptionist at Eclipse Recruitment, Customer Service
  • Department at Curtain Studio - Head Office
  • Investor Relations Consultant at BT Funds Management Limited

Financial Assistant/ Trust Administrator/ PA to Senior Adviser

MONEY MANAGERS/ Investments
10.2001 - 10.2010
  • Maintaining Clients Files and Database
  • Answering clients queries, via telephone and meetings, Distributing clients monitoring reports and updating, Communicate with registries, New Zealand and Australia
  • Monitoring clients maturities in investments, Portfolio amendments
  • Estate portfolios - communicate with Solicitors and Executors, transferring/ withdrawing estate portfolios with an easy transition
  • Ad hoc letters, Secondary Market, Mail outs, Transferring portfolios e.g
  • Individuals to joint - joint to trusts
  • Reconciled statements and accounts and resolved variances.
  • Supported clients'' needs by providing timely responses to inquiries regarding account status or transactions processed.
  • Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
  • Supported annual audits with meticulous documentation and record-keeping, ensuring a smooth process.
  • Ensured compliance with relevant regulations through diligent bookkeeping practices and attention to detail.
  • Contributed to successful project completion by providing timely financial data and analysis to stakeholders.
  • Assisted in the preparation of monthly financial statements, contributing to a more organised system.
  • Produced end-of-year records such as Resolutions of Trustees and IRD forms.
  • Prepared reports used in making key decisions.

Receptionist/ Adviser Support

SPICERS PORTFOLIO MANAGEMENT LIMITED
02.2000 - 10.2001
  • Assist Advisers (4) with their requirements
  • Communicate with administrators (Assure New Zealand Limited), Database - Tracker/ CRM
  • Loading new clients, prospects into database and amendments
  • Financial plans, entering plan details into tracker database creating plan, cleaning and finishing plan, Projection Model - creating graphs for clients (plans) to see how their funds will accumulate over a period of years,
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Corresponded with clients through email, telephone, or postal mail.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.

Receptionist/ Administration Clerk

SPICER & OPPENHEIM
02.2000 - 12.2000
  • Typing correspondences, letters, faxes, deeds etc, Data entry, Creditors, Banking, Filing, Mailing, Looking after Petty Cash
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.

Front Desk/ Cashier

WHITE HERON HOTEL
10.1996 - 12.1999
  • Balanced cash drawer at the end of each shift, ensuring accuracy in financial reporting and minimising discrepancies.
  • Assisted in resolving guest complaints and concerns, ensuring a high level of satisfaction with their stay.
  • Handled phone inquiries professionally, providing prompt assistance or transferring calls as needed for optimal guest service.
  • Enhanced customer satisfaction by providing efficient and accurate cashier services at the front desk.
  • Contributed toward maintaining a positive work environment by supporting colleagues and assisting with cross-training tasks.
  • Provided exceptional customer service by going above-and-beyond when handling unique guest requests or addressing concerns promptly.

Receptionist/ Senior Administrator

WAIPAREIRA TRUST
01.1994 - 12.1995
  • General administration duties, Typing correspondence and documentation e.g
  • Minutes of Meeting, reports, letters, facsimiles and other ad hoc correspondence
  • Handling student enquiries
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Help desk duties regarding courses and registration.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Regular meetings with government agencies to assist student in obtaining funding to attend and complete their courses.

Education

SECONDARY -

Glenfield College
Auckland

TERITARY -

Auckland Institute of Studies
Auckland

Skills

  • Word
  • Excel
  • Internet
  • Outlook
  • Galileo
  • Hospitality Management System 5
  • MYOB
  • Tracker (Database)
  • Client Relationship Management (CRM)
  • Winsales (Database)
  • Talisman (Database)
  • Lotus Notes
  • Salesforce
  • Computer literate
  • Able to cope under pressure
  • Give precise attention to detail/ accuracy
  • High customer services value
  • Able to multi-task and meet deadlines
  • Work with discretion and confidentiality
  • Tidy, oraganised worker
  • Good numeracy skills
  • Office experience
  • Student Engagement
  • Feedback Delivery
  • Motivation Strategies
  • Assessment Strategies
  • Learning Styles

Referrals

Naziya Bhikoo,  021 164 1829, Manager at AMP

Maryann O'Neill, 021 158 4939, Manager at Westpac

Industries

  • Hospitality
  • Education
  • Accounting
  • Financial/ Investment Services
  • Family/ Investment Trusts and Wills

Hobbies and Interests

  • Family
  • Travelling
  • Community involvement
  • Creative activities
  • Multicultural interests


Timeline

Learning Assistant

Silverdale School
10.2019 - Current

Customer Service Consultant - Investment Administration

AMP
10.2013 - 09.2019

Investor Relations Consultant

WESTPAC/ BT Funds Limited KiwiSaver
10.2011 - 10.2013

Temporary Staff

ECLIPSE RECRUITMENT
11.2010 - 05.2011

Financial Assistant/ Trust Administrator/ PA to Senior Adviser

MONEY MANAGERS/ Investments
10.2001 - 10.2010

Receptionist/ Adviser Support

SPICERS PORTFOLIO MANAGEMENT LIMITED
02.2000 - 10.2001

Receptionist/ Administration Clerk

SPICER & OPPENHEIM
02.2000 - 12.2000

Front Desk/ Cashier

WHITE HERON HOTEL
10.1996 - 12.1999

Receptionist/ Senior Administrator

WAIPAREIRA TRUST
01.1994 - 12.1995

SECONDARY -

Glenfield College

TERITARY -

Auckland Institute of Studies

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Davina Tahere