Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elyse Roberts

Timaru,NZ

Summary

Results-driven professional with a strong track record in delivering successful change management initiatives and driving business improvement across diverse environments. Experienced in implementing new systems, optimising operational processes, and leading cross-functional teams through transformational change.

Adept at stakeholder engagement, training delivery, and aligning people, processes, and technology to achieve strategic objectives. Known for a proactive approach to problem-solving, a commitment to continuous improvement, and the ability to navigate complex change with confidence and clarity

Overview

19
19
years of professional experience

Work History

Contractor

Perpetual Guardian Trust
01.2025 - Current
  • Supported the successful implementation of NavOne, a cloud-based wealth management and trust administration system designed specifically for fiduciary and corporate services providers.
  • Led and coordinated the User Acceptance Testing (UAT) phase, identifying issues, ensuring alignment with business requirements, and facilitating smooth sign-off.
  • Delivered comprehensive training to staff, equipping end users with the skills to navigate and use the system effectively.
  • Developed and executed the implementation plan, incorporating best practices in change management to support staff through transition.
  • Acted as the primary support liaison, resolving post-implementation queries and escalating release issues to the vendor and internal IT teams as required.
  • Provided ongoing technical and functional support, ensuring a smooth operational rollout and long-term user adoption.

HR Manager

Alliance Smithfield
06.2023 - 11.2024
  • Maintained accurate and up-to-date HR records in full compliance with legal and regulatory requirements, enabling efficient and reliable data retrieval.
  • Managed employee relations matters with professionalism and discretion, resolving workplace issues promptly while upholding strict confidentiality.
  • Streamlined HR operations by introducing automation to reduce paperwork and manual processes, improving overall departmental efficiency.
  • Facilitated comprehensive induction programs and delivered on-the-job training to ensure smooth onboarding and role readiness for new hires.
  • Developed and implemented workforce forecasting plans to manage staffing levels effectively during seasonal fluctuations.
  • Partnered with departmental leaders to execute workforce planning initiatives that strategically aligned human capital with organisational objectives.

Learning and Development Co-Ordinator

Perpetual Guardian
09.2020 - 06.2023
  • Enhanced employee performance by developing and implementing comprehensive training programs.
  • Supported organisational change initiatives.
  • Collaborated with cross-functional teams to identify skill gaps and design targeted training initiatives.
  • Developed competency frameworks outlining desired skills and behaviours at various levels within the organisation, guiding career progression paths for employees.
  • Designed and developed training material including how to manuals and videos.
  • Trained new hires to perform cross-training exercises with experienced workers.
  • Analysed effectiveness of training programs at all levels and recommended updates.
  • Reviewed and edited all training materials for accuracy and company policy compliance.
  • Participated and contributed to key projects to understand training requirements.
  • Participated in the review and design functionality of new systems to maximise user experience.

Team Lead

Perpetual Guardian
06.2019 - 09.2020
  • Lead a team of high performing employees through effective leadership and team building techniques.
  • Ensure team maintained expected level of chargeable time and continue to met revenue targets.
  • Mentored team members to promote productivity, accuracy, and commitment to client service.
  • Facilitated training for direct reports through coaching and regular performance appraisals.

Client Assistant

Perpetual Guardian
12.2014 - 06.2019
  • Managed multiple tasks simultaneously while consistently meeting deadlines and maintaining attention to detail.
  • Tailored communication strategies for diverse clientele, ensuring clear understanding of available products and services.
  • Improved operational efficiency by maintaining organised records of client interactions and updating databases as needed.
  • Provided administration support for charitable trusts including the review and processing of grant applications.

Personal Insurance Consultant

IAG Limited
01.2006 - 11.2014
  • Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
  • Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.

Education

New Zealand Diploma - NZ Diploma in Business Management

Aspire 2
12-2025

Certificate - Adult and Tertiary Teaching

Perpetual Guardian
01.2023

Certificate - Personal Trust Administration

University of Western Sydney
01.2016

Skills

  • STAFF EDUCATION AND TRAINING
  • COLLABORATION
  • WORKFORCE PLANNING
  • PERFORMANCE IMPROVEMENT
  • COMPLIANCE
  • LEADERSHIP
  • STRATEGIC THINKING & PROBLEM SOLVING

Timeline

Contractor

Perpetual Guardian Trust
01.2025 - Current

HR Manager

Alliance Smithfield
06.2023 - 11.2024

Learning and Development Co-Ordinator

Perpetual Guardian
09.2020 - 06.2023

Team Lead

Perpetual Guardian
06.2019 - 09.2020

Client Assistant

Perpetual Guardian
12.2014 - 06.2019

Personal Insurance Consultant

IAG Limited
01.2006 - 11.2014

Certificate - Adult and Tertiary Teaching

Perpetual Guardian

New Zealand Diploma - NZ Diploma in Business Management

Aspire 2

Certificate - Personal Trust Administration

University of Western Sydney

Similar Profiles

CREATE PROFILE
Elyse Roberts