Kelsey Doyle

As the Lead Business Assistant at PwC NZ, I provide dedicated support to six partners within the Financial Advisory Services team including our PwC NZ COO, Private Business Lead partner, FAS lead Partner and 3 other FA partners. My role is pivotal in ensuring the smooth operation of daily activities within the business support team, allowing the partners to focus on delivering exceptional service to our clients. I am the "go-to" person for the team, known for my proactive approach and ability to manage multiple tasks efficiently.

Key Responsibilities (as Lead Business Assistant)

• Coaching Manager for FAS Auckland Business Assistant Team ( 11 direct reports)
• Provided exceptional support during periods of high work volume or staffing shortages to maintain a seamless flow of operations.
• Facilitated strong working relationships among staff members by fostering open lines of communication across departments.
• Managed complex projects successfully from inception to completion while consistently meeting deadlines under pressure situations.
• Developed knowledge of company products and services to make suggestions according to customer needs.
• Interviewing and on boarding of Business Assistant candidates
• Organise FAS exec monthly meetings including creating agendas and ensuring all papers are circulated prior to each meeting
• Attending FAS executive team meetings - noting & following up on actions from each meeting
• Management of the FAS Business Assistant teams capacity, leave, objective setting
• Working collaboratively with team members on various projects across the company
• Organise Partner meetings including off site workshops
• Organise team events including monthly FAS team meetings, Private Business Quarterly meeting, FAS National conference, Promotion drinks, Christmas events and other social events

General Business Assistant tasks

• Administration of signing, notarising and distribution of documents
• Diary management
• Inbox management – responding and actioning all emails
• Processing expenses in Flexi Purchase
• Producing documents, presentations and agendas
• Organise all domestic and overseas travel and accommodation

As a Personal Assistant At PwC, I provided comprehensive personal assistance and administrative support to the Managing Partner, Operations Partner, Head of Private Business, two other Partners, and one Executive Director within the Financial Advisory team. My role extended to managing the Auckland PA team's capacity, leave, and objective setting, while also coordinating capacity and leave for other PAs. I led the interviewing and onboarding of PA candidates and served as a Coaching Manager for FAS Auckland Team Assistants. My responsibilities included organising FAS executive monthly meetings, creating agendas, circulating papers, and attending meetings to note and follow up on actions. I collaborated on projects across the organisation, organised partner meetings, off-site workshops, and various team events, including the FAS National conference and Christmas events. Additionally, I managed diary and inbox activities, processed expenses in Fraedom, and handled the administration of signing, notarising, and distributing documents, along with managing all travel and accommodation arrangements.

• Support Event Manager to ensure all game day events including, Pre-game, half time and post-match entertainment/functions are managed according to the run sheet
• Tasks included: Liaise with production team, Players, Football Manager, Health and Safety Manager, Membership Team and Stadium Staff to ensure a successful execution of the event

• PA Support to Head of Properties and the Head of Commercial services including: Diary Management, Travel Bookings, setting up Video conference and phone conference Meetings, Organised team functions, Invoice processing, Monthly Banking, Admin support for the Property and Commercial Services Team

• Maternity Cover - General office support for the Property and Procurement team, invoicing, travel, stationary ordering and all other office management duties

• Meet & Greet Westpac clients for the executive team, book meeting rooms for staff, keep level 12 & Business Lounge up to the standard required, processing event bookings and set up / IT support for each meeting

• Temporary cover for employee on extended leave - Assisting with the daily running of the CEO office
• Reconciling of accounts and invoicing, Admin assistance of the Executive Team and their assistants whenever required including running errands for the CEO
• Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.

• Meet & Greet Westpac staff and clients, sign in visitors to the building and notify staff of their arrival
• Responded to inquiries from callers seeking information.
• Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.

• Contract assignment during construction of Britomart head office - Process invoices, expense cards, print and collate building plans, attend meetings, take and distribute minutes
• IT migration and other general office duties as requested by Project Administrator