Was a Piano Teacher alongside my Bookkeeping Service for 15 years
Open To Work
Linda Otter
Wellsford
Work Preference
Summary
Dedicated professional with a robust background in customer service and financial administration. Skilled in relationship building and new business development, consistently achieving measurable improvements in customer engagement and retention.
Overview
49
49
years of professional experience
Work History
Banking Intern
ANZ
Auckland - Cnr Queen & Victoria Street
01.1977 - 1979
- Assisted in processing customer transactions and managing account inquiries.
- Essentially was called a Cadet. Checked the cheques, provided cheque books and sorted mail to departments
- Trained to be a teller.
- Supported team in maintaining compliance with banking regulations and operational procedures.
Bookkeeper
Self-employeed
Auckland
1999 - 2014
- Utilized accounting software to track accounts payable and receivable efficiently.
- Reconciled bank statements with ledgers to ensure accuracy in financial reporting.
- Developed and implemented streamlined bookkeeping processes for improved efficiency.
- Managed daily financial transactions and maintained accurate records of income and expenses.
- Created monthly financial reports to provide insights into business performance trends.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Completed payroll for employees and maintained detailed records of procedures.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
Sales Executive
Various Roles
Auckland
1991 - 1999
- Negotiated contracts and closed deals, contributing to overall revenue targets.
- Presented product demonstrations to potential clients, highlighting key features.
- Collaborated with marketing team to create targeted promotional materials.
- Provided training and support to new sales team members for effective onboarding.
Sales Executive
Chaucer Press Limited
1985 - 1990
- Developed and maintained strong client relationships to drive sales growth.
- Conducted market research to identify new sales opportunities and trends.
- Utilized CRM software to track customer interactions and sales pipeline.
- We had no marketing team so as Sales we were cold calling and prospecting door to door for business
Data Entry Clerk
NZI
Auckland - Downtown
1982 - 1985
- Entered and updated customer data in database with high accuracy
- Verified documents for completeness and compliance with company
Teller
Bank of New South Wales
Auckland - Cnr Karangahape Road & Queen Street
1979 - 1982
- Processed daily transactions with accuracy and efficiency.
- Assisted customers with account inquiries and service requests.
- Maintained cash drawer, ensuring compliance with bank policies.
- Educated clients on banking products and services to enhance customer experience.
Business Owner
Quinovic Warkworth
Warkworth
06.2016 - 04.2026
- Boosted revenue by identifying new business opportunities and diversifying product offerings.
- Implemented effective marketing campaigns, increasing tenant engagement and retention.
- Developed comprehensive operational strategies to enhance property management efficiency.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Analyzed market trends to inform pricing strategies and optimize rental income.
- Streamlined maintenance processes, reducing response time for tenant requests.
- Established strong customer relationships through excellent communication and attentive service.
- Trained and motivated employees to perform daily business functions.
- Managed day-to-day operations, ensuring smooth workflow and client satisfaction.
Property Manager
Bayleys in the North
Mangawhai
04.2015 - 06.2016
- Managed tenant relations by addressing concerns and facilitating communication between landlords and occupants.
- Coordinated property maintenance schedules, ensuring timely repairs and upkeep of facilities.
- Conducted regular property inspections to identify issues and maintain compliance with safety regulations.
- Assisted in preparing detailed property reports, enhancing transparency for stakeholders.
Education
Sixth Form Certificate - Various
Glenfield College
Glenfield, NZ12-1976
Real Estate Sales Person License - Real Estate
Unitech
Albany, NZ01-2014
Skills
- Customer service
- Client engagement
- Attention to detail
- Goal-oriented approach
- Relationship building
- Financial analysis
- Client acquisition
- New business development
- Financial administration
- Property management software
- Calendar management
- Data management
Accomplishments
Building a successful franchise over the last 10 years.
Interests
Additional Information
My first after shcool job was at the Birkenhead Library filing the books back on the shelves. Fiction and Non-Fiction. I understand the Dewey System.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Software
MYOB
Xero - although not used for the last 15 years
Microsoft 365
Languages
English
Timeline
Business Owner
Quinovic Warkworth
06.2016 - 04.2026
Property Manager
Bayleys in the North
04.2015 - 06.2016
Banking Intern
ANZ
01.1977 - 1979
Real Estate Sales Person License - Real Estate
Unitech
Sixth Form Certificate - Various
Glenfield College
Bookkeeper
Self-employeed
1999 - 2014
Sales Executive
Various Roles
1991 - 1999
Sales Executive
Chaucer Press Limited
1985 - 1990
Data Entry Clerk
NZI
1982 - 1985
Teller
Bank of New South Wales
1979 - 1982