Lisa Swanson
Auckland,Waiake
Summary
Accomplished Executive Assistant, adept in Microsoft Office and showcasing exceptional organizational and communication skills. Spearheaded a customer service database development at AIG East Africa, enhancing operational efficiency and client satisfaction. Proven track record in fostering teamwork, managing confidential information with utmost discretion, and driving significant improvements in office management and executive support.
Overview
40
40
years of professional experience
Work History
Parent Advocate
Aspire, Aoi Poi School
01.2010 - 01.2023
- Regularly participating in online interviews on their websites and conferences.
- Supported families in navigating school systems, leading to better understanding of available resources and opportunities.
- Enhanced parent engagement
- Facilitated support groups for parents facing common challenges, creating a sense of community and shared problem-solving strategies.
- Promoted a positive school culture by advocating for family-friendly policies and practices, benefiting both students and staff members.
Part Time Administrative Assistant
Organising Solutions
06.2008 - 12.2008
- Ensuring seminars ran smoothly, providing all paperwork, notification reminders to participants and payment for courses.
- Reorganisation of filing systems for corporate clients.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Assisted coworkers and staff members with special tasks on daily basis.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Office Manager
AIG East Africa Company Limited
09.1998 - 09.2000
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Increased customer satisfaction by developing effective client feedback system that led to service improvements.
- Implemented comprehensive training program for new hires, improving their integration into team and productivity.
- Management of 3 secretarial staff.
- Executive Secretary to CEO and General Manager
- Working with 4 senior management to ensure smooth running of their departments.
- Developing and implementing customer service database for the company.
- Providing training to staff to manage and maintain customer service database.
Executive Assistant
Mining Company
03.1998 - 09.1998
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Powerpoint presentation work for Managing Director.
Executive Assistant
AMP
03.1997 - 03.1997
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
Executive Services Manager
Australian Business Limited
05.1996 - 03.1997
- Developed and maintained strong relationships with key clients, resulting in increased business opportunities and revenue growth.
- Fostered a positive work environment conducive to collaboration, innovation, and high employee morale by emphasizing open communication channels and inclusive decision-making processes.
- Developed pipeline of potential sales to meet territory sales expectations.
- Managed cross-functional teams to ensure successful execution of high-priority projects within deadlines and budget constraints.
- Implemented technology solutions to streamline operations, increase staff productivity, and improve client service quality.
- Coordinated large-scale events ensuring seamless execution from planning stages through post-event follow-up activities for maximum client satisfaction.
- Enhanced operations and implemented technological innovations in collaboration with senior leadership.
- Integrated new systems for scheduling appointments, managing customer contacts and coordinating retention strategies.
- Established team priorities, maintained schedules and monitored performance.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Office Manager
Chifley Financial Services
05.1994 - 05.1996
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Managed senior-level personnel working in marketing and sales capacities.
Office Manager
EquitiLink Investment Management
09.1990 - 05.1994
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
- Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Receptionist
Citibank, NA
08.1987 - 07.1990
- 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.
F&B Cashier and Night Auditor
Regent Hotel
08.1985 - 08.1987
- Worked flexible schedule and extra shifts to meet business needs.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Maintained a backup of all daily records for all restaurant outlets.
Bank Clerk, Front & Foreign Exchange Desk
Bank of New Zealand
04.1983 - 08.1985
- Maintained security standards by verifying customer identification during transactions as per bank policies.
- Increased customer satisfaction by providing efficient and accurate transaction processing.
- Managed daily balancing tasks for teller drawer, minimizing discrepancies and adhering to audit requirements.
- Developed positive relationships with customers, fostering loyalty and trust in the bank''s services.
Education
No Degree - Update Computer Skills
Ace Training Applied Computer Education
Sydney NSW07.1994
No Degree - Secretarial Studies And Office Administration
Carrington Technical Institute
Auckland, NZ12.1982
High School Diploma -
Mahurangi College
Warkworth, NZ06.1982
Skills
- Excellent writing, communication, and organisational skills
- Proficient in all Microsoft Office programs
- Collaboration and Teamwork
- Patience and Perseverance
- Social media proficiency
- Well presented
Timeline
Parent Advocate
Aspire, Aoi Poi School
01.2010 - 01.2023
Part Time Administrative Assistant
Organising Solutions
06.2008 - 12.2008
Office Manager
AIG East Africa Company Limited
09.1998 - 09.2000
Executive Assistant
Mining Company
03.1998 - 09.1998
Executive Assistant
AMP
03.1997 - 03.1997
Executive Services Manager
Australian Business Limited
05.1996 - 03.1997
Office Manager
Chifley Financial Services
05.1994 - 05.1996
Office Manager
EquitiLink Investment Management
09.1990 - 05.1994
Receptionist
Citibank, NA
08.1987 - 07.1990
F&B Cashier and Night Auditor
Regent Hotel
08.1985 - 08.1987
Bank Clerk, Front & Foreign Exchange Desk
Bank of New Zealand
04.1983 - 08.1985
No Degree - Update Computer Skills
Ace Training Applied Computer Education
No Degree - Secretarial Studies And Office Administration
Carrington Technical Institute
High School Diploma -
Mahurangi College
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