Tracey Clement
Mount Maunganui,Bay Of Plenty
Summary
Results-driven administrative professional with over 20 years of experience in customer service across diverse industries. Proven ability to deliver high-quality outputs through strong prioritization, organizational, and multitasking skills. Demonstrates a methodical approach and analytical mindset, identifying opportunities for continuous improvement and successfully implementing multiple enhancements.
Overview
11
11
years of professional experience
Work History
Programme Coordinator & Contracts Administrator
Body In Motion Physiotherapy
Mount Maunganui
07.2022 - 08.2024
- Working autonomously planning and co-ordinating all aspects of a contract programme and engaging with clients to support them administratively from enrolment through to discharge
- Proactive communication to internal and external stakeholders to support timely actions
- Regular communication across intakes to clients for amendments and dealing with programme issues
- Managing contract and data input and associated administration including updating information and categorising documentation
- Assessing documents for referral appropriateness and errors, client conditions, determining if all information has been provided, and gathering further information if required
- Support uplift in database information, undertake investigations, remediation activities and historical information
- Deliver weekly management reporting input and analysis, including identification of errors and problem solving
- Initiated and executed venue liability requirement form process, changed from hard copy to digital - eliminating administration requirements
- Identified gaps, developed, and implemented an uplift in procedural guides to support correct application of actions
- Online programme roll out providing alternative option for the client
- Client onboarding documentation uplifted to enable multiple contact points verse reliance on phone calls
- Identified and delivered a streamlined billing process
Tank Asset Administrator
McFall Fuel Limited
Mount Maunganui
07.2021 - 07.2022
- Digital record keeping of equipment contracts, asset movements and compliance requirements
- Manage and monitor the tank request and compliance requirements
- Ensure sales personal provide correct documentation and follow up any outstanding actions
- Register new PPSR’s, amendments, discharges and renewals
- Raise purchase orders for new assets, LTO, outright customer purchases and certification visits
- Provide certification renewal reminders in advance to compliance manager
- Monitoring and ensuring all asset WOF’s and registrations are up to date and captured in appropriate authorities’ platforms
- Working closely with sales, service, admin and finance teams ensure tank administration requirements are undertaken in a timely, accurate and efficient manner
- Initiated, developed and delivered digital tank asset movement and purchase forms from hard copy
- This improved accuracy of mandatory information being captured and reduced error rates, accelerating processes into a paperless environment
- Consolidation of historic databases, categorising to eliminate non applicable entries to surface items that require remediation and action
- Reorganised and designed shared email in boxes to enable efficient and effective identification of outstanding actions
Administrator and Compliance Assistant
Govett Quilliam Lawyers
New Plymouth
05.2019 - 04.2021
- Administer all aspects of compliance/AML documentation
- Document management and client database maintenance
- Provide administration support to the team in all areas of the business
- Record, produce and supply all relevant reports and support to the Manager
- Provide direction to GQ Producers and support staff on all compliance/AML related matters
- Keep abreast of compliance/AML updates and changes for myself and the team
- Develop then delivery of ongoing training and training material on compliance/AML across the firm to upskill and grow teams understanding
- Permit and administer AML exceptions
- Management of compliance/AML, exception and training registers
- Approval, review and administration of due diligence matters
- Develop and delivery of the Administration and compliance/AML support process, along with many other various requirements for my newly created role within the Firm
- Introduced AML processes and supporting material to help the teams capture the right information first time and at point of contact providing an enhanced customer experience
- Identified, and delivered the administrative task of updating the vast number of Corporate Trustee Companies required upon the retirement of a Director
- Continuous nurturing and maintaining of client and team relationships face to face and remotely
Administration and Assurance Specialist – Operational Support
TSB Bank
New Plymouth
02.2013 - 05.2019
- Executed administrative tasks using diverse applications.
- Provided guidance on AML protocols and onboarding processes for TSB through direct communication channels.
- Engaged frequently with external clients.
- Authorized exemptions within the network.
- High and low-risk reviews, and random AML onboarding sample testing.
- Fulfilled all reporting requirements.
- Ensured appropriate solutions by collaborating with frontline on critical issues.
- Initiated and delivered the onboarding process to switch from paper to digital.
- Identified onboarding documentation issues, provided, and implemented solutions to streamline the process.
- Identified an innovation opportunity through reporting. This was developed and implemented, removing the process from the assurance team, and reducing the workload by 5 hours per week.
Skills
- Customer service expertise
- Administrative proficiency
- Strong verbal and written communication
- Confident relationship building
- Prioritisation and task management expertise
- Problem solving and ongoing enhancement mindset
- Team-oriented approach
- Data analysis and management
References
Available upon request
Hobbies and Interests
- Beach
- Running
- Biking
- Nature walks
- Friends & Family
Timeline
Programme Coordinator & Contracts Administrator
Body In Motion Physiotherapy
07.2022 - 08.2024
Tank Asset Administrator
McFall Fuel Limited
07.2021 - 07.2022
Administrator and Compliance Assistant
Govett Quilliam Lawyers
05.2019 - 04.2021
Administration and Assurance Specialist – Operational Support
TSB Bank
02.2013 - 05.2019
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