Helen Bainbridge, Ba. JP
A secure yet challenging role that will engender job satisfaction and reward for effort. And won't be a patronising bastard.
Relevant skills Short Courses
Effective Office Management
COIN Financial Software
Writing Operational Policies and Procedures
Writing Effective Business Plans
Writing for Digital Media
Dealing with Difficult People
Parkside InvestorPlus – Financial Planning
December 2000 – May 2009
Practice Manager – Marketing Communications – Executive Assistant
This function entailed ensuring the smooth running of a SME financial planning office including the implementation of policies and procedures which will improve the productivity of staff. Maintenance and updating of HR, office services, database management, records management, general administrative procedures, contract and lease negotiation, event management and monitoring staff achievement against key performance indicators.
Establishment and monitoring of data integrity Maintenance of data rules and the establishment of policies, processes and communication of same to staff.Administration
Ensure adherence to data rules, accuracy and timeliness of delivery.
Ensure upgrades and system requirements are met
Troubleshoot minor IT problems and liaison with Helpdesks on more complex issues
Make recommendations on directory management
Recruited IT Outsourcer for technical troubleshooting
Ensure data backup and restore
Liaison with IT outsourcers for regular maintenance and repair (because my nemesis had a caniption fit whenever she spoke to an IT person)
Establishment of good administration practicesHuman Resources
Documentation and automation of all office procedures from client initiation to implementation.
Maintain awareness of best practice, OH&S and other issues affecting the workplace.
Creation and implementation of policies and procedures affecting the business Orientation, leave, study, OH&S, Disaster Recovery etc.
Engineered myself out of a job cos it's all working like clockwork. Oh and sent an email to one of the partners that was less than 'flattering' three years ago and he never forgave me. He's clearly Devine!
Establishment and maintenance of HR FilesFacilities Management
Creation and maintenance of position descriptions and employee agreements
Establishment and maintenance of regular appraisals
Staff recruitment/dismissal including orientation plans through to termination procedures
Chair and minute meetings
Only person who could stop arguments . . 'Nell, go fix that . ."
Negotiation and maintenance of contracts/licences with goods and service providers
Purchasing – equipment, print, services etc.
Organisation and oversight of two storey refurbishment
Negotiation of leases for office machinery
First point of contact for security company
Painted the office yellow and blue and put pretty frosted glass on the outside. Everyone complained but now they're used to it.
Provision of marketing and communications expertise in the creation, coordination and promotion of products and services. Follow through all marketing initiatives from concept to completion on time and within budget.
Development and revision of client and COI (Centres of Influence) Marketing Plans and associated implementation plans including value proposition
Research, write and submit content for website
Research, write and arrange for publication of promotional materials, including e-newsletters, brochures, newsletters, financial services guide, complex correspondence, quarterly reports, stationery
Establishment and propagation of corporate identity through publications and signage
Organisation and promotion of client incentive events (Reward for Referrals)
Creation and lodgement of all corporate templates for correspondence, forms, plans, agenda, reports etc.
Synthesis of industry and research publications and rewrite into ‘plain English’ for inclusion into client publications and website
Ongoing review of all written materials dispatched from PFG group to ensure consistent client experience and quality
Event Management; Organisation and evaluation of Seminars, mini seminars, workshops, brainstorming sessions, strategic planning sessions, client dinners and events.
Redeemed a client out of a closed fund but managed to fix it and he was one of five who wished me well when I was shafted . .I mean 'left'
Provision of Executive assistance to Partner and daily liaison with clients
Screen phone calls
Diary management and maintenance of task lists via COIN CRM
Screen and distribute mail
Creation of complex correspondence and Records of Advice
Book, record and maintain conference bookings for planners and advise Compliance Officer of any PD points acquired
Participate in records management and archiving
Flight bookings and itineraries
Assist clients with all enquiries on non-advice related issues
Make appointments with clients.
Prepare all documentation related to investments, redemptions, distributions, share trades etc. for client signature and return for all products and investments
Ensure planners meet their service level obligations through diarisation of contact and follow up.
Follow up with fund managers/share registries on client actions and outcomes
Creation and maintenance of compliant client files
Washed tea towels every week for nine years
National Exchange of Police Information
August 1996 – September 2000
Executive Officer – EA and Special Projects Officer
Executive Assistance to the Director including all correspondence, diary management, travel arrangements
Assistance in the development of Business Cases
Coordination of communication between political and geographical police jurisdictions comprising fingerprint specialists, equipment and training providers during $5 million Y2K compliancy upgrade of the National Fingerprint Identification System
Preparation of complex Agenda for governing agency meetings including Police Commissioner and Assistant Commissioner meetings for 8 jurisdictions
Preparation of complex submissions for State and Federal Ministries resulting in the successful granting of funds
Assistance in creation of successful outsource tenders, transition planning and staff retention planning during the transition of this national police initiative from Parramatta Offices to the Department of Defence in Canberra
Prioritisation of workload
Effective interpersonal, and communication skills for handling enquiries relating to often politically sensitive and confidential issues from high level internal and external clients
Maintenance of confidentiality
Development and management of relationships with a diverse range of people
Drove a Lord of the Realm to the airport and he insisted I called him by his first name . .bless!
Organised their closing Christmas party . .great send off!
Regularly do lunch with ex-Nepians!
December 1996 – August 1996
PA/Executive Assistant Contract Assignments through Select Recruitment with:
Olympic Coordination Authority, Transfield Australia, Penrith TAFE, Station 12 Global Shipping Satellites
Amway of Australia
September 1979 - October 1996
Marketing Communications Coordinator/Copywriter
Research, write and edit full colour monthly consumer magazine “Amagram”, full-colour product specific newsletters, Product and merchandising brochures, training manuals and catalogues
Interviewing of Distributors for biographical features
Development of concepts, storyboards and advertisements in conjunction with Art Directors and Graphic Designers
Booking of models, makeup artists and photographers and photographic spaces
Development of product names
Point of Sale Advertising
Voice Over for audio product
Collaboration on advertising campaigns
Administrative duties associated with the position
Dressed up as an Orange for a photo shoot
Met four of the most wonderful people in my life to date! Kenton, Avril, Karen, Jayne.
Just puttin' it out there! Six degrees of separation and all that! See, I haz skillz . .just nobody wantz dem!