Detail-oriented and diligent professional with exceptional written and verbal communication skills. Proficient in Microsoft Word, Excel, PowerPoint, Outlook, Xero, Sage Line 50, and internal databases. Demonstrates strong data entry capabilities and excels in time management. A reliable team player committed to delivering high-quality results.
Overview
17
17
years of professional experience
2022
2022
years of post-secondary education
Work History
Finance Administrator
Telemar Yachting
05.2023 - 01.2025
Daily posting of bank transactions into Sage Line 50 including purchase invoices, bank receipts/transfers, customer receipts and staff expenses
Credit control
Respond to email and telephone queries from customers and suppliers
Produce aged debtors’ report to Excel for monthly finance meeting
Organise Christmas party and ad hoc social events
Client Administrator
Sutton Counselling
01.2022 - 05.2023
Booked client assessments and counselling sessions via telephone or website enquiries
Processed payments for assessments onto PayPal account and weekly bank reconciliation
Maintained Google calendar for three counselling rooms
Recorded enquiries, referrals, client creation, appointment booking, uploading of documents and closing client records in Counsel 360 database
Collated data for monthly reporting to Head of Operations
Arranged and conducted induction of new counsellors
Scanned ‘closed’ client files onto shared drive and shredded paper copies
Self-Employed Administrator
Surrey Therapy Practice
11.2018 - 01.2022
Managed and responded to ‘general enquiries’ Gmail inbox
Processed client referrals and added to waiting list
Added client bookings onto Google calendars (one for each of three therapy rooms)
Invoiced therapists monthly (Sage Business Cloud Accounting) for room booking charges and recorded payments onto Excel spreadsheet
Credit control of outstanding charges from therapists
Ad hoc duties: co-ordinated new-therapist documentation, arranged clinic viewings, composed letters/emails from brief instructions and managed stationery supplies
Training Course and Conference Administrator
Babcock 4S Education
Leatherhead
10.2017 - 11.2018
Processed online training course/conference bookings using online booking system
Helpdesk for CPD online log-in problems from School Business Managers
Collated delegate and exhibitor packs and distributed to all attending
Produced ID badges, registers and attendance schedules
Post-event course/conference admin: created and distributed CPD Certificates to delegates
Created post-event feedback using Survey Monkey and exported data onto PowerPoint