- Music
- Hiking
- Skiing
Nicole Hart
Kelowna,Canada
Summary
A committed and detail-oriented practice leader with over eight years in operations and client service, I enjoy creating organized, efficient workflows that keep things running smoothly and clients satisfied. My experience spans managing client relationships, guiding team growth, and ensuring compliance, all with an emphasis on simplicity and high-quality service. I thrive in fast-paced environments and am passionate about making improvements that support both the team and our clients. I’m dedicated to keeping things on track, meeting client needs, and fostering a positive, productive workplace.
Overview
13
13
years of professional experience
Work History
Client Coordinator
CTB Advisory
05.2016 - Current
- Organize operations and procedures to optimize business functions, including workflow and practice management.
- Oversee staff scheduling, training, and team development to maintain operational efficiency and promote a cohesive team environment.
- Deliver exceptional customer service, promptly addressing client inquiries within compliance standards.
- Manage client records, contracts, and Xero subscription accounts, ensuring accurate documentation and accessibility.
- Coordinate marketing initiatives, such as graphic design, social media management, and newsletters, enhancing brand visibility.
- Execute corporate events, client engagements, and compliance tasks, including ASIC registrations and ATO lodgement applications.
- Administer accounts receivable/payable and assist clients with government stimulus applications, supporting financial stability and compliance.
- Develop audit insurance services and facilitate entity setups, enhancing client experience and satisfaction.
- Maintain and update company website and efficiently manage remote work operations, promoting seamless digital engagement.
- Oversee accounting, budgeting, and financial reporting, ensuring transparency and effective fiscal management.
- Develop strong relationships with clients, ensuring a high level of care and satisfaction throughout their experience.
- Ensure compliance with accounting regulations, staying informed on industry standards and best practices.
- Evaluate practice workflows regularly to identify areas for improvement and implement necessary changes efficiently.
- Improve practice revenue through effective financial management and strategic cost reductions.
Event Assistant
Bedazzled Events
11.2014 - 12.2015
- Coordinated event logistics, ensuring seamless execution by liaising with vendors and managing staff training
- Led on-site event operations, providing support to staff and ensuring client satisfaction
Administration Assistant/Personal Assistant
Plega Healthcare
01.2013 - 08.2014
- Managed front-desk responsibilities, including client interaction, call management, and order dispatch
- Utilized MYOB for cash handling and reporting; created monthly financial forecasts and analysis
- Oversaw office inventory, distribution of mail, and assisted with project coordination
Manager’s Assistant
Darrell Lea Chocolate Shops Pty Ltd
11.2011 - 07.2012
- Delivered excellent customer service, trained staff, and managed inventory and merchandising
- Supported daily administration, including banking and phone service
Education
Marketing and Public Relations
Swinburne University of Technology
Melbourne, Australia01.2019
Certificate in Event Planning -
Courses For Success
01.2016
Certificate in Wedding Planning -
Courses for Success
01.2014
Diploma in Christian Ministry and Theology -
Unity College Australia
01.2011
Skills
- Operations Management
- Time Management Expertise
- Strategic Planning
- Team Building & Leadership
- Communication & Presentation
- Strong Organization
- Customer Relationship Management (CRM)
Interests
Timeline
Client Coordinator
CTB Advisory
05.2016 - Current
Event Assistant
Bedazzled Events
11.2014 - 12.2015
Administration Assistant/Personal Assistant
Plega Healthcare
01.2013 - 08.2014
Manager’s Assistant
Darrell Lea Chocolate Shops Pty Ltd
11.2011 - 07.2012
Certificate in Wedding Planning -
Courses for Success
Diploma in Christian Ministry and Theology -
Unity College Australia
Marketing and Public Relations
Swinburne University of Technology
Certificate in Event Planning -
Courses For Success
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