Charlene Makuni
ABN: 77 210 929 603
Mobile: 0434 649 905
Email: [email protected]
Website: www.justcharlene.com.au
Available Monday – Friday 9am – 4pm
Office Administration
• Appointment scheduling
• Email management
• Cloud filing
• Invoicing and billing
• Calendar management
• Document processing
Client Services
• Client onboarding/offboarding
• CRM management
• Client meeting preparation
• Post meeting wrap up
Account Administration
• Opening/closing accounts
• Fee billing
• Forms processing
• Reports preparation/distribution
• Annual client reviews
5 years experience in banking and finance.
