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Last 6 mos.
All-time
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Hours:
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Assignments:
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Location:
Mountain View, United States (GMT-08:00)
English Skills:
(self-assessed)
5.0
Member Since:
June 11, 2009
Last Worked:
oDesk Ready:
Yes
Miechelle Hart
-
"
Portfolio Manager/Administrator/Client Service/Paralegal
-
Freelance
Consultant
,
United States
"
Permalink :
$8.89
/hr
Overview
Résumé
Work History & Feedback (0)
Tests (1)
Portfolio (0)
I administered deceased estates, bankruptcies, trusts and conservatorships for 18 years during which time I have developed a very strong skillset comprising client relationship management; forensic accounting; legal research; document drafting and application; asset management; investment and financial advisory service provision. I then purchased and ran a talent agency using the aforementioned skill set and adding to it with website and database design and maintenance, networking,...
I administered deceased estates, bankruptcies, trusts and conservatorships for 18 years during which time I have developed a very strong skillset comprising client relationship management; forensic accounting; legal research; document drafting and application; asset management; investment and financial advisory service provision. I then purchased and ran a talent agency using the aforementioned skill set and adding to it with website and database design and maintenance, networking, marketing and start up skills including the setup of a bookkeeping system, project management, legally setting up a business entity, managing staff, design and implementation of process and operating systems. I am seeking opportunities to apply my knowledge and experience as you or your business needs them.
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Buyer ID
From/To
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See All Tests Taken
(1 items)
oDesk Tests Taken
Name of Test
Score
Percentile
Date Taken
Duration
oDesk Readiness Test for Independent Contractors and Company Managers
5.00
67%
1st Place!
06/12/2009
26 min
Job Category Interests
Networking & Information Systems
DBA - Database Administration
Writing & Translation
Blog & Article Writing
Creative Writing
Administrative Support
Data Entry
Personal Assistant
Web Research
Email Response Handling
Transcription
Other - Administrative Support
Customer Service
Customer Service & Support
Phone Support
Other - Customer Service
Business Services
Financial Services & Planning
Legal
Skills
Skill
Experience
Level
Last Used
Description
Portfolio Administration
22 yrs
5.0
2009
Day to day administration of portfolios of clients, investments, assets, property, legal matters.
Certifications
Date Earned
Name
Score
Percentile
Organization
Description
No Certifications
Employment History
From
To
Company
Title/Role
Description
01/2005
Present
Fresh Character Agency
Talent Manager/Owner / Manager
Purchased a startup talent agency and designed operations including database and website whilst signing up new talent to represent as also finding new work providers for them. I have 350 signed up talent who work for 120 production companies and of whom at least 2 get a job per month. I am a sole entrepeeur so do the bookkeeping, advertising, client contact, tax and legal issue resolving, administration, database maintenance, advertising and marketing and website design and maintenance for the agency.
05/2002
12/2004
FNB Trust Services
Trust Officer / Executive
Independantly administered a portfolio of 150 deceased estates contributing R 1,2 million to the branch budget of R 11 million as well as meeting all banking and investment product obectives and sales targets.
02/2002
04/2002
Paintwise
Administrator / Independent Contributor
Set up the legal, financial, labour and administrative functions for a startup maintenance company for the Caltex Group.
11/2001
02/2002
Pam Golding Sectional Title
Property Portfolio Manager / Independent Contributor
Contracted to get a 36 property portfolio up to date in respect of administration, staffing, finance, meetings and property inspections.
06/1996
10/2001
Standard Trust
Estate Administrator / Independent Contributor
Administered a portfolio of deceased estates.
10/1988
06/1996
First National Trust
Deceased Estates Administrator / Independent Contributor
Independantly administered a portfolio of 80 deceased estates.
04/1987
05/1988
Findlay & Tait
Deceased Estates Secretary / Independent Contributor
Prepared draft Wils, L&D accounts, Cash Reconciliations, cheques, invoicing and all other correspondence for an attorney who attended to Deceased Estates, Curatorships and Trust administration.
02/1987
04/1987
Syfret Godlonton Fuller Moore Inc
Filing Clerk / Independent Contributor
Was asked to design and implement a filing system for the records at a law firm.
Education
From
To
School
Degree
Area of Study
Description
No Education
No items in portfolio
Hourly Assignment History
Buyer ID
From/To
Job Title
Paid
Feedback
Hourly Assignment History is empty
Fixed-Price Assignment History
Buyer ID
From/To
Job Title
Paid
Feedback
Fixed-Price Assignment History is empty
oDesk Tests Taken
Name of Test
Score
Percentile
Date Taken
Duration
oDesk Readiness Test for Independent Contractors and Company Managers
5.00
67%
1st Place!
06/12/2009
26 min