Summary
Overview
Work history
Education
Skills
Languages
Certification
Timeline
Generic

ALICE SIMPSON

Acton,London

Summary

Dedicated professional with innate ability to manage complex schedules and coordinate high-level administrative tasks seamlessly. Discretional and maintains confidentiality. Possesses strong organisational and communication skills, ensuring smooth daily operations and effective stakeholder interactions. Ready to drive productivity and enhance efficiency. Detail-oriented with expertise in Microsoft Office Suite. Proficient in using Concur for expense management. Skilled in leveraging Workday, SharePoint, Invoicing, Omgeo Global Oasys/Alert to enhance operational efficiency. Committed to utilising technical skills to drive organisational success and seeking opportunities to further develop expertise.

Overview

25
25
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work history

EXECUTIVE ASSISTANT / MANAGEMENT SUPPORT

MORGAN STANLEY - 1 YEAR CONTRACT
, LONDON
06.2024 - 06.2025
  • Managing complex busy diaries, arranging internal and external client meetings
  • Coordinating global travel itineraries while ensuring bookings are within T&E policy
  • Processing expenses using Concur and arranging conference calls
  • Preparing client meeting briefing materials, and overseeing clients visiting London office
  • Keeping distribution lists up to date, solving or logging IT tickets
  • Uploading invoices on to the payment system
  • Maintaining strict level of confidentiality
  • Providing holiday coverage for other members of staff
  • Collaborating with business management on projects and department costings
  • Researching and overseeing expense projects and taking meeting minutes
  • Managing Assistants on overdue expenses to ensure timely submission across division
  • Tracking and recording data in excel and flagging any follow ups
  • Analysing data of unanswered calls and providing solutions
  • Management of interns providing bank details
  • Creating agenda of rolling items then hosting weekly management meetings
  • Creating best practice tips for Assistants and Bankers
  • Gathering feedback on expense returns for auditors
  • Setting up interviews for potential new starters, then arranging training for new starters

EXECUTIVE ASSISTANT

BLACKROCK
, LONDON
10.2018 - 03.2024
  • Managing complex calendars for senior management
  • Arranging meetings internally and externally across all time zones
  • Booking global travel and processing expenses
  • Arranging visas, hotels, car pickups, booking couriers
  • Preparing reports and briefing papers before client meeting
  • Taking minutes and following up on action points after meeting
  • Coordination of client events, roadshows, offsites and internal webcasts
  • Screening telephone calls and emails, booking meeting rooms
  • Preparing presentations, itineraries, agendas and meeting materials
  • Hosting video conferences and conference calls
  • Updating email distribution lists, storing documents on e-filing
  • Submitting gifts & entertainment forms for compliance
  • Complying with all company policy and FCA regulations
  • On boarding and off boarding new hires and leavers
  • Training up new Assistants joining the firm
  • Solving IT problems and logging IT tickets
  • Maintaining a high level of confidentiality
  • Arranging staff summer and Christmas parties
  • Providing holiday cover for other Assistants

EXECUTIVE ASSISTANT / MANAGEMENT SUPPORT

UBS(SWISS BANK) - 6 MONTH CONTRACT
, LONDON
06.2017 - 12.2017
  • Diary management, arranging meetings internally and externally
  • Booking extensive global travel
  • Booking hotels, arranging visas, cars pickups etc.
  • Submitting expenses with Concur and AMEX reconciliation
  • Managing inboxes and actioning emails
  • Coordination with the sales team assistants for arranging Analyst marketing trips
  • Greeting guests and booking meeting rooms
  • Arranging conference calls and VCs
  • Taking minutes in meetings or notes to update Managers
  • Creating and amending Power Point presentations
  • Answering telephone queries and directing calls accordingly
  • Solving IT issues, ordering couriers and business cards
  • Onboarding new hires, updating team contact list
  • Keeping travel log up to date
  • Updating organisational charts
  • Creating agendas, itineraries and adding trips to the portal
  • Scanning documents and uploading files
  • Covering for other assistants, respecting confidential work

EXECUTIVE ASSISTANT

DEUTSCHE BANK AG
, LONDON
04.2007 - 03.2017
  • Extensive diary management and liaising across departments internationally
  • Arranging complex travel, booking hotels, visas, chauffeurs, meetings, etc.
  • Processing expenses with Concur and reconciling AMEX
  • Taking minutes in meetings and updating the MDs
  • Managing inboxes and actioning emails
  • Documenting conference calls and updating MDs accordingly
  • Preparing Power Point and business meeting material for clients
  • Preparing Agendas and meeting materials, managing travel logs
  • On boarding new hires and off boarding
  • Payment of invoices, covering for other Assistants

MIDDLE OFFICE AND EQUITY SALES SUPPORT

NATIONAL BANK OF GREECE (NBG INTL)
, LONDON
11.2003 - 04.2007
  • Working for the Head of Equity Sales and 3 Traders
  • Sending trade confirmations through Omgeo Global Oasys
  • Creation of contract notes and sending trade confirmations to clients
  • Obtaining fund settlement details using Omgeo Alert
  • Informing the Settlements department of trade splits and custodians trades settle through
  • Monitoring trade flows to ensure all trades settle T+3
  • Liaising with Custodians on trades with missing instructions to ensure safe settlement
  • Quick response to any failing trades to ensure trades clear
  • Setting up accounts with new clients to enable us to trade for them
  • Support to traders on front desk, daily FCA trade reporting
  • Calculating trader commissions on a daily basis and keeping Excel sheet up to date
  • Keeping Table of Settlements up to date
  • Preparing research and creating presentations for Roadshows
  • Organisation of Roadshows
  • Publishing our research onto website

PERSONAL ASSISTANT TO CHAIRMAN & FOUNDER

LONE STAR FUNDS – PRIVATE EQUITY
, LONDON
04.2000 - 04.2003
  • PA to Chairman & Founder of Lone Star Funds
  • London based PA to Vice Chairman
  • PA to Partner of the firm and a Senior Associate
  • Working for Ultra High Net Worth Individuals
  • Booking complex global travel, including private jets
  • Arranging visas, hotels, chauffeurs, foreign currency for business trips
  • Greeting investors and high profile guests
  • Setting up due diligence meetings
  • Available to work 24/7 when needed
  • Maintaining a high level of confidentiality
  • Diary management bearing time differences in mind
  • Actioning personal work for bosses when needed
  • Processing their expenses and maintaining their travel logs
  • Liaising with the Dallas and Japan offices
  • Setting up conference calls, typing correspondence
  • Looking after company mobiles and paying invoices
  • Creation and maintenance of filing system for Hudson Advisors Asset Management

Education

BTEC - Business & Finance

Harrow College
London
09.1991 - 09.1993

Securities Unit 1 - Financial Regulation

BPP
London
01.2004 - 08.2004

Business German course -

Goethe Institute
London

Basic First Aid certificate -

Skills

  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Concur
  • P2P Invoices
  • Smaart
  • Workday
  • Sharepoint
  • Omgeo Global Oasys
  • Omgeo Alert
  • Discretion handling
  • Decision-Making proficiency
  • Prioritisation expertise

Languages

English
Native
German
Fluent
French
Elementary

Certification

Full Clean Driving Licence

Timeline

EXECUTIVE ASSISTANT / MANAGEMENT SUPPORT

MORGAN STANLEY - 1 YEAR CONTRACT
06.2024 - 06.2025

EXECUTIVE ASSISTANT

BLACKROCK
10.2018 - 03.2024

EXECUTIVE ASSISTANT / MANAGEMENT SUPPORT

UBS(SWISS BANK) - 6 MONTH CONTRACT
06.2017 - 12.2017

EXECUTIVE ASSISTANT

DEUTSCHE BANK AG
04.2007 - 03.2017

Securities Unit 1 - Financial Regulation

BPP
01.2004 - 08.2004

MIDDLE OFFICE AND EQUITY SALES SUPPORT

NATIONAL BANK OF GREECE (NBG INTL)
11.2003 - 04.2007

PERSONAL ASSISTANT TO CHAIRMAN & FOUNDER

LONE STAR FUNDS – PRIVATE EQUITY
04.2000 - 04.2003

BTEC - Business & Finance

Harrow College
09.1991 - 09.1993

Business German course -

Goethe Institute

Basic First Aid certificate -

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ALICE SIMPSON