Results-driven professional with exceptional leadership competence and project management skills. Highly organised and efficient in time management, task prioritisation, and procedural reviews. Adept at office administration and business correspondence, demonstrating meticulous attention to detail. Committed to achieving excellence in all endeavours while continuously seeking opportunities for career advancement.
Overview
9
9
years of professional experience
7
7
years of post-secondary education
Work history
Senior Administrator
Curtis Banks/Nucleus Financial
07.2019 - Current
Collaborated on multiple teams, including SIPP Support, Cash Control, and Sales Support.
Initiated role as assistant administrator in SIPP Support, handling calls and administrative tasks.
Authored debt letters for Cash Control, addressing overdue client fees with external settlement offers.
Volunteered three months to assist Cash Control due to backlog challenges.
Set up new plans and processed transfers in New Business, utilising Origo for efficiency.
Engaged in Sales Support as primary contact for new clients and adviser communication.
Worked with Business development manager on presentations for new clients/firms.
Promoted web portal features through demos and application processing guidance for advisers.
Conducted MI reports and managed web portal accounts, resolving technical issues.
Sales Assistant
Next Home
Martlesham Heath
11.2018 - 07.2019
Sales assistant, working on tills, taking out returns to delivery rooms.
Making sure the till points are clean and all returns processes are followed correctly, whilst giving out the best possible customer experience.
Occasionally stockroom staff, scanning in products and doing stock counts.
Delivery team helper, scanning in deliveries and placing them on shop floor.
Commis Chef
Cherry Tree Inn
Woodbridge
01.2018 - 10.2018
Kentucky Fried Chicken
04.2017 - 01.2018
Jamesons Chartered Accountants
07.2016 - 07.2016
Responsible for summarising clients’ cashbooks and analysing where required on excel spreadsheets.
Check off bank transactions to statements, and prepare bank reconciliations.