Carrie Louise Pooley

Managed our Nationwide Key Account clients including Dunelm (over 200 sites), UPS Warehouse (70+ sites), Cambian Childcare (over 500 Sites), Caledonia Housing Association (over 30 sites) and other accounts deemed necessary to be classed as a Key Account to coordinate all job planning requirements for the Service Delivery Department.

Daily duties but not limited to -

To confirm works, prepare job requirements for the Compliance Technicians on PDA's.

Contact clients to book or move service delivery start/finish dates, confirm by email and prepare and send all required contract correspondence (security clearance, passes, method statements, risk assessments etc.) as the jobs progress through to completion.

Day to day point of contact for Compliance Technicians to ensure work instructions are clear.

Setting up schedule of works, jobs and asset management within the digital compliance system.

Liaising with Sub Contractors, providing work instruction and all relevant paperwork to undertake services on our behalf.

Checking compliance reports and certificates following job completion - all sent to relevant contacts and uploaded to the client portal

PPM schedules updated daily, with all compliance report information and liaising with the Planning team on resource and allocation requirements to ensure services are delivered within timeframe and client's requirements.

Invoicing clients once job has been completed and reports uploaded to the client portal and works in progress updated by the 3rd working day of the month. (Key performance indicator - always attained)

As a Key Account Coordinator I have built up a lovely rapport with my clients and they feel confident that I will resolve an issue to the best of my ability. The role comes with numerous and varied demands on time which I feel I have managed by working productively and calmly in at times a highly pressurised role.

Provided full administrative support and maintained strong relationships with OCS Management team, client (Allen & Overy LLP), staff, sub-contractors, suppliers and client helpdesk

Daily wage reconciliation, checking wage related costs. vs. contractual hours to budgeted daily hours in order to relay wage spend review in monthly operational scorecard with client and ensure correct balances reported over quarter and Y/E reconciliation for client review

Agree budget lines, identify overspends and report to Contracts Manager in first instance

Prepare monthly operational scorecard for Contracts Manager, including open book for testing accurate invoicing with client, operational spends against budged lines, retention and recruitment levels and managing staff absenteeism

Additional projects carried out on behalf of client Allen & Overy LLP, implementation of vetting for 120 staff and Management team, all new and existing staff and sub-contractors (CRB, Financial and Global Sanctions checks every 3 years) and implemented GDPR policy throughout contract

Based at Allen & Overy LLP but also worked on four sub-tenants accounts within the building that OCS had won - Paul Hastings LLP, Aikin Gump, MSCI and Improbable

Working within the newly established European Leveraged Loan Group responsible for ensuring the Portfolio Managers had accurate up to date information on asset and cash balances in the AIG European CLO's on a day to day basis

Daily AIG portfolio maintenance, involved checking projections vs. actual numbers on interest payments, principal payment and miscellaneous fees

Daily portfolio reconciliations; AIG balances to Trustee balances

Monitoring interest payments

Preparation of YE management accounts, comprising of extended trial balance, profit and loss, balance sheet and tax computations

Cessation accounts

Participation in accounts review with partner(s)

Assisting audit at clients premises with senior accountant

Preparation of fixed asset register, additions or disposals

Calculate depreciation and post

Complete and post income and expenditure for sole trader accounts

Preparation of lead schedules

Analysis of clients cash books

Post sales invoices and purchase invoices

Post trial balance journals

Quarterly analysis of VAT inputs and outputs

Reconcile and agree bank, trade creditors and debtors

Reconcile wages, directors salaries and NIC from payroll

Preparation of accruals and prepayment schedules

All other ad-hoc duties thought suitable for a trainee including proofreading, answering the phone and studying AAT which I did not complete

Met and greeted all patients / visitors

Dealt effectively with patient queries and appointment requests in person, by telephone and email

Shared communications between medical staff and patients accurately

Set new appointments, rescheduled appointments and sent reminders

Dealt effectively and sensitively with all issues relating to patients in an appropriate, factual and confidential manner

Accurately registered patients on practice IT system (TOREX), including temporary residents, ensuring appropriate evidence was checked

Carried out day to day administrative duties and specific tasks as directed by the Practice Manager

Provided effective and professional administrative support to clinical staff

Prepared and maintained rooms to ensure that they were ready for GP's. nurses and patients to use

Responsible for booking all specialised clinics, ante and post natal, COPD, minor surgery etc.

Undertook accurate medical record summarisation, worked on 'spine' with trainee GP to transfer patient medical notes from paper to electronic medical records system

Scanned both patient and practice documents into the electronic medical records system accurately

Received payments from patients for non NHS treatments

Assisted patients in arranging their referral via 'choose and book'

Arranged translation services for patients whose first language was not English

Liaised with GP surgeries and other outside agencies as required to obtain relevant records

Liaised with pathology laboratories

Dealt effectively with repeat prescription requests

Opened, date stamped and delivered incoming mail

Adhered to strict Health & Safety and security guidelines

General typing and filing duties

Typing quotes and B.S.I manuals

Processing M.O.D documentation

Data entry

Arrange couriers

Meet and greet clients

Liaise with clients and goods outward / inspection departments to reach targets

Ensure parts dispatched on time to customer

Met and greeted clients

Advised private medical team that client had arrived

Fielded telephone calls

General administrative tasks

Management of appointment system

Liaised with onsite pathology lab technicians for results