Summary
Overview
Work history
Education
Skills
Affiliations
Timeline
Generic

Debbie Davies

Kingston upon Thames,Surrey

Summary

Dedicated professional with a strong foundation in client relationship management and business writing. Demonstrates exceptional attention to detail, integrity, and confidentiality. Skilled in dictation, interpersonal communication, and maintaining resilience under pressure. Committed to fostering positive attitudes and achieving excellence in all tasks.

Overview

16
16
years of professional experience
8
8
years of post-secondary education

Work history

Senior administrator

RBC Brewin Dolphin
London
07.2011 - 04.2023
  • Maintained database accuracy and ensured records were current
  • Facilitated smooth running of company events with careful planning and coordination.
  • Organised travel arrangements for senior staff members without any hitch.
  • Delegated tasks efficiently, improving overall productivity in the process.
  • Minimised errors on official documents by conducting meticulous proofreading before submission.
  • Liaised with customers to resolve enquiries, appointment requests and billing questions.
  • Prioritised incoming communications to filter out basic requests and minimise disruptions.
  • Drafted documents and reports for management review.
  • Ensured business continuity during holidays through effective succession planning.
  • Effectively managed incoming and outgoing mail to maximise office efficiency.
  • Interacted with customers professionally by phone, email and in-person to deliver accurate service information.
  • Undertaken complex diary management for busy executives.
  • Managed the quality and accuracy of documents, and coordinated movements between different personnel and departments.
  • Scheduled meetings, conferences and appointments.
  • Assisted clients with daily enquiries and addressed incoming correspondence to maintain timely responses.
  • Organised master calendar of appointments, operational targets and projects.
  • Managed incoming correspondence effectively, ensuring timely responses from relevant parties.
  • Created expense reports with matching receipts.
  • Scheduled meetings and travel arrangements to support C-level executives.
  • Wrote business correspondence and technical letters.
  • Took meeting minutes and distributed to core staff for effective inter-office communication.
  • Handled high-level administrative tasks to support senior management.
  • Documented conferences, meetings and appointments with verbatim reports.
  • Collaborated with different departments to maintain positive rapport and smooth workflow.
  • Used Microsoft Word and other software tools to create documents and clear communications.
  • Consistently arrived at work on time and ready to start immediately.
  • Conducted intensive safety audits and investigated reported issues, accidents and near-misses.
  • Delivered exceptional customer service by proactively listening to concerns and answering questions.
  • Prepared professional business correspondence on behalf of senior staff and organisation.

Executive assistant

UBS
London
11.2009 - 07.2011
  • Sourced and ordered office supplies within allocated budget.
  • Supervised administrative work in Mirosoft Office and inhouse programmes and set goals for staff.
  • Managed complex travel arrangements to ensure seamless business trips for executives.
  • Screened incoming phone calls and relayed detailed messages.
  • Handled queries from clients professionally enhancing company's reputation.
  • Enhanced communication between departments by arranging and coordinating meetings and conferences.
  • Maintained an up-to-date database ensuring easy retrieval of information when required.
  • Prepared professional business correspondence on behalf of senior staff and organisation.
  • Booked flights and hotels for domestic and international meetings.
  • Scheduled meetings, conferences and appointments.
  • Filed reports timely to keep executives informed about departmental progress.
  • Liaised with other departments to maintain smooth flow of information across the organisation.
  • Drafted documents and reports for management review.
  • Created expense reports with matching receipts.
  • Arranged supplies, documents and spaces for meetings.
  • Streamlined administrative processes to increase efficiency at work.
  • Handled confidential documents securely maintaining privacy and trustworthiness within the firm.
  • Photocopied and printed presentations and reports for meetings.
  • Provided exceptional customer service, resulting in increased client satisfaction.
  • Partnered with management to implement processes and complete special projects.
  • Kept files organised and up-to-date for accurate record-keeping purposes.
  • Facilitated efficient office operations by managing correspondence, filing systems and organisational procedures.
  • Documented conferences, meetings and appointments with verbatim reports.
  • Wrote business correspondence and technical letters.
  • Prioritised incoming communications to filter out basic requests and minimise disruptions.
  • Carried out day-to-day duties accurately and efficiently.
  • Conducted testing to diagnose system faults.
  • Delivered exceptional customer service by proactively listening to concerns and answering questions.
  • Consistently arrived at work on time and ready to start immediately.
  • Used Microsoft Word and other software tools to create documents and clear communications.
  • Applied positive customer service approach to increase satisfaction levels.
  • Improved efficiency and productivity by acquiring new skills.

Secretary

Reed/Morgan McKinley/Chancery Lane Legal
London, London
06.2008 - 11.2009

Various short term temporary contract until July 2008 when I contracted to UBS and was offered a full time position in 2009.

Legal Secretary/Paralegal

Cozens Moxon & Harts
Teddington, Richmond upon Thames
11.2006 - 05.2008
  • Organised files and documentation to improve ease of information retrieval.
  • Received hand-written notes from staff and transcribed wording into organised digital files.
  • Screened telephone calls and forwarded to appropriate departments.
  • Updated knowledge continuously on legal regulations and developments to maintain professionalism.
  • Received and placed telephone calls to clients and prospective clients.
  • Prioritised activities to meet changing case demands and achieve deadlines.
  • Handled case documentation safely and securely for optimised client confidentiality.
  • Met practice, firm and legal standards for compliant case management.
  • Responded promptly to client queries, ensuring superior customer service.
  • Ensured client satisfaction with timely and accurate communication.
  • Managed client files with highest levels of confidentiality and discretion.
  • Scanned, faxed and archived documentation for robust case files.
  • Submitted forms and applications for ongoing cases, supporting case progression.
  • Bound deeds and documents and stored in orderly systems to maintain thorough records.
  • Built positive client relationships to increase satisfaction and retention.
  • Updated client files in case management systems for accurate, current records.
  • Recorded detailed notes from client and witness interviews for further investigation.
  • Resolved file-related queries via telephone and in-person communications.
  • Facilitated smooth office operations by performing routine clerical tasks .
  • Raised legal queries from clients and communicated outcomes to enable case progress.
  • Managed highly confidential information with utmost discretion and professionalism.
  • Delivered exceptional customer service by proactively listening to concerns and answering questions.
  • Supported team by demonstrating respect and willingness to help.
  • Used Microsoft Word and other software tools to create documents and clear communications.

Education

LLB (Hons) - Law

Faculty of Law Kingston University
Kingston upon Thames
10.2001 - 07.2006

Level 3 Operations Certificate/ Level 4 Diploma - Securities & Investments

Chartered Institute of Securities & Investments
London
05.2013 - 06.2016

Skills

  • Positive attitude
  • Dictation experience
  • Attention to Detail
  • Client Relationship Management
  • Business writing
  • Interpersonal communication
  • Resilience under pressure
  • Integrity and confidentiality

Affiliations

  • Music, Politics, Reading, Animal Welfare and my pets, Gardening, Stockmarkets....

Timeline

Level 3 Operations Certificate/ Level 4 Diploma - Securities & Investments

Chartered Institute of Securities & Investments
05.2013 - 06.2016

Senior administrator

RBC Brewin Dolphin
07.2011 - 04.2023

Executive assistant

UBS
11.2009 - 07.2011

Secretary

Reed/Morgan McKinley/Chancery Lane Legal
06.2008 - 11.2009

Legal Secretary/Paralegal

Cozens Moxon & Harts
11.2006 - 05.2008

LLB (Hons) - Law

Faculty of Law Kingston University
10.2001 - 07.2006
Debbie Davies