Diane Neary

Provide comprehensive administrative and secretarial support to Investment Managers and wider team members.

Prepare correspondence, reports, presentations, and other documentation to a consistently high standard.

Drafted, formatted, proofread, and distributed client communications to uphold professional standards set by Investment Managers.

Produce letters, emails, presentations, and supporting materials in line with company standards and regulatory requirements.

Ensure all communications are accurate, professional, and issued within agreed timescales.

Track actions arising from meetings and support teams.

Prepared meeting packs and supporting documentation to ensure readiness and efficiency during meetings.

Maintained accurate records and filing systems for secure and accessible information retrieval.

Ensure administrative processes are completed accurately and efficiently.

Identify opportunities to improve team processes and administrative practices.

Maintain confidentiality and always handle sensitive information appropriately.

Provide general office support, including printing, binding, scanning, and document management.

Maintain office supplies and liaise with internal support functions where necessary.

Finalised skillcast learning modules and exams to meet training requirements.

Secretary to the Executive Chairman.

Maintained diary and reminders to efficiently organise appointments and deadlines, ensuring smooth operational flow.

Managed dictation and ensured timely sending and saving of emails to facilitate effective communication.

Prepared comprehensive documentation for meetings, including client meeting packs and valuations, to support informed decision-making.

Performed photocopying of essential materials to support daily office operations.

Supported colleagues by sharing knowledge and resources to enhance team performance.

Managed a high volume of calls daily, maintaining composure and providing excellent customer service under pressure.

Answered incoming customer calls, coordinating with engineers for timely home visits and addressing customer complaints.

• Received incoming calls, directing to relevant staff or department promptly and efficiently.
• Kept polite, friendly and helpful manner to provide exceptional customer service.
• Executed administrative tasks, organising filing systems and managing office supplies to ensure smooth office operations.

Streamlined file organisation to enhance access and optimise workflow.

Handled phone inquiries, performed filing, and executed office tasks including photocopying, faxing, and distributing documents.

Coordinated incoming and outgoing post to ensure timely delivery and efficient communication.