Summary
Overview
Work history
Education
Skills
Custom
Timeline
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Donna Phillips

London

Summary

Highly driven and accomplished individual, extremely organized with great attention to detail and vast experience in fast paced and challenging roles. Dedicated to executing and fulfilling all presented tasks and non-hesitant in learning new skills. A team member alongside confidently being able to work independently.

Motivated Administrative Assistant with exceptional customer service and engagement skills. Results-orientated professional with proven ability to anticipate needs, proactively address situations and mitigate conflicts. Strong calendar and scheduling management skills to prioritise, organise and maximise availability and project timelines.

Overview

26
26
years of professional experience

Work history

Equity Research Team Administration Assistant

Bank of America
London
11.2022 - 06.2025
  • Complex diary management, ensuring efficient running of daily schedules
  • Logging all expenses via expense management system (Concur)
  • Coordinate high volumes of complex domestic and international travel
  • Meeting production deadlines by forming presentations and virtual invites for conference calls with investors.
  • Manage team budgets.
  • Organise internal and external events for varied party sizes, ensuring events run smoothly, with attention to detail for all attendees.
  • Liaise with compliance with to obtain approval for paid and unpaid external guest speakers used on conference calls and in person events hosted by analysts.
  • Handled sensitive information, maintained confidentiality at all times.
  • Communicated professionally with clients, cemented positive relationships.
  • Improved office efficiency by organising and maintaining digital filing systems.
  • Performed general clerical duties as required, contributed to overall operational efficiency.
  • Enhanced communication with team by scheduling and coordinating meetings.
  • Prepared reports to support decision-making processes.

Senior Logistics Chain Coordinator

Multiport Services Ltd
Tilbury, Essex
08.2017 - 11.2022
  • Receiving orders from 6 different client bases, for the importation of bricks from European countries using external shipping lines and other forms of transport.
  • Allocating all shipments to Customs Clearance agent.
  • Arranging with shipping lines to ensure line haulage is completed within the time scale required.
  • Raising invoices for all imports.
  • Arranging delivery of goods to our storage facility, within a strict time frame to avoid key rent or restitution charges.

Haulage project operator

Multiport Services Ltd
Tilbury, Essex
08.2017 - 11.2022
  • Organising and overseeing the operations of live loading 150-240 empty containers per week.
  • Booking units onto our vessel 3 times a week and individually clearing VGM’s.
  • Monitoring the transit of loaded units from Uk to Amsterdam.

Documentation and Accounting Customer Advisor

OPDR UK LTD
Brentwood, Essex
07.2016 - 08.2016
  • Due to a relocation change to London this was a temporary role.

Vessel Agency and Haulage Logistics

CWT COMMODITIES LIMITED
Tilbury, Essex
03.2014 - 06.2016
  • Vessel Agency and Haulage Logistics
  • Customs Entry Clerk.
  • Soft Commodity Imports and warehousing logistics.

Open Outcry LME Trading Floor Clerk

NATEXIS METALS LIMITED
10.2004 - 01.2007

LME Operations Clerk

NATEXIS METALS LIMITED
09.1999 - 10.2004

Education

G.C.S.E - Maths, English, Science

Sacred Heart of Mary Girl’s School
01.1992 - 1 1999

A Level - Business Studies

Sacred Heart of Mary Girl’s School
01.1992 - 1 1999

Skills

  • Good understanding of investment banking culture
  • Professional manner
  • Strong communication skills
  • Excellent organisation and planning skills
  • Easily adaptable to changing work environments
  • Excellent customer relation skills
  • Extensive diary management experience

Custom

  • Cooking
  • Music
  • Gym
  • Socialising/Networking

Timeline

Equity Research Team Administration Assistant

Bank of America
11.2022 - 06.2025

Senior Logistics Chain Coordinator

Multiport Services Ltd
08.2017 - 11.2022

Haulage project operator

Multiport Services Ltd
08.2017 - 11.2022

Documentation and Accounting Customer Advisor

OPDR UK LTD
07.2016 - 08.2016

Vessel Agency and Haulage Logistics

CWT COMMODITIES LIMITED
03.2014 - 06.2016

Open Outcry LME Trading Floor Clerk

NATEXIS METALS LIMITED
10.2004 - 01.2007

LME Operations Clerk

NATEXIS METALS LIMITED
09.1999 - 10.2004

G.C.S.E - Maths, English, Science

Sacred Heart of Mary Girl’s School
01.1992 - 1 1999

A Level - Business Studies

Sacred Heart of Mary Girl’s School
01.1992 - 1 1999

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Donna Phillips