Ellie Spain
Wealth Management Administrator
Kent
Summary
Being a hardworking Wealth Management Administrator with almost three years experience, I have had the opportunity to gain broad knowledge of new business processing, reporting and client communications.
Entering the financial planning world joining a smaller firm that rapidly became a large hub acquiring other spokes, meant I had to quickly adjust to the high demands of internal operations as well as a huge increase in client work output.
In this time, not only did I show my ability to learn fast, but I remained calm and confident under pressure. Despite being new to the financial world, as we gained new staff members I was responsible for training and creating guides, which is something I enjoy and excel in.
Naturally I am an outgoing and friendly person, which over previous and my current job roles, I have used to flourish in office and client relationships.
I am looking for a hardworking, ambitious company with a friendly and supportive team who value a positive culture.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
Work History
Finance administrator
Amber River Chancery
London
06.2022 - Current
- Provide support to financial advisers and para-planners.
- Producing valuations and review packs for client meetings, and any ad hoc demands.
- Processing & monitoring of new business using both Curo & Adviser Office.
- Completing and uploading forms and applications.
- Keying basic new business commitments.
- Using FE Analytics for market indices graphs and for Risk Profiling.
- Completed ad hoc finance-related projects under tight deadlines.
- Training new administration staff members, creating guides and doing online training recordings.
- Client facing communications, emails and meeting bookings.
- Ensuring continual compliance with Health and Safety issues.
- Ensuring continual compliance in line with GDPR regulations.
- Basic admin duties; greeting clients, scanning post, using franking machine, phonecalls.
- Confident using Excel, Word and Powerpoint.
- Confident navigation around most platforms, some examples are Nucleus, Fidelity, GrowthInvest & Quilter.
Senior Academic Administrator
The BCNO Group - European School of Osteopathy
Maidstone
02.2022 - 06.2022
- Organised important company meetings, leading to improved communication across departments.
- Meeting minute taking.
- Market research for the business across Kent & London.
- Oversaw database to maintain updated records and accuracy.
- Prepared detailed reports for streamlined decision-making processes using various software applications.
- Use of Excel and Teams.
- Everyday secretarial clerking duties.
Medical receptionist
ESO
Maidstone
01.2021 - 06.2022
- Managed digital and manual filing systems.
- Coordinated insurance paperwork for seamless claim processing.
- Referral letters for specialist clinics.
- Dealt with difficult customers and emergency situations frequently, eased clients anxiety through times.
- Administered basic first aid whilst waiting for medical staff; aided in emergency situations.
- Maintained timely check-in services, noting patient arrivals for efficient appointment running.
- Prepared examination rooms prior to appointments; ensured readiness for patients.
- Managed high-volume phone calls, resulting in efficient appointment setting.
- Protected patient rights through continued discretion and confidentiality.
- Enhanced office efficiency by maintaining organised records and schedules.
Retail sales associate
Ralph Lauren
Ashford
05.2018 - 04.2021
- Contributed to sales targets through active promotion of products.
- Guaranteed client satisfaction by constantly providing standards of company services and values.
- Managed stock levels for optimal store performance.
- Updated product labelling and pricing to reflect discounts and offers.
- Promoted loyalty schemes to customers, enhancing brand loyalty.
- Provided product knowledge to customers for informed purchases.
- Operated till systems correctly, ensuring accurate transactions.
Education
NVQ Level 2 - Makeup Artistry
West Kent College
Tonbridge 09.2019 - 07.2020
GCSEs -
Highworth Grammar School
Ashford, Kent 11.2013 - 01.2018
Skills
Financial reports & Valuations
Incoming payment management
Financial reporting
Advanced Excel
Expenses tracking
Advanced Curo experience
Advanced AO experience
Advanced Powerpoint
Advanced Word
Organisational Skills
Zoom and Teams experience
Customer Servi
Time management
Timeline
Finance administrator
Amber River Chancery
06.2022 - Current
Senior Academic Administrator
The BCNO Group - European School of Osteopathy
02.2022 - 06.2022
Medical receptionist
ESO
01.2021 - 06.2022
NVQ Level 2 - Makeup Artistry
West Kent College
09.2019 - 07.2020
Retail sales associate
Ralph Lauren
05.2018 - 04.2021
GCSEs -
Highworth Grammar School
11.2013 - 01.2018