Summary
Overview
Work history
Education
Skills
Interests
Timeline
Generic

William Grant

Summary

I am a responsible and self-motivated individual offering excellent oral and written communicational skills. Proficient multitasker with the ability to prioritise workloads, tackle any challenge with a positive attitude and strive to capitalise every opportunity to succeed through constant expansion of my knowledge. Prioritising customer and client needs to achieve the best service available.

Overview

3
3
years of professional experience

Work history

Property manager

Touchstone
Bath, Somerset
02.2025 - Current

I successfully managed the end-to-end sales and receivership processes for over 80 properties, ensuring smooth transitions, and timely coordination of auctions to maximise returns. I oversaw budget adherence when processing contractor invoices in addition to sourcing reliable local estate agents for accurate valuations and strategic marketing. Maintained consistent communication with banks, estate agents, tenants, and contractors to streamline operations and protect client interests throughout each stage of property management

Operations Executive

Novia Global
Bath, Somerset
01.2024 - 03.2024
  • Adopted a brand voice for our log-ins system for all financial advisors.
  • Resolved customer queries quickly to minimise processing times, which resulted maintaining daily time pressures.
  • Conduct up to 40 calls a day with clients answering any queries and ensuring clear and concise communication, whilst ensuring they get the answers they need.
  • Was In charge of 4 projects in which I exceeded turnaround times by up to 2 days.

Finance Administrator

Fidelius Group Ltd
Bath, Somerset
10.2022 - 10.2023
  • I supported Corporate Client Executives and Corporate Financial Planners with daily administrative tasks for example,, invoicing, staff training and Governance reports/pensions.
  • I become one of the personal assistants of the Head of Sales to help achieve optimal workflow and reach certain targets.
  • Lease with Insurance company's daily over the phone to complete customer needs.

Office and Project Assistant

Creativity Works
Radstock, Somerset
03.2022 - 09.2022
  • I assisted with arranging a local festival for the charity. In addition, I analysed the data from all of our projects and compared the statistics from across the year.

Education

Bachelor of Science - Strength Conditioning, Rehabilitation and Massage

Cardiff Metropolitan University
Cardiff

Diploma of Higher Education - Level 3 Extended Diploma in Exercise Science

Bath College

GCSEs -

Norton Hill School
Midsomer Norton, Bath and North East Somerset

Skills

  • Microsoft Office
  • Data Analysis
  • Schedule management
  • Administrative training
  • Adaptability
  • Clear communication

Interests

I regularly attend the gym and swimming, with the a joy of programming my own workouts. I have also recently started researching the stock market and began investing in Forex, to expand my knowledge.


Timeline

Property manager

Touchstone
02.2025 - Current

Operations Executive

Novia Global
01.2024 - 03.2024

Finance Administrator

Fidelius Group Ltd
10.2022 - 10.2023

Office and Project Assistant

Creativity Works
03.2022 - 09.2022

Bachelor of Science - Strength Conditioning, Rehabilitation and Massage

Cardiff Metropolitan University

Diploma of Higher Education - Level 3 Extended Diploma in Exercise Science

Bath College

GCSEs -

Norton Hill School
William Grant