A highly skilled professional with extensive training in bookkeeping, accounting, and finance, currently pursuing AAT Level 1 & 2 qualifications. Proficient in Xero, Sage 50, QuickBooks, and payroll systems. Holds a Level 2 Certificate in Principles of Cyber Security and has completed comprehensive NHS compulsory training. Demonstrates advanced computer literacy across both PC and Mac platforms, with expertise in Microsoft 365, Google Suite, SAP, Minitab, and SPSS. Possesses a strong foundation in medical terminology and transcription with an Advanced Medical Secretary Diploma. Career goals include leveraging skills in data administration and analysis to enhance organisational efficiency.
· Administrative expertise that deals with a wide variety of issues, including meetings, payments, MP correspondence, commissioning and contractual processes, stakeholder management, action plans, major projects and crisis response.
· Act as the first point of contact for the Primary Care team, always presenting in a professional, helpful and appropriate manner.
· To provide a professional response to telephone or ‘in person’ callers, providing non-clinical advice and/or information.
· Ensure important issues are brought to the attention of the relevant team member.
· Confidently resolve enquiries, requests and issues raised by stakeholders and others.
· Work proactively on own initiative with planning and prioritisation of own workload to ensure work is completed in a timely manner.
· Display tact and discretion in handling complex and/or sensitive information and enquiries from colleagues and stakeholders.
· Outstanding interpersonal skills required to interact with a wide range of stakeholders at all management levels within NHS Somerset Integrated Care Board (ICB), the Somerset Integrated System (ICS), regionally and nationally.
· To communicate regularly with key stakeholders and groups, internally and externally, to ensure that they are kept updated of developments and briefings.
· To deputise for the Executive Assistant to the Director, and Assistant Primary Care Officers as required.
· To support BAU contract management processes including consulting with ICB and external colleagues.
· Supporting the Primary Care Officers with the NHS core and standard contract updates including schedule reviews and mail merging.
· Processing CQRS Local payment claims adhering to contractual timescales.
· To be the key contact and coordinator for the Primary Care Commissioning (PCC) contract for the team. This includes coordinating attendance at training events contract credit utilisation and helpdesk queries.
· To support the management of the risk register, ensuring support to colleagues to review and amend entries in a timely fashion. To be the team champion for risk management.
· To act as Primary Care Team support on website development work, Microsoft Teams, Office 365 and in maintaining the information asset register.
· To collect data and produce summaries to support Primary Care Team projects and to produce activity grids as required.
· To create and maintain spreadsheets to support the management of the Primary Care Team and for specific projects.
· To lead on cyber security in the team, ensuring that all team members understand cyber security risks and that all training is up to date. Also to support cyber security incident response as necessary.
· Support diary management for senior team members.
· To arrange team events, workshops and other relevant meetings as and when required.
· To effectively monitor the Team’s generic e-mail account, incoming post and forward or deal with requests appropriately in a timely manner.
· To produce papers and other documents in a timely fashion for Primary Care Team meetings and/or corporate meetings.
· To co-ordinate complaint responses from within the Primary Care Team, ensuring delivery against the timeline standards.
· To co-ordinate Freedom of Information responses from within the Primary Care Team, ensuring delivery against the timeline standards.
· To co-ordinate responses to MP and other stakeholder queries.
· Meeting attendance where appropriate including supporting administrative process as and when required.
· Coordinate desk bookings for the team and act as the key contact for other ICB teams.
· To support team recruitment processes including but not limited to induction plans, IT kit etc.
· To arrange and organise meetings both internally and with other organisations, often with a number of senior managers and directors in attendance, including Primary Care Commissioning Committee and Assurance Framework meetings.
· To take concise and accurate minutes, producing minutes/notes in a timely fashion, preparing action grids and following up action points where appropriate.
Currently undertaking:
2025 – Bookkeeping AAT Level 1 & 2
Accounting and Finance AAT Level 1: Xero, Sage 50, QuickBooks & Payroll
2025 - Level 2 Certificate in Principles of Cyber Security
Completed Training:
2025 - NHS compulsory training
2024 - Care Certificate
2024 - First Aid, Fire Awareness, Autism Awareness, Communication, Conflict Management, Data Protection (including GDPR), Dementia Awareness, Dignity and Respect, Documentation and Record Keeping, Equality and Diversity, Fluids and Nutrition, Food Safety, Health and Safety, Infection, Prevention and Control, Learning Disabilities, Lone Working, MCA and DOLS, Medication in Community Care, Modern Slavery, Moving and Handling, Oral Health, Person-Centered Care, Safeguarding and Protection of Adults, Safeguarding Children, Topic Medication Certificates
2011 Introductory British Sign Language
2011 Advanced Medical Secretary Diploma
OCR Medical Word Processing Level 2 Certificate
OCR Medical Audio Transcription Level 2 Certificate
AMSPAR Certificate in Medical Terminology
Highly computer literate, both PC and Mac Advanced level Microsoft 365 and Google Suite; SharePoint, Word, Excel, Access, PowerPoint, Publisher, Outlook, Internet, Management of Online Diary, Email, MS Teams, Zoom Twitter, Instagram and Facebook included Knowledge of Database programmes such as SAP, Minitab and SPSS, data administration and analysis
Type speed > 65wpm