Joanne Simmons
Portishead,North Somerset
Summary
Resourceful administrative and financial professional with strong experience in office management, finance, customer service and database management. Demonstrates comprehensive knowledge of GDPR, Anti- Money Laundering and relevant regulations to maintain accurate and compliant records. Creative problem-solver keeps office running smoothly.
Overview
24
24
years of professional experience
8
8
years of post-secondary education
Work history
Administrator/Senior Bookkeeper
Pinstripe Limited
Portishead, North Somerset
2015.05 - Current
- Assist clients with daily enquiries and address incoming correspondence to maintain timely responses.
- Onboard new clients including anti-money laundering checks, send letters of engagement and system data entry.
- Carry out client bookkeeping tasks including quarterly VAT return preparation and submissions
- Maintain company bookkeeping and financial spreadsheets for director
- Company secretarial tasks for the business and clients
Finance Manager/Duty Manager
The Relaxation Centre
Bristol
2009.02 - 2015.04
- Maintained financial records for the company director and accountant
- Prepared and submitted quarterly VAT returns
- Processed monthly payroll and set up bank payments to employees
- Ensured smooth daily operations by overseeing staff and delegating tasks efficiently.
- Managed front-of-house operations to maintain a high level of service.
- Ensured customer satisfaction with prompt problem resolution.
Bookkeeper/Personal Assistant
Self Employed
Portishead, North Somerset
2004.12 - 2009.02
- Completed bookkeeping and administration tasks for small local businesses, including maintaining sales and purchase ledgers, bank reconciliations, VAT returns, updating Companies House registers
- Produced timely financial reports with use of bookkeeping software.
- Assisted external accountants with year end tasks
- Received requests for meetings and appointments, updated calendar and organised spaces and materials.
Sales Negotiator
Heritage Estate Agents
Portishead, North Somerset
2002.10 - 2004.11
- Conducted property viewings, negotiated sales offers progressing to completion
- Built strong client relationships
- Consistently achieved sales targets
Education
Diploma of Higher Education - Accounting
Association of Accounting Technicians
Bristol 2011.05 - 2014.05
B/TEC - Business Studies
The Business Education Council
Bristol 1985.09 - 1987.06
O Level - Mathematics, English Language, English Literature, Home Economics, Geography
Certificate of Education
Bristol 1983.09 - 1985.06
CSE - French, Chemistry
Certificate of Education
Bristol 1983.09 - 1985.06
Skills
- Organisation and prioritisation
- Customer service and relationship building
- Client account management
- Bookkeeping and financial reporting
Affiliations
- Yoga and Pilates instructor
- Keen gardener
Timeline
Administrator/Senior Bookkeeper
Pinstripe Limited
2015.05 - Current
Diploma of Higher Education - Accounting
Association of Accounting Technicians
2011.05 - 2014.05
Finance Manager/Duty Manager
The Relaxation Centre
2009.02 - 2015.04
Bookkeeper/Personal Assistant
Self Employed
2004.12 - 2009.02
Sales Negotiator
Heritage Estate Agents
2002.10 - 2004.11
B/TEC - Business Studies
The Business Education Council
1985.09 - 1987.06
O Level - Mathematics, English Language, English Literature, Home Economics, Geography
Certificate of Education
1983.09 - 1985.06
CSE - French, Chemistry
Certificate of Education
1983.09 - 1985.06