Summary
Overview
Work history
Education
Skills
Timeline
Generic

Jules Green

Old Coulsdon,Surrey

Summary

My strengths include excellent communication, secretarial, administration, IT, organisational skills and the ability to prioritise workloads. These skills have been gained in a variety of areas including NHS, customer services and the financial sector. I enjoy a challenge and consider myself a team player however I am self motivated to work under my own initiative.

Overview

41
41
years of professional experience

Work history

Executive Assistant

Modality East Surrey Medical Practice
Horley / Caterham, Surrey
11.2019 - 10.2024
  • Reporting CQRS for the Division, Implementing projects across the Division, Research Administrator for the Division, Organise appointment books on the clinical system EMIS, Administrator for Primary Care Network (PCN), Writing searches for the Division and PCN, Supported the delivery of flu campaign for Townhill

Practice Services Manager

Townhill Medical Practice
- 12.2019
  • Managing CQC inspection workflow, Authorising staff holiday and recording staff sickness, Organise team rotas, Responsible for the HR for over 30 staff, Looking after the day to day running of the premises, Co-ordinating maintenance of the building eg A/C, confidential waste, clinical waste, bins etc, Organising Inductions for new employees and trainee medical staff, Taking minutes of clinical meetings

Senior Administrator / Patient Services Manager

Townhill Medical Practice
Caterham
10.2009 - 04.2019
  • Maintaining IT systems for the practice
  • Responsible for back up of server, Smartcard & NHS mail administrator
  • Implementing new processes
  • Admin co-ordinator for care plan, contraception & smear clinics
  • Answering patients queries by telephone, email or face to face
  • Taking minutes of meetings
  • Looking after the day to day running of the premises
  • Training co-ordinator for on-line staff training
  • Oversaw all aspects of office maintenance, promoting a clean and organised workspace
  • Maintained strict confidentiality whilst handling sensitive information and documents.
  • Ensured business continuity during holidays through effective succession planning.
  • Kept office operations running smoothly by providing effective leadership and administrative skills
  • Responsible for CQRS financial claims for the Division, Implementing projects across the Division
  • Organised appointment books on the clinical system EMIS
  • Administrator for Primary Care Network (PCN)
  • Writing searches for the Division and PCN
  • Supported the delivery of flu campaign for Townhill


Part Time Receptionist

MASTA Travel Clinic
Purley
07.2005 - 10.2009
  • Performing reception duties for this private travel practice
  • Processing client’s payments and reconciling daily cash-flow
  • Registering clients, booking appointments and resolving queries for the clients
  • Maintaining the teams holiday diary and staff rotas

PA to Head of Public Relations

Direct Line Group
London
11.1997 - 11.1998
  • Provided secretarial and administrative support to the Head of Public Relations
  • Assisted with budget control for the PR Department
  • Researched material for potential PR leads and prepared press releases
  • Responded to calls from the media and arranged interviews
  • Diary management, meeting organisation and responsibility of the in-house magazine

Customer Services Representative/Administrator

Direct Line Group
Croydon
01.1996 - 12.1997
  • Member of a telesales team selling PEPs, Life Assurance and Mortgages
  • Excellent customer care skills - consistently assessed as one of the top representatives within the department,
  • Responded to client’s telephone and written queries
  • Acted as the team’s primary contact for the Fund Manager
  • Compiled daily new business figures and produced a monthly report for the senior management team
  • Liaised with the Compliance Officer regarding rule breaches and customer complaints
  • Placed PEP deals onto the in-house system, amended regular payments and changes of address

Office Administrator

Custodian Security
Croydon
07.1994 - 12.1995
  • Provided administrative support to Business Development Manager and Customer Services Manager
  • Liaised directly with clients, solving any queries raised
  • Recruitment administration including arranging interviews and vetting of new employees
  • Organised company’s participation in exhibitions and events

Exhibition Administrator

EMAP Business Communications
Purley, Croydon
02.1992 - 07.1994
  • Organised 4 trade exhibitions
  • Provided full client support before, during and after exhibitions
  • Maintained client records and liaised with clients at all levels of management
  • Collated weekly sales figures and compiled sales reports

PA to Director of Financial Accounting

Hill Samuel Investment Services
Croydon
01.1992 - 02.1992
  • Full secretarial support to Director of Financial Accounting
  • Assisted in preparation of year end accounts for the Finance Department
  • Administrator for company credit card scheme
  • Managed director's diary, ensuring optimal time management.

PA to Partner

Bright Williamson PR Associates
London
01.1989 - 12.1989
  • Assisted in preparation of proposals for prospective clients
  • Organised meetings and PR events on behalf of clients
  • Liaised with journalists for lead dates
  • Streamlined office processes to increase efficiency
  • Assisted in event planning, leading to successful corporate gatherings

Supervisory Accounts Clerk

Frizzell International Ltd
London
12.1987 - 01.1989
  • Dealing with client/underwriting insurance accounts in multi-currencies,
  • Supervisor of one staff
  • Designed & implemented new accounts system
  • Updated company databases regularly for accurate record keeping.

Senior Accounts clerk

C E Heath Ltd
London
07.1983 - 12.1987
  • Duties included reconciliation of insurance accounts - client/underwriting, Cashiering, working in multi-currencies, Production of monthly analysis reports
  • Updated company databases regularly for accurate record keeping.

Education

Skills

proficient in Micosoft Excel, Word, Powerpoint

Organised

Hard working

diligent

  • Financial reporting
  • IT troubleshooting
  • Data Entry

Timeline

Executive Assistant

Modality East Surrey Medical Practice
11.2019 - 10.2024

Senior Administrator / Patient Services Manager

Townhill Medical Practice
10.2009 - 04.2019

Part Time Receptionist

MASTA Travel Clinic
07.2005 - 10.2009

PA to Head of Public Relations

Direct Line Group
11.1997 - 11.1998

Customer Services Representative/Administrator

Direct Line Group
01.1996 - 12.1997

Office Administrator

Custodian Security
07.1994 - 12.1995

Exhibition Administrator

EMAP Business Communications
02.1992 - 07.1994

PA to Director of Financial Accounting

Hill Samuel Investment Services
01.1992 - 02.1992

PA to Partner

Bright Williamson PR Associates
01.1989 - 12.1989

Supervisory Accounts Clerk

Frizzell International Ltd
12.1987 - 01.1989

Senior Accounts clerk

C E Heath Ltd
07.1983 - 12.1987

Practice Services Manager

Townhill Medical Practice
- 12.2019

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Jules Green