Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Julie Evans

Ferndale,RCT

Summary

Accomplished professional with extensive expertise in organisational competency and financial record-keeping. Demonstrates proficiency in budget monitoring, forecasting, and reporting, ensuring accurate bookkeeping and efficient invoice processing. Known for excellent communication skills, composure under pressure, and effective prioritisation. Proven track record in customer service and team leadership, aiming to leverage these skills towards continued career growth in financial management.

Overview

36
36
years of professional experience
2
2
years of post-secondary education

Work History

Supply School Clerk

VES
Merthyr Tydfil, Merthyr Tydfil
02.2025 - Current
  • Sorted incoming post and distributed it appropriately within the school premises.
  • Processed paperwork efficiently, reducing processing time significantly.
  • Provided courteous customer service to foster a helpful environment.
  • Supported teaching staff with administrative tasks for improved productivity.
  • Contributed to the smooth running of the school office, ensuring organised operations.
  • Assisted in the organisation of school events, enhancing community engagement.
  • Liaised with parents and teachers, improving communication channels.
  • Prepared reports and letters to facilitate effective communication.
  • Handled sensitive information with discretion for optimal confidentiality.
  • Organised meetings and appointments to enhance operational workflow.

School Clerk

Hirwaun Primary School
Hirwaun, RCT
07.2010 - 12.2024
  • Handled sensitive information with discretion for optimal confidentiality.
  • Utilised school management software effectively for streamlined processes.
  • Managed student registration for increased administrative accuracy.
  • Improved office efficiency by maintaining accurate records.

Customer Advisor

Argos
Pontypridd, RCT
09.2009 - 03.2012
  • Collaborated closely with colleagues to resolve complex customer issues swiftly.
  • Handled returns and exchanges diligently minimising dissatisfaction amongst clientele.
  • Provided exceptional customer service to ensure a positive shopping experience.
  • Conducted regular stock checks ensuring product availability for clients at all times.
  • Used in-depth product understanding to answer customer questions knowledgeably.
  • Assisted customers with product complaints, logging issues for investigation and providing replacement items.
  • Employed active listening and product expertise to successfully resolve inbound queries.

Underwriter

Harvington Underwriting
09.1999 - 01.2009
  • Developed strong relationships with brokers for seamless application process.
  • Determined premium rates based on detailed assessment of applicant's profile and risk factors.
  • Managed workload efficiently, meeting tight deadlines and maintaining high quality output.
  • Made quick, sound decisions within underwriting authority and based on appropriate data.

Senior Accounts Clerk

AXA Insurance
Cardiff
07.1989 - 07.1999
  • Assisted in customer satisfaction with swift handling of inquiries and complaints.
  • Sorted mail daily, ensuring prompt distribution to relevant parties.
  • Prepared documentation, ensuring all files were up-to-date and readily available.
  • Handled telephone calls professionally, resulting in positive customer feedback.
  • Inputted data quickly and accurately to maintain reliable records.
  • Built positive working relationships with staff and customers for helpful department support.
  • Answered phones, replied to emails and directed calls to appropriate department.
  • Trained junior clerks in best practices and daily administration requirements.

Education

AAT Level 1 and Level 2 - Accounting

Merthyr College
Merthyr Tydfil
09.2014 - 07.2015

HNC - Business Information Technology

Ystrad Mynach College
Ystrad Mynach, Caerphilly County Borough
09.1997 - 07.1998

Skills

  • Organisational competency
  • Data entry efficiency
  • Budget monitoring experience
  • Bookkeeping experience
  • Financial record-keeping
  • Budget forecasting
  • Effective prioritisation
  • Financial reporting
  • Invoice processing
  • Excellent communication
  • Composure under pressure
  • Customer service experience
  • Team Leadership

Affiliations

  • Walking , listening to music

Timeline

Supply School Clerk

VES
02.2025 - Current

AAT Level 1 and Level 2 - Accounting

Merthyr College
09.2014 - 07.2015

School Clerk

Hirwaun Primary School
07.2010 - 12.2024

Customer Advisor

Argos
09.2009 - 03.2012

Underwriter

Harvington Underwriting
09.1999 - 01.2009

HNC - Business Information Technology

Ystrad Mynach College
09.1997 - 07.1998

Senior Accounts Clerk

AXA Insurance
07.1989 - 07.1999

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