Summary
Overview
Work history
Education
Skills
Timeline
AdministrativeAssistant
Karis Phillips

Karis Phillips

Bexhill,East Sussex

Summary

Experienced Practice Manager known for streamlining practice operations and enhancing client satisfaction.

Led initiatives that improved workflow efficiency and staff morale, fostering a collaborative environment, and focused on delivering a high-quality client experience through strategic planning and team leadership.

Overview

19
19
years of professional experience
3
3
years of post-secondary education

Work history

Practice Manager

Douglas Rowe Financial Services
Battle, East Sussex
11.2015 - Current
  • I worked closely with the business owner to enhanced practice efficiency by streamlining administrative processes, E.g. I implemented several systems within our practice, some examples are Monday and The Box to make sure everything is recorded securely and efficiently at all times
  • I Coordinated staff training sessions to enhance skills and knowledge, and to stay on top of regulatory compliant training set out by the FCA.
  • I organised and launched many successful client events.
  • I Mitigated risks by enforcing strict health and safety protocols within the practice by employing Peninsula to take charge of health and safety and any HR support for the practice and my colleagues.
  • I Promoted positive working environment with regular team meetings and communication.
  • I Maintained optimum stock levels.
  • I Fostered strong relationships with all my clients through excellent communication skills. ensuring every client was treated fairly and respectfully, at all times.
  • I Participated in interviewing, hiring and orientation of new staff, securing top talent to meet practice needs.
  • I Coordinated regular staff meetings and performance reviews to meet practice objectives.
  • I ensured the practice complied with and maintained knowledge of FCA legislation and regulations.
  • Coordinated and approved annual leave for all staff.
  • Monitored and evaluated performance of practice, suggesting improvements to save on operating cost.
  • Performed payroll duties liaised with our accountant and ensured all staff were paid promptly and received pay slips on time etc.

Estate Agent & Bank Work

Halifax
Bexhill/Hastings , East Sussex
10.2005 - 11.2015
  • I Facilitated smooth transactions by coordinating with solicitors, mortgage brokers, surveyors, and other estate agents.
  • I Assisted buyers in finding suitable properties according to their budget and requirements for successful purchases.
  • I Applied excellent negotiation skills during deal closing securing beneficial outcomes for clients.
  • I Developed a solid network of contacts within the industry that facilitated quick sales transactions.
  • I Fostered strong relationships with clients to ensure repeat business and referrals.
  • I Maintained up-to-date records of all buyer interactions ensuring transparency throughout the process.
  • I Organised open house events to increase visibility and interest in listed properties.
  • I also Liaised with property owners and prospective new customers. this is a role that i most enjoyed, i got great pleasure in listening to my clients needs and wants and matching them to a prospective buyer and finalising a sale that was perfect fo r both parties


When the 2008 crash happened i was the re deployed into the Halifax Bank where i worked as a team to ensure many job job roles were covered.

  • I Enhanced customer satisfaction by providing excellent service.
  • I Conducted end-of-day reconciliation, ensuring financial accuracy.
  • I Operated cash machines smoothly to expedite processes.
  • I had to Stay current on banking regulations for compliance.
  • I Maintained confidentiality to ensure client trust and adhere to GDPR at all times.
  • I Improved efficiency with accurate money counting.

Education

GCSEs - General

Battle abbey School
Battle East Sussex
09.1996 - 09.2000

Beauty Therapy - Beautician

ECAT
Eastbourne
09.2001 - 09.2004

Skills

I feel my most valuable skills are focused around building strong client relationships Furthermore, I am passionate about ensuring my team are empowered and are fully equipped to progress at a pace that suits them and our team

Timeline

Practice Manager

Douglas Rowe Financial Services
11.2015 - Current

Estate Agent & Bank Work

Halifax
10.2005 - 11.2015

Beauty Therapy - Beautician

ECAT
09.2001 - 09.2004

GCSEs - General

Battle abbey School
09.1996 - 09.2000
Karis Phillips