Lisa Phillips

• Conducted thorough research for various projects.
• Managed incoming correspondence effectively, ensuring timely responses from relevant parties.
• Maintained up-to-date documentation, facilitated easy reference for team members.

• Accomplished store cleanliness by routinely tidying displays and shelves.
• Maintained visual merchandising standards to attract potential buyers.
• Demonstrated flexibility by covering shifts when needed, promoting teamwork spirit within the store.
• Promoted store offers to increase awareness among shoppers.
• Assisted customers in product selection for increased sales.
• Enhanced customer satisfaction by providing exceptional service and addressing queries.
• Operated cash registers with accuracy and processed cash and card transactions.

• Providing a high level of customer service and confidentiality talking to customers about savings, mortgages and general enquiries

• Providing customer service with excellent, swift, efficient and error free management of the customer transactions and administration

• Ensuring transactions are accurate and the processes are efficient and carried out in accordance with policy and procedures

• Assisting towards team measures including the booking of Financial Wellbeing Reviews and referrals to third party partners

• Delivering the provision of end-to-end administration service to all customers

• Identifying and managing complaints

• Handled confidential documents securely maintaining privacy and trustworthiness within the firm.
• Oversaw procurement process efficiently reducing operational delays.
• Filed reports timely to keep executives informed about departmental progress.
• Maintained an up-to-date database ensuring easy retrieval of information when required.
• Managed complex travel arrangements to ensure seamless business trips for executives.
• Took minutes during meetings accurately preserving crucial details for future reference.
• Liaised with other departments to maintain smooth flow of information across the organisation.
• Scheduled meetings, conferences and appointments.
• Booked flights and hotels for domestic and international meetings.
• Drafted documents and reports for management review.
• Sourced and ordered office supplies within allocated budget.
• Oversaw recruitment processes, attracting top-tier talent for team expansion.
• Coordinated facility maintenance, providing a safe and comfortable work environment.
• Liaised with IT department to rectify technical issues promptly.
• Managed supplier relationships to secure best pricing and service delivery.
• Resolved employee conflicts with tactful mediation strategies.
• Organised filing systems and maintained records and documentation in alignment with company policies and data security protocols.
• Processed invoices and purchase orders with high attention to detail.
• Liaised with external vendors and service providers to address on-site maintenance and repair needs.
• Worked with HR to maintain accurate and confidential employee records, enforcing compliance with regulatory standards.
• Registered visitors, guests and contractors upon arrival, providing access passes.
• Liaised with security personnel to monitor on-site access and approve authorised visitors to enter premises.
• Managed schedules for C-level executives, coordinating daily meetings and travel arrangements.

Validating and releasing front-office deal tickets for automated SWIFT payments

• Developed strong relationships with stakeholders through regular interaction and updates.
• Assisted in new system implementations to enhance operational efficiency.
• Monitored settlement instructions, resulted in reduced transactional errors.
• Conducted daily reconciliations to ensure data integrity.
• Maintained comprehensive records for audit trail creation purposes.
• Monitored daily corporate transactions for trade errors and performed corrective action.
• Reconciled trade data from internal systems, external counterparties and trade execution platforms.