Victoria Claire Flay-Lerf

• Compilation of comprehensive reports for yearly client reviews
• Use of diverse software tools for data extraction
• Deliver clear and understandable presentations of investment performance data

Key resonsibilities:

- diary management

- travel arrangements

- preparation of meeting documents

- arranging on and off site events

- facilities management

- onboarding new joiners

- ordering office supplies

- day-to-day running of the office with particular attention to sustainability

Key responsibilities:

- diary management

- travel arrangements

- inbox management

- first point of contact

- document management for several companies and acquisitions to ensure

information was always up to date

- preparation of board documents

- GDPR documentation

- H & S management

Key achievements:

- sourcing and introducing HR management software

- sourcing property and H & S management software

Key responsibilities:

- management of team of administrators with a view to increasing efficiency and

professionalism as well as reaching performance objectives.

- working with branches across the business to introduce consistent processes

- attend leadership meetings and take minutes

- communicate updates and changes to the business within the office

- day-to-day running of the office

see above

Key responsibilities:

- management of the Cheltenham and Bromsgrove offices (approx. 350 employees)

- management of two secretarial teams (15 employees) and secretarial teams.

- managing change from traditional secretarial support service to a centralised

companywide ticket-based service

- facilities management for both offices

- H & safety management for both offices

Key achievements:

- developing a companywide call handling system in close co-operation with the IT

team

- creation of intranet pages for local offices and Secretarial Support Services

- working with IT to adapt an existing time-logging system so it could be used as a time

and task management system for Secretarial Support

Key responsibilities:

- diary management

- processing incoming and outgoing post

- arranging catering for meetings and events

- bookingtravel

- welcoming internal and external visitors

- printing and binding agenda packs.

Key responsibilities:

- day-to-day running of the office including facilities and H & S management

- recruitment

- conducting appraisals

- Reservations and Customer Service Team management

- analysing customer feedback and working with the operations team to improve the

customer experience

Key achievements:

- developing company structure, writing job descriptions and a staff handbook in co-operation with the CEO and an external expert.

Working with agencies in Switzerland to provide translations for the tourism, art, film and beauty sector