Zoë Austin

Streamlining line management support to strengthen integration with overall business framework. Championing employee benefits and opportunities, boosting team motivation. Supporting Team Leaders and CEO in upskilling the administrative function to optimise service level agreements. Continuing to execute existing Office Manager responsibilities at RBC Brewin Dolphin seamlessly.

Delivering efficient office services by identifying senior leaders' needs and coordinating team efforts. Overseeing line management of all administrative functions, enhancing operational efficiency. Assisting in daily management of office operations and leading on project execution. Collaborating with various business areas to support organisational objectives. Advanced awareness and development of a comprehensive Business Continuity plan for office.

Managed a team of 3 Administrators to support Investment Managers and Financial Planners. Assisted Head of Office in executing office Business Plan and achieving established goals. Continued to perform all responsibilities from previous role without disruption.

Assisting with day to day administration for a team of Investment Managers and Financial Planners. Helping clients to protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

Collaborated within Financial Shared Services to manage 30 client accounts across various countries. Handled comprehensive billing, invoicing, and accounts receivable for all clients. Engaged with stakeholders through multiple communication channels to ensure clarity.

Served as integral member of Business Managers team, providing personalised service to clients. Represented Business Banking prominently in local community, fostering strong relationships. Worked closely with customers and stakeholders to ensure tailored solutions.

Managed day-to-day operations for Regional Director, emphasising administrative business priorities. Collated data verifying business plan execution success. Supported finance team in budget monitoring for cost control measures. Worked with wider team to surpass stakeholder, staff, and customer expectations. Kept HR systems updated while delivering high-level confidential assistance. Handled complaints with swift resolution.

Collaborated with Business Relationship Managers to optimise customer account management. Generated daily reports and conducted technical checks to maintain operational integrity. Renewed overdrafts and monitored loans to prevent issues. Managed customer telephone enquiries, generating sales leads for Relationship Managers. Maintained accurate customer records and facilitated completion of necessary paperwork. Processed new loans while securing relevant collateral. Closed accounts and configured standing orders, cancelled direct debits as required.

Mediated with customers to recover outstanding sums owed to Bank. Focused on corporate debts valued up to £200k. Provided financial advice to clients, enhancing decision-making capabilities. Negotiated repayment plans with customers to ensure timely settlements. Liaised with solicitors and insolvency practitioners for effective resolutions. Handled telephone inquiries and correspondence to maintain client engagement. Executed administrative tasks and data entry to support operational efficiency.