Natalie Russell
Exeter
Summary
Enthusiastic and highly organised administrator working in the Wealth Management sector seeking to expand and develop existing skill set. Excels in multitasking, problem solving and proactively implementing process improvements to maximise efficiency, and achieve results. Gained valuable experience in the financial services industry, with excellent attention to detail and strong interpersonal skills.
Overview
15
15
years of professional experience
6
6
years of post-secondary education
Work History
Investment Managers Assistant
Charles Stanley
Exeter
07.2023 - Current
- Primary liaison between clients, Investment Managers, portfolio managers and external professionals.
- Assist Investment Managers in all aspects of client management; addressing client queries and resolving issues.
- Coordinate and schedule client meetings in accordance with regulatory requirements.
- Prepare and process client documentation for account openings, transfers, annual reviews and proposals.
- Currently responsible for managing and distributing tasks amongst a team of Investment Manager Assistants.
Business Insight Analyst - Secondment
BPA Quality
01.2023 - 07.2023
- Gather requirements from stakeholders and translate them into insight deliverables that address business questions and key findings.
- Engage in client facing dialogue and presentation to drive effective communication of insight and findings in a clear and concise manner.
- Worked in partnership with Project Manager to monitor project progress, follow up with stakeholders, schedule meetings, and maintain project documents.
GRC Quality Assessor
BPA Quality
09.2021 - 01.2023
- Management of client insight projects aimed at issue identification and quick resolution to increase CSAT score and improve processes.
- Performed internal audits to identify quality issues.
- Produced and developed monthly and quarterly reports detailing team performance, targets and ongoing trends. Implement strategies in partnership with internal teams to address underperforming areas.
- Developed documentation of internal workflows, procedures and processes.
Quality Evaluation Analyst
BPA Quality
10.2018 - 09.2021
- Accurately and efficiently evaluate customer interactions in both Hebrew and English for multiple lines of business
- Participated in client specific projects with the aim of providing insightful and actionably feedback, highlighting trends and opportunities for improvement in line with project goals.
Health Care Assistant
Devon Care Group
Totnes
08.2017 - 02.2018
- Provided high levels of customer service, assisted service users with all aspects of personal care and participation in daily activities
- Administered and assisted with medication, whilst ensuring that the medication logs are accurately updated.
- Met with patients and families to discuss care plan adaptations, seeking continual improvement.
Health Care Assistant
Nurse Plus Ltd
Exeter
05.2015 - 04.2016
- Escorted clients to appointments, organizing suitable transportation and mobility equipment when necessary.
- Promoted physical and emotional health and wellbeing of residents through empathetic care and attentive assistance in daily tasks.
- Aided service users in everyday activities, such as washing and dressing, ensuring constant safety and effective care.
Support worker
Beit Akstein
Ein Shemer
09.2012 - 09.2014
- Supporting young children with low functioning autism
- Plan and deliver activities meeting each child's developmental and sensory needs, working as part of a team to create a safe and stimulating play environment
- Liaise with school staff, therapists, social workers, home manager and other support staff.
Non-Commissioned Casualty Officer
Israeli Defense Force
07.2010 - 07.2012
Education
Level 3 Introduction to Securities and Investments - Financial Services
Chartered Institute for Securities & Investments
12.2023 - 03.2024
BA (Honours) - Arts and Humanities
The Open University
Milton Keynes 09.2016 - 05.2022
Skills
- Currently supporting two Investment Managers with client management and coordinating meetings
- Strong at multitasking and prioritising workload
- Maintaining and updating client records and internal databases
- Consistently maintained a high level of accuracy and attention to detail as a GRC assessor
Organisation
Accuracy and attention to detail
- Experience investigating complex queries and resolving client issues efficiently and effectively
- Managed client specific insight projects aimed at issue identification and internal process improvement
- Developed strong verbal communication skills working with a wide range of people from a variety of backgrounds and nationalities across multiple sectors
- Confident in dealing with phone and email queries efficiently and in a professional manner
Analytical thinking and Problem Solving
Communication skills
Additional Information
- Team Work ‑ January 2022
- Team Member of the Month ‑ February 2022
- Total Performance ‑ August 2022
- Team Member of the Month - October 2022
- Total Performance ‑ February 2023
Languages
English
Native
Hebrew
Native
Timeline
Level 3 Introduction to Securities and Investments - Financial Services
Chartered Institute for Securities & Investments
12.2023 - 03.2024
Investment Managers Assistant
Charles Stanley
07.2023 - Current
Business Insight Analyst - Secondment
BPA Quality
01.2023 - 07.2023
GRC Quality Assessor
BPA Quality
09.2021 - 01.2023
Quality Evaluation Analyst
BPA Quality
10.2018 - 09.2021
Health Care Assistant
Devon Care Group
08.2017 - 02.2018
BA (Honours) - Arts and Humanities
The Open University
09.2016 - 05.2022
Health Care Assistant
Nurse Plus Ltd
05.2015 - 04.2016
Support worker
Beit Akstein
09.2012 - 09.2014
Non-Commissioned Casualty Officer
Israeli Defense Force
07.2010 - 07.2012
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