Anna Lowey Email & Phone Number

Isle Of Man

Administration Director

Isle Of Man

Assisting the Administration Director with the management of a team of 11.Conducting day to day administration tasks including, but not limited to: - Preparing board packs - Administering a complex company portfolio as both an administrator and client relationship manager - Attending board meetings - Assisting with client payments (inputting/authorising.

Isle Of Man

Managing a team of 4.Conducting appraisalsHolding monthly team meetings and individual one to one meetings Ensuring my team are adequately trainedMaintaining confidence Responding to client queries in relation to all mattersPreparing Powers of AttorneyChanges to Directors and ShareholdersDealing with changes to company structuresPreparing collating and.

Isle Of Man

Responding to client queries in relation to all mattersPreparing Powers of AttorneyChanges to Directors and ShareholdersDealing with changes to company structuresPreparing collating and dispatching corporate documentationManaging transfer instructions and paymentsPreparation of Resolutions and Minutes Attending to all statutory requirements of the.

Isle Of Man

General Pension and Trust administration duties: Contacting IFAs, Investment Houses and Ceding SchemesDistributing the relevant documentation to Ceding SchemesUpdating various systemsDay to day correspondence with Investment Houses in relation to fundsResponding to client queriesSending payment and transfer requests in relation to funds receivedNotifying.

Isle Of Man

Completing compliance reviewsInspecting weekly google alerts and sanctionsUpdating systems and System Cleanse Emailing all Key people with their quarterly CPD hours and maintaining the training recordsWorld Check and Internet Checks on new businessDrafting various training procedures Training new staff – This involved training on ViewpointFirst Aid Duties.

Isle Of Man

Receptionist dutiesGeneral office assistance - Scanning, filing, shredding & remailingDelivering documents and processing the postAnswering telephonesArranging certificationsSetting up TrustsAssisting with the general administration on the trust files - this included drafting minutes and resolutions and contacting various clients.

Douglas, Isle Of Man, United Kingdom

A voluntary role to assist with a local charity

General secretarial/office junior tasks. Scanning, shredding and answering telephones. This was a part-time role during my GCSE and A-Level exams.

Level 5 Certificate In International Finance And Administration

Level 4 - Certificate In International Finance And Administration, Financial Planning And Services, Merit

Cert ICSA

Ica Certificate In Compliance Awareness, Compliance

int.cert (comp) Course was studied on island but provided through The University of Manchester

Education record

A Levels and GCSE's achieved