Claire Gray

Claire Gray Email and Phone Number

Senior Investment Administrator | Client Service Executive | Client Administrator | Portfolio Assistant
Claire Gray's Location
Bathgate, Scotland, United Kingdom, United Kingdom
About Claire Gray

Highly experienced and detail-oriented administrative professional with a proven track record of delivering results in fast-paced environments. Excels in managing diverse tasks efficiently while fostering a collaborative and cohesive working atmosphere. With a focus on effective communication, exceptional organisational skills, and building strong professional relationships, who consistently meets tight deadlines and contributes to seamless operations.Core Competencies:Task and time managementAdministrative supportProcess improvementDeadline-driven project managementStrong interpersonal communicationData entry and document managementRelationship building with internal/external stakeholdersMulti-tasking in high-pressure environmentsTechnical Skills:Proficient in Microsoft Office Suite (Outlook, Word, Excel)Experience with data entry and record-keeping systemsCalendar and meeting managementEmail and file organisation

Claire Gray's Current Company Details

Senior Investment Administrator | Client Service Executive | Client Administrator | Portfolio Assistant
Claire Gray Work Experience Details
  • Martin Currie
    Transitions Administrator
    Martin Currie Jul 2023 - Oct 2024
    Edinburgh
    Provide support to Transition Manager in all aspects of the transition process. Take an active role in managing and overseeing the transition process, collaborating with cross functional teams to ensure a seamless process from start to finish. Responsible for monitoring progress against the project timetable, ensuring adherence to deadlines and proactively addressing potential delays. Facilitate communication among stakeholders to swiftly resolve any issues and maintain project momentum.
  • Evelyn Partners
    Technical Specialist - Cgt
    Evelyn Partners Jan 2022 - Jul 2023
    Glasgow, Scotland, United Kingdom
    Provide support and assistance to Front Office in relation to any tax pack/CGT queries they may have, ensuring timely and accurate resolutions. Whilst liaising with Corporate Actions/Dividends to ensure events/payments have been processed correctly to produce an accurate tax pack for the Client. Along with pre tax pack run checks and the generation of tax packs to ensure smooth delivery to Front Office for dispatch to Clients in a timely manner.
  • Investec Wealth & Investment Uk
    Senior Investment Administrator
    Investec Wealth & Investment Uk Jan 2012 - Jan 2022
    Edinburgh, Scotland, United Kingdom
    Working within a team of three Investment Directors to provide effective investment support, carrying out a hybrid role which started initially as investment administration and was subsequently extended to assist with portfolio management.
  • Turcan Connell
    Fund Manager Assistant
    Turcan Connell Jun 2009 - Jan 2012
    Edinburgh, Scotland, United Kingdom
    Provide support on an ad-hoc basis to fund managers. Responsible for preparing individual and bulk dealing instructions, client report writing, liaise with back office regarding various tasks such as client on-boarding. To assist clients with any queries they may have and ensure that they are kept up to date regarding take-on or closure by preparing letters.
  • Bank Of Scotland
    Investment Administrator
    Bank Of Scotland Jun 2004 - Jun 2009
    Edinburgh, Scotland, United Kingdom
    Responsible for front office administration; provide half yearly portfolio reviews, prepare stock stories on various FTSE 100 stocks, general administrative duties, dealing, client on-boarding, closures and deceased accounts.

Frequently Asked Questions about Claire Gray

What is Claire Gray's role at the current company?

Claire Gray's current role is Senior Investment Administrator | Client Service Executive | Client Administrator | Portfolio Assistant.

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